Differentiate to Grow Organically
Knomee helps you give prospects value before every conversation, and know who’s ready to act, why now, and where to focus to convert more business.
20%
More Advisor Capacity
30%
Faster Conversion
90%
User Completion Rate
50%
Reduced CAC
You’re spending millions to acquire clients—without knowing who will actually convert.
The Problem:
“Knomee helps advisors move the conversation beyond money to the choices and priorities that truly shape a client’s life.”
Poor Intent Signals
Scraping the same sites as everyone else does not generate quality leads that will convert.
Static Intake Forms
Generic forms capture surface-level data—missing the real motivations behind client decisions.
Sub-par Conversion
You’re driving pipeline, but too few prospects actually convert which wastes spend, increases CAC and masks what’s working.
Until now
The solution is Knomee:
Behavioral intelligence built into every prospect conversation
“Knomee is a tool that binds the client and advisor. It helps the client feel that this person cares, knows, and understands me. It powers the difference between a service provider and someone I trust.”
Engage
Understand what drives prospect decisions and tailor messaging to values & motivations, not generic demographics.
Prioritize
Find the right prospects for your business, and know who is ready to convert, so you can prioritize those prospects sooner.
Convert
Say exactly what each prospect needs to hear, in their own words, to move decisions forward and close.
But don’t take our word for it…
Delight clients with interactive discovery
Finally, an alternative to homework-like questionnaires. With Knomee, prospects & clients get a guided experience that feels as engaging as their favorite wellness app and keeps advisors on top of every life change.
100% of Knomee users report that it’s easy to use.
Uncover insights they’ve never known how to explain
Knomee uses behavioral finance to surface values, emotions, and decision readiness, and gives even meeting-averse clients the language to share them.
“Knomee’s structured revelation and smart sequencing turn the unspoken drivers into clear, actionable advisor insights.”
Joe Francis, Director of Advisor Experience, $40B Registered Investment Advisor
Go deep with meaningful conversations every time
Connect beyond products and market insights. Knomee reveals what matters most and what may be holding clients back, giving advisors the right conversation starters to build trust and inspire action.
“Every advisor can review the markets. Few uncover what truly drives a client. Knomee makes that the easiest part of my job.”
Renee Cohen, CFP, Managing Partner & Wealth Advisor, Nexa Wealth Management
Scale behavioral discovery across your business
Knomee is built to scale and SOC2 compliant. Every advisory team can deliver best-in-class experiences that build trust, help you stay connected through life changes, and create continuity across generations.
“Before Knomee, behavioral finance lived in theory. Now it’s built into every client conversation - firmwide.”
Head of Financial Planning, top 5 Enterprise Wealth Firm
Better behavioral intelligence means better business outcomes
How Archer deepened client trust with Knomee
Archer replaced manual forms and inconsistent discovery with Knomee’s gamified client adventures. This streamlined onboarding, boosted referrals, and created deeper, more consistent advisor-client connections.
4x
faster prep for meetings
3x
increase in 5-star reviews
5x
more quality referrals
20%
increase in efficiency
“Clients never completed other questionnaires. We were looking for systemitized BeFi. Knomee’s process is polished, and lets clients get deeper. Our team saves time and shows up aligned, focused on what matters.”
More reasons advisors love Knomee
Prospecting Playbook
Knomee gives you the tools to convert leads faster.
Succession & Continuity Support
Knomee creates and keeps a record of each client’s goals, values, and behaviors. With this, new advisors have a deep understanding of the client’s holistic financial identity from day one.
Integrations
Knomee offers APIs to connect to your financial planning tools, CRMs, portfolios management systems, and marketing platforms.
AI-Ready Data
Knomee structures every client response to be immediately effective with LLMs.
Safety + Compliance
Built on trust, Knomee gives clients complete agency over their data. Knomee is SOC2 and ISO27001 compliant.
Developed by the best in behavioral finance
Knomee partnered with Dr. Meghaan Lurtz, PhD to embed leading behavioral finance research into every experience. Each feature is grounded in psychology and designed to generate real engagement, helping advisors deliver more personalized, insight-driven advice.
Meghaan Lurtz, PhD
BEHAVIORAL PSYCHOLOGY PHD, PROFESSOR, ADVISOR
Make discovery more human with Knomee
1. What is Knomee?
Knomee turns behavioral intelligence into organic growth, helping advisors identify opportunities, convert prospects, and deepen client relationships.
2. How is Knomee different from traditional growth and discovery tools?
Traditional growth tools help you find more leads. Traditional discovery tools help advisors see what prospects already know. Knomee does both differently, creating valuable digital experiences that reveal who’s ready to act, what matters, and how to engage them to drive growth.
3. What does Knomee help me understand about clients and prospects?
Knomee reveals what matters most, what’s changing, what’s driving decisions, what may be holding someone back, and how ready they are to act, including insights that often don’t surface in traditional financial conversations.
4. How does Knomee help me grow my practice?
Knomee helps you increase close rates, close prospects faster, grow wallet share, and retain relationships through transitions by revealing who’s ready to act, what matters, and what’s changing, then surfacing conversation starters in their own words so they feel understood and motivated to act.
5. Is Knomee complicated or time-consuming to use?
Not at all. Knomee fits into your existing workflow and takes minutes to get started. Clients and prospects complete an engaging experience in under 10 minutes, while advisors receive actionable insights and conversation starters without adding more work to their day.
6. How do I use Knomee in my workflow?
Knomee adapts to how you already go to market, whether engagement is driven by a centralized marketing, business development or growth team, or directly by advisors. Our Activation Toolkit provides proven workflows, templates and guidance for prospecting, onboarding, client reviews, household engagement and transitions, making it easy to launch quickly, drive adoption and start seeing value immediately.