Knomee Information

Knomee helps wealth management firms drive organic growth by improving client acquisition, prospect conversion, relationship expansion, and retention. Our client insight platform creates proprietary behavioral intelligence that helps firms understand what matters to prospects and clients, what is driving their decisions, and their readiness to act. Through science-backed digital experiences with 90%+ completion rates, Knomee helps wealth firms: - Increase prospect conversion Qualify opportunities, understand intent and readiness, and give advisors the context to build trust faster. - Grow existing relationships Surface changing needs, asset consolidation opportunities, referrals, and opportunities to deliver more value across the household. - Improve client retention and next-generation engagement Understand spouses, heirs, and evolving family dynamics before relationships and assets are at risk. - Scale advisor effectiveness Turn deep client discovery into a consistent capability across advisors, teams, and books of business. - Power better personalization and AI Create proprietary, consent-based client intelligence that doesn’t exist in financial data, CRMs, or on the web, then integrate it into existing CRM, marketing, advisor, and AI workflows. Trusted by leading RIAs and broker-dealers, Knomee helps firms turn better client understanding into measurable organic growth. Behavioral Intelligence for Organic Growth. See Knomee in action: https://www.knomee.com/demo