đ Privacy, Data & Trust
1. What data does Knomee collect, and what does it not collect?
Knomee collects only the information clients intentionally provide through guided questions about their values, goals, life events, and perspectives.
We do not collect:
Account numbers or credentials
Transaction-level financial data
Investment balances
Banking or custodial data
Our goal is to capture context and insight, not sensitive financial records.
2. Who can see my clientâs responses â me, Knomee, or both?
Client responses are visible to:
The advisor who invited the client
The client themselves
Knomee does not sell, share, or use client responses for marketing. Data is used solely to generate insights for the advisorâclient relationship.
3. Where is client data stored, and how is it protected?
Client data is securely stored using industry-standard infrastructure and safeguards, including encryption and access controls.
Only authorized systems and the inviting advisor can access client responses. Knomee follows best practices to protect data confidentiality and integrity.
4. Does Knomee use tracking tools or analytics?
Yes â Knomee uses limited analytics tools to understand product performance (e.g., feature usage, errors) and improve the experience.
These tools are not used to analyze individual client answers or financial data, and they do not change how client insights are shared.
đ Advisor vs. Client Experience
5. How does Knomee work for advisors vs. clients?
Clients complete a short, guided experience that helps them articulate values, goals, and life context.
Advisors receive structured insights, summaries, and conversation prompts based on what clients choose to share.
Clients reflect. Advisors gain clarity.
6. What happens after I invite a client to Knomee?
Once invited:
The client completes Knomee (typically in under 10 minutes).
You receive a notification when they finish.
Their insights appear in your Advisor Dashboard, including:
Summary highlights
Conversation starters
The full client profile
7. What does the advisor see when a client completes Knomee?
Advisors see:
A summarized Financial Identity
Key themes across values, goals, and life events
AI-supported conversation prompts
The full underlying responses (when needed)
The output is designed to support better conversations, not replace them.
8. Can I try Knomee myself as an advisor before inviting clients?
Yes. You can complete Knomee yourself as an advisor without sending a client invitation.
Many advisors find this helpful for:
Understanding the client experience
Feeling confident explaining Knomee
Seeing what insights look like on the advisor side
â Completion, Login & Clarity
9. How do I know if a client successfully completed Knomee?
Youâll receive a notification when a client completes their experience. Their profile will then appear as completed in your Advisor Dashboard.
If a client does not finish, youâll see their status reflected accordingly.
10. How do clients return to Knomee if they donât finish in one sitting?
Clients can return using the original invitation link they received. Their progress is saved automatically.
If a client has trouble re-accessing Knomee, advisors or clients can reach out to [email protected] for help.