Ditch the Generic Tools. Accelerate Your Practice with Knoxknot.
How many hours have you wasted wrestling with clunky, generic CRM software that doesn't understand the unique needs of your financial advisory practice? Customizing endless fields, workflows, and reports just to make it "good enough"? With Knoxknot, those days are over. We've built the industry's only CRM exclusively for financial advisors like you. Every feature, every integration, every analytic - optimized from the start for how you work.
Losing Clients to Missed Milestones & Forgotten Follow-Ups? Never Again.
Picture this: You're a thriving financial advisor with a growing book of business. You pride yourself on providing personalized, attentive service to every client. But lately, things have started slipping through the cracks:
- You missed a key client's retirement milestone because your generic CRM can't track those critical dates.
- Your team is losing touch with high-value prospects because your current tool doesn't automatically prompt relationship-building tasks.
- You're spending more time sifting through data than actually advising clients, because your reports aren't tailored to your practice.
Sound all too familiar? Here's the good news: It doesn't have to be this way. With Knoxknot, you'll be able to:
- Effortlessly stay on top of every client milestone and key date with automated reminders
- Keep every prospect and client engaged with intelligently prompted touchpoints
- Make data-driven decisions in a flash with advisory-specific analytics and insights
"Since switching to Knoxknot, I never miss a birthday, an annual review, or a chance to touch base with a key client. My relationships - and AUM - have never been stronger." - [Advisor Name], [Firm]
Lightning Fast. No "Customization" Required.
Imagine onboarding your team to a CRM that already speaks your language, with data fields for households, asset types, and advisor-specific activities. Having all your must-have integrations - from portfolio management to financial planning - ready to go on Day 1. Leveraging industry benchmarks and KPIs to track your practice's true performance.
With Knoxknot's purpose-built features, you'll be focusing on growing your book before those jack-of-all-trades CRMs even finish syncing your client data. Simply log in, and get straight to the work that matters most: advising your clients.
The All-in-One Hub for Practice Growth & Efficiency
Why juggle a dozen one-off tools to power your practice? Knoxknot comes out-of-the-box with everything you need to nurture client relationships and streamline operations:
- Automated client segmentation & householding
- Instantly group clients into households and segments, route tasks to the right team members, and ensure every account gets the right level of attention. No spreadsheets required.
- Two-way custodian data sync
- Keep client info seamlessly synced between Knoxknot and your custodian's platform. Update data once, and see it reflected everywhere, instantly.
- Intelligent meeting prep & follow-up tools
- Let Knoxknot scour your client data and interactions to auto-generate prep docs, agendas, and post-meeting action items. So you can focus on the conversation, not the paperwork.
Say goodbye to siloed data and disjointed workflows. With Knoxknot, you'll have a single command center for client relationships, powered by data and analytics purpose-built for advisory businesses like yours.
