Live Demo
Deeper Discovery,
Enduring Growth
Wednesday, June 18
1:00 PM PT / 4:00 PM ET
30 minutes + Q&A
Your clients want more than a plan.
They want to feel understood.
Join us for a free, no-pressure demo and Q&A session.
Discover how Knomee empowers wealth managers to move beyond generic intake forms and scattered notes toward real client connection, faster trust, and measurable growth.
What you’ll learn
💡 How Knomee uses behavioral finance to power real discovery and unlock deeper client connection
💡 Practical examples: accelerate onboarding, support new advisors, manage transitions, and strengthen relationships during M&A
💡 How codified insights replace scattered CRM notes, making it easy for your team to deliver consistent, personalized service
💡 How to act on key life moments as they happen and use that insight to grow trust and retention
Exclusive Offer for Attendees
🎁 25% off advisor seats ($900/year prepaid)
🎁 $1200 onboarding fee waived
🎁 Available through June 30
Why It’s Worth Your Time
Most firms spend 60–70% of their time on non-advisory tasks, while relationships weaken during handoffs and growth slows.
Knomee fixes this by giving you scalable, emotionally intelligent discovery.
So you can focus on what actually grows your business.