USE CASE · BUSINESS INTELLIGENCE
You See the Numbers. Do You See What’s Behind Them?
Every firm tracks assets, activity, and pipeline.
You know how many prospects came in, how many became clients, and what it cost to win them.
But do you know what’s driving those numbers, and where to focus next?
Knomee gives leaders real-time intelligence across every advisor, prospect, and client: who’s engaging, who’s ready, and what’s working, so every decision rests on what’s actually happening.
See what’s working. Decide what’s next.
Better decisions start with better behavioral data.
Traditional reports show what happened. They rarely show why people act, or what will move them next.
Knomee turns every prospect and client response into structured, consent-based behavioral data, then brings it together in firm-wide views of readiness, engagement, confidence, and conversion that your team can act on.
📊 See adoption across your firm.
Know which advisors are using Knomee and where invitations stall.
🧭 Know where to focus.
Spot the segments, tiers, and prospects that need attention this week.
📈 See what’s working.
Follow conversion, engagement, and confidence as they change, not a quarter later.