Knudge Email Format
Software DevelopmentMassachusetts, United States2-10 Employees
Knudge is a software tool designed to support financial professionals in engaging with clients and keeping them aligned with required tasks. It provides a repeatable process for managing client-facing action items and sends timely reminders to help ensure tasks are completed. By automating follow-up, it enables advisers to address a broader set of client needs and foster longer, deeper relationships. Headquartered in Boston, Massachusetts, Knudge operates with a small team within the software development space. Its focus is on financial professionals seeking time savings and better organization to help clients accomplish tasks promptly. A recent development noted in May 2022 was the appointment of Dr. Moira Somers as a behavioral strategist to provide guidance on how advisory advice can be implemented.