Introducing the Knap Studio

For stretched and busy financial advisors, Knapsack offers a transformative solution to optimize your time and data security. This AI-powered tool goes beyond simple note-taking, evolving into a comprehensive automation studio.

The Power of Knapsack

As David Ortiz shows in the above video, advisors can now leverage Knapsack's unique AI tools across multiple data sources to streamline their work and improve compliance.

Automate Your Advisory Workflow

• Client Meeting Journey: Streamline every step, from newsletters to onboarding, with AI-driven automation, ensuring efficient and compliant client interactions.

• Client Service Solutions: Use the "Clients First Year" Knap for mapping client progress, maintaining compliance seamlessly, and allowing you to focus on growth.

• Customizable Naps: Create tailored workflows that fit your practice's unique needs, ensuring consistency and scalability.

Embrace the Future

Knapsack prepares you for the future by standardizing operations, enabling growth, and facilitating advisor training. With advisor shortages on the horizon, automated processes become essential.

Get Started

Start transforming your workflow either by downloading the Knapsack app or visiting the demo studio. For personalized scheduling, set up your own automation lab . If you learned about Knapsack through David, be sure to mention his referral.

With Knapsack, make your advisory practice more efficient, secure, and ready to scale. Dive into a smarter, more streamlined way of working today.