for your clients.
Stop storing their data on AI clouds.
See how we can automate your financial advisory work privately while staying in complete control of your data.
- Prepare for investor and client meetings automatically using our cutting edge meeting prep automation.
- Chat with client intake questionnaires and portfolios.
- Automatically create update presentations.
- Track significant developments in the markets.
- Automatically run your own compliance checks on your emails and documents.
Read our whitepaper on private AI.
"Knapsack will transform how financial advisors work. Its capabilities in compliance checking, meeting preparation, and providing a comprehensive view of clients make it a powerful tool for enhancing client relationships and streamlining workflows."
Guillaume Decalf
Common Questions:
How is Knapsack different from other AI tools?
Unlike other AI solutions that send your client data to their cloud servers, Knapsack runs directly on your computer or your firm's servers. Think of it like Microsoft Excel - your spreadsheets stay on your computer, not in the cloud.
I already use cloud services like Gmail and Outlook. Why does AI privacy matter?
Email services store your data but don't analyze it to train AI models. Most AI tools learn from your data to improve their service for everyone - including your competitors. Knapsack ensures your client data is only used for your benefit.
What can I do with Knapsack?
Knapsack provides AI tools for common advisor tasks like client communication, research, financial analysis, and planning - all while keeping client data private. Our tools integrate with popular CRMs and other advisor software.
Is Knapsack powerful enough if it runs locally?
Yes! Modern AI models are incredibly efficient and can run on standard computers. For more demanding tasks, Knapsack offers secure cloud processing that never stores your data.
How does Knapsack help with compliance?
By keeping client data under your control and providing clear data handling documentation, Knapsack helps you meet regulatory requirements and demonstrate your commitment to protecting client information.