Knomee

Knomee is a growth engine for wealth managers. We deliver the behavioral data layer firms have been missing. Knomee captures the values, motivations, confidence levels, and decision drivers that shape financial behavior, giving advisors the insight they need to build trust, personalize advice, and differentiate their value. Here's how Knomee helps wealth firms grow: 1. Scalable Digital Discovery Clients engage in guided, gamified, and delightful self-directed experiences that surface what truly matters to them, without long forms or friction. Firms gain richer client understanding from day one. Actionable Behavioral Insight Client responses are translated using safe, secure AI into structured, permissioned behavioral insight that advisors can use immediately to prepare for meetings, deepen conversations, and deliver more relevant advice. Enterprise-Ready Integration Knomee integrates seamlessly with existing CRM, planning, and wealth platforms, enriching advisor workflows with new data that improves personalization, retention, and growth. Future-Ready Engagement Firms are better equipped to engage next-generation clients, including women and new wealth recipients, with a modern discovery experience that reflects how people actually think and decide. Here's what Knomee is not- Knomee is not a robo-advisor, planning tool, or portfolio platform. We sit upstream of advice, providing the behavioral intelligence that makes every downstream system more effective. Why does Knomee's work matter- When firms understand why clients make financial decisions, not just what they own, trust deepens, engagement improves, and growth follows. See Knomee in Action - Learn how Behavioral Intelligence is reshaping client relationships and firm growth.