At RFG Wealth, we continually strive to provide outstanding customer service. To assist us with this, we began using a new tool called Knudge to help us manage action items within your financial world.
Knudge will help us ensure nothing falls through the cracks with your planning and will send timely reminders leading up to the due dates for specific action items.
• Knudge will send the reminders via email and/or text message, and you can engage with the individual action items as if you were logged in. You can view the details, mark them complete, specify another time to be reminded, or silence additional reminders if you’d like.
• If you have questions about a specific task, you can simply reply to the email or use the in-app messaging to respond. The nice thing about Knudge is all communications about an action item will stay associated with that action item in the messages tab, so you don’t have to dig through old emails to see any back and forth we have about a task.
• See your ongoing shared (you and RFG Wealth) to-do-list
• Set preferences for when and how you’d like to receive communications
• Have access to a calendar view that shows when different tasks are due
• See a record of all previously completed tasks
It’s our pleasure to serve you using some of the most innovative and yet “friendly” software made specifically for our type of relationship. You will receive an invite within the next couple of weeks to register if you choose. Please call us with any questions you may have along the way!
To see some additional information on this software, click below
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.