Knudge

Connect Knudge to Quin and the commitments that come up on a call turn into client-facing nudges with real context and real deadlines, sent the way each client responds.

What you can do with Knudge and Quin

• Turn call commitments into dated nudges.
  A deadline like "by Friday" becomes a task with that date attached, sent to Knudge instead of sitting in a recap nobody reopens.
• Carry the context that makes a reminder land.
  Instead of a generic "review document," a nudge can reference the specific concern or account discussed on the call, so the client knows why it matters.
• Flag clients who've gone quiet.
  Quin tracks when you last spoke with each client and creates a check-in nudge once someone's gone longer than your own cadence calls for.
• Send reminders through whichever channel a client prefers.
  Email, text, or push notification, so the nudge reaches someone the way they respond.
• Keep completion status visible in both places.
  As clients check items off, Quin and Knudge stay in sync, so you know what's done, what's late, and who needs another touch.
• Split multiple commitments into separate nudges.
  Each distinct promise from a call becomes its own task instead of one bundled note that buries the details.

Who this helps most

• Advisors managing a full book of clients, where a quiet relationship can slip off the radar for months without anyone noticing.
• Anyone whose clients respond better to specifics than checklists, since "the beneficiary form we discussed for your daughter's account" lands differently than a plain task title.
• Practices that need a record of what was promised, where a client saying "I never agreed to that" is easier to resolve with a dated task on file.

How this shows up day to day

• A client says, near the end of a call, "I'll get you my updated tax return by next Wednesday."
  Quin creates a task tied to that date and sends it to Knudge, so the client gets a reminder on Tuesday instead of a surprised call from you on Thursday.
• A client hasn't been heard from in ten weeks, with no meeting on the calendar.
  Quin flags the gap and sends a check-in nudge that references what you last discussed, instead of a cold, generic touch.
• A client agrees to review a draft trust document with specific concerns raised.
  The nudge references those concerns directly, so the client opens it already knowing what to look for.

Frequently asked questions

What happens when I connect Knudge?
Commitments Quin captures on your calls start turning into Knudges, with context and due dates attached, sent to your clients through the channel they prefer.

Can I review a nudge before it sends?
Yes. Skimming the drafted text catches a misheard name or wrong date before a client sees it.

How does Quin decide when a client has gone quiet?
You set the cadence per client, so a high-touch relationship and one you check in with annually get different nudge schedules.

Is my Knudge data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Knudge.

Does Quin replace Knudge?
No. Knudge stays the tool that delivers reminders to your clients. Quin feeds it the commitments and context from your calls, but Knudge remains where those nudges are sent and tracked.