Knomee

Product Infographic captions

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  Left screen (Adventures menu): Delight clients with a gamified experience that surfaces what matters most. Knomee helps uncover values, goals, and life events so you walk into every conversation already aligned with your client’s priorities.

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  Middle screen (Financial Joy): Knomee guides clients to articulate what brings them joy, helping them connect money to meaning through a visually rich, science-backed experience that makes discovery feel personal and empowering, not overwhelming or transactional.

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  Right screen (Future You vision): Clients reveal what matters most: goals, values, & emotional drivers, giving advisors the insight to personalize every connection. It’s the key to building trust that converts, unlocks new opportunities, and drives lasting growth.

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  See what matters most: goals, concerns, and life changes, all in one view. Knomee gives advisors real-time insight into the full client household, helping every conversation feel more relevant, more personal, and more effective.

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  Track shifts in financial wellness, life events, and goal readiness over time. Knomee helps advisors stay ahead of client needs and deliver timely, values-aligned advice that drives trust and action.

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  With Knomee, advisors gain instant context on what has changed, what is new, and what to prioritize. It’s a simple way to scale personalization, strengthen relationships, and lead with confidence when it matters most.

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  Knomee turns raw data into meaningful dialogue. AI-powered insights equip advisors with personalized conversation starters that build trust and keep planning focused, relevant, and productive every time.

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  No more generic check-ins. Knomee delivers ready-to-use, context-rich prompts that reflect your client’s life, values, and mindset, so every conversation drives relevance and results.

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  With Knomee, advisors lead with insight, not intuition. Dynamic prompts tied to goals, transitions, and confidence help spark more meaningful conversations that drive stronger outcomes.