Knomee with Marla Sofer | E420
Behavioural insights for better client understanding.
Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.
This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.
Episode Highlights:
00:00 Welcome and Guest Intro
00:36 What Knomee Does
00:58 Marla’s Origin Story
03:12 Industry Data Gap
04:58 Structuring Client Discovery
05:23 Financial Identity Framework
06:40 Key Dimensions of You
07:56 Client and Prospect Experience
10:17 Why Consumer App Design
12:30 Research Driven Questioning
14:58 Advisor Output and AI Insights
16:51 Advisor Feedback Wins
17:41 Why Clients Finish
19:15 Try It Yourself
20:28 Implementation Use Cases
21:28 Meeting Prep Voices
22:28 M&A Succession Metrics
25:08 Future Roadmap Themes
26:01 Meaningful AI Data
28:19 Founder Rapid Fire
29:19 Positioning Core Need
32:51 Values Self-Actualization
34:36 Wrap Up
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Marla Sofer’s LinkedIn