Financial Advisors

    Knapsack for Financial Advisors

    Chat across all your data - CRM, call transcripts, email, and documents.

    Built for financial advisors

    Client Onboarding

    Automatically generate briefing documents and onboarding questionnaires.

    Meeting Assistant

    Private transcription & summarization directly on your desktop, with no external data storage (unless you want to connect your transcripts to Knapsack Studio)

    Effortless Follow Ups

    Chat with Knapsack Studio to draft client emails, make instant changes to your CRM, or generate custom onboarding documents.