Inside WealthTech - Knomee
In this episode, the team sits down with Marla Sofer, Founder and CEO of Knomee, a behavioral data platform helping advisors scale personalized knowledge and deepen client trust.
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Videos from envestnet's Wistia project
In this episode, the team sits down with Marla Sofer, Founder and CEO of Knomee, a behavioral data platform helping advisors scale personalized knowledge and deepen client trust.
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In this edition of Envestnet's Inside WealthTech, the team talks with Yasmine Kacha of Pontera about how the relationship between retirement savers and financial advisors continues to evolve.
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