Fintech Impact

Jason talks to Dave Connolly, co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively.Episode Highlights:0.40: Knudge is trying to solve a shared pain point in the industry, helping clients take action on the advice given. Knudge is a platform that allows advisors to have a repeatable process for assigning action items to their clients, says Dave.04.59: Jason suggests that at the end of the day, a financial plan without implementation is equivalent to just expensive toilet paper. It’s pretty much pointless.06.05: Dave says that we are learning that advisors are using knudge, providing some voiceover around the use of knudge with their clients in the meeting, and explaining that they are using this new technology to help ensure that nothing falls through the cracks.08.03: We have integrations with Red Tail and wealth box. We’re working on integrations with other CRMs, and either way, we