Dave Connolly's Contact Details

Dave Connolly's Company Details

knudge

Boston, MA, US • 5 - 9 Employees
Software

Communication tech for financial planners that is specifically focused on managing your client's to-do list.> Real-time insight into the status of client action items with a shared to-list> Save time with automated messaging across email, text, and push notifications.> Prioritize your day with an advisor dashboard that aggregates action items across your client-base and highlights clients' items that require attention> Accelerate action by deploying smart nudge templates and the behavioral insights> Support compliance and reinforce the value you deliver by generating a comprehensive activity record> Attract new clients with cutting edge technology. 63% of millennials expect to be able to engage with their advisors via mobile apps.* In-app-messaging opens up SEC-compliant text messaging without having to add a separate phone number or other cumbersome solutions.> Increase client retention. Be your client's catalyst for action on all the things they should be dealing with throughout the year