Knudge Information

Knudge is a client engagement tool that helps financial professionals keep their clients on track with the things they need to do. Knudge provides an easy and repeatable process for managing client facing action items and sends timely reminders to help ensure clients get stuff done. By automating and optimizing the follow up process, Knudge empowers financial professionals to touch on more areas of their clients’ lives and develop deeper and longer relationships. Financial professionals that are using Knudge are appreciating tremendous time savings, more organization, and helping their clients get much more done in a timely manner.