How Advisors Use the Knudge + Wealthbox Integration to Help Clients Stay on Track

Presented by

Watch this previously recorded live webinar to see how the integration between Knudge and Wealthbox helps advisors automate task reminders to keep planning on track. This webinar will cover:
  1. How Knudge’s automated technology helps advisors remind clients to complete tasks, in order to stay on target toward reaching financial goals.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the Knudge + Wealthbox integration allows users to sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.
  4. The benefits of the Knudge and Wealthbox integration, and how to get started with ease.


David Connolly

Co-Founder and CEO


Jenna Ghibaudy

Product Specialist


“We’ve had a great experience working with Wealthbox to build out this integration. Advisors on the Wealthbox platform can now seamlessly connect their CRM to the Knudge app where they can create a list of tasks for their clients to take action.”

Shaun Erickson

CFP® Co-Founder, Knudge

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