Enhancing Client Engagement: Leveraging Knudge for Financial Advisors

The March 2025 Applied Behavioral Economics Knowledge Circle will be held on Wednesday, March 19th at 12 pm ET.

Guest speakers Dave Connelly and Shaun Erickson from Knudge will be presenting, "Enhancing Client Engagement: Leveraging Knudge for Financial Advisors."

In this informative knowledge circle, financial advisors will discover how Knudge, an innovative client engagement platform, can streamline follow-up processes and strengthen client relationships. Participants will learn how to automate reminders, track client interactions, and personalize communication strategies to enhance client satisfaction and retention.

Dave Connolly,  Co-Founder and CEO of Knudge, For over 25 years Dave has been designing and developing web based products. For 10 years, Dave was the Lead User Interface Designer at Bain & Company - responsible for designing dozens of internal web based applications like knowledge management and staffing and recruiting systems. More recently Dave was a co-founder and CTO of Catalant Technologies - an online marketplace that provides global enterprises access to business expertise on demand. 

Shaun Erickson, Co-Founder at Knudge and managing partner of Single Point Partners, a fee-only financial planning firm located in Boston, MA. Shaun is also  an active member and former President of the Financial Planning Associations of New England.