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Keep your data out of the clouds
Use pre-built AI automations on your data without uploading your files to a server.
Simplify your workflows with Knaps, our ready-to-use AI automations
Save drafted follow-up messages that maintain your voice while ensuring every important point is covered.
Create balanced analysis of investment opportunities based on uploaded documents or shared materials.
Never let important relationships slip through the cracks with automated monitoring of client interactions and world events.
Streamline the document collection process with automated, personalized request drafts.
Create comprehensive plan update drafts based on market changes, new client information, or regulatory shifts.
Create engaging, compliant social media content drafts that resonate with your audience.
Develop a comprehensive social media content calendar draft that builds your brand and engages your target audience.
Transform industry news and practice updates into engaging newsletter drafts that keep your audience informed.