Sign up for our next live Leadership Roundtable!
Deeper Discovery,
Enduring Growth
Your clients want more than a plan.
They want to feel understood.
Join us quarterly to learn from industry leaders growing their businesses with better data and AI that converts!
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
💡 Practical tips to accelerate onboarding, expand wallet share, reduce meeting prep time, 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 use AI for growth, safely and securely, to get to desired outcomes fast
💡 How to act on key life moments as they happen and use that insight to grow trust and retention
💡How to use behavioral finance to power better, consistent discovery and unlock deeper client connections
Exclusive Offer for Attendees
🎁 1st month subscription FREE!
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.