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 have a CSV import, so it’s really easy to bring your contacts into knudge, says Dave.
14.04: Knudge allows recipients to specify their preferred time of day to receive reminders. In addition to that, they can specify a specific day or time to receive a notification about that item on any discrete action item.
16.50: We set out to build this platform that allows advice and has a repeatable process for managing the client action items and automating all follow-ups. We are getting great feedback from our clients that it’s working, says Dave.
18.15: In Knudge, putting all action items into a list and having due dates associated with them, knudge can provide peace of mind for both clients and advisors, says Dave.
26.03: Knudge is not a back-office tool. It’s taking your CRM and contacts and making them real users on the other side who receive communications from you via this automated platform.

3 Key Points

The things that have long-term implications on your overall financial well-being require some guidance earlier in life.
Knudge is not different than what you would put into an email. It has got a title details section and then parameters around when you want it to post and how you want the reminders to go.
Not many companies are bold enough to put their full road map and future road map on their website and let people vote on it, says Jason.

Tweetable Quotes

“Everyone being busy these days and having a trusted advisor reminding you to take action on your work things that are easy to kick down the road or ignore are welcome.” – Dave
“I don’t know where to start as an advisor, so talk to me about getting started. I want to facilitate all the reminders that you’re doing.” – Jason
“Once you have established a diversified and properly managed portfolio, the planning side has far more ROI in terms of time spent on someone’s life.” - Jason

Resources Mentioned:

Facebook – Jason Pereira’s Facebook
LinkedIn – Jason Pereira’s LinkedIn
Woodgate.com – Sponsor
Dave Connolly – Linkedin

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The Cats Roundtable Morning Show Edition | 12-17-25