Learn more about how to use Knapsack and AI to streamline your advisory work.
As a financial advisor, your time is your most valuable resource.
The more you can focus on your clients—building trust, understanding their needs, and offering tailored advice—the more successful your practice will be.
But let’s face it: the demands of managing the mid and back office—client onboarding, meeting prep, compliance tracking, and follow-ups—can leave little room for what truly matters.
That’s where Knapsack comes in. By harnessing the power of AI, Knapsack automates tedious workflows, giving you back hours each week to focus on client relationships. Everything runs through our desktop app, and your data stays entirely private—stored on your computer and never on our servers.
Getting started is simple. You’ll authenticate with your work email to connect your email, calendar, and files. But here’s the key: we never store your data. Knapsack keeps everything local, ensuring your clients’ sensitive information remains safe.
Let’s explore how Knapsack can transform the way you work.
Knapsack ensures you’re fully prepared for every client interaction:
Knapsack becomes your trusted partner in every client meeting:
After the meeting, Knapsack helps you tie everything together:
Knapsack isn’t just for meetings. It’s a complete AI assistant for streamlining your workflows.
We understand that privacy is paramount in financial services. Knapsack is designed to protect your data at every step:
Below is a diagram showing how the data flow works.
Transform your workflow today with Knapsack’s free desktop app. Here’s how:
With Knapsack, you’re not just adopting a tool—you’re embracing a smarter, more efficient way to work. By automating the tasks that take up too much of your time, you can focus on delivering exceptional advice and growing your practice.
Ready to take the next step? Download the free app today and let Knapsack start working for you. If you want to set up Knapsack for your team, contact us here.
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