Knudge
Customer Engagement Platforms · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
277 Dartmouth St Ste 4, Boston, Massachu...Phone Number
(617) 852-1785Website
www.knudge.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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About Knudge
Knudge is a top-rated platform designed to enhance advice engagement for organizations by managing client relationships with personalized support and automated reminders. It empowers clients to take action on their financial tasks, ensuring that important details do not fall through the cracks. The platform offers a shared to-do list and communication tools that integrate with email and text, allowing for seamless collaboration between advisors and clients. Knudge is particularly beneficial for independent financial advisors seeking to provide high-touch service while maintaining compliance and organization.Explore more
Knudge Org Chart
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Knudge is a top-rated platform designed to enhance advice engagement for organizations by managing client relationships with personalized support and automated reminders. It empowers clients to take action on their financial tasks, ensuring that important details do not fall through the cracks. The platform offers a shared to-do list and communicat... Read More
