Knomee reveals the insights you can’t get anywhere else - helping you deepen engagement, strengthen & retain relationships, scale personalization, and grow your business.

Traditional discovery falls short

• Clients struggle to articulate their priorities.
• Transitions put retention at risk.
• Advisors lack real-time behavioral insights.

With Knomee, you and your clients discover deep data, including

• Clients complete structured, psychology-backed self-discovery.
• Advisors receive dynamic insights to tailor financial strategies.
• Enhanced client engagement, retention, and business growth.