Knomee with Marla Sofer | E420

Knomee with Marla Sofer | E420

From Fintech Impact by Jason Pereira

March 24, 2026 · 35 min · Episode 420

About this episode

Jason Pereira interviews Marla Sofer about bridging the understanding gap between wealth managers and clients through behavioral intelligence.

Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions. This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Knomee LinkedIn - Marla Sofer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Jason Pereira

Guest: Marla Sofer

Topics covered

  • wealth management
  • client relationships
  • behavioral intelligence
  • financial identity
  • AI insights
  • personalized planning

Keywords

  • Knomee
  • wealth managers
  • financial planning
  • behavioral data
  • AI insights
  • trust
  • client relationships

Sponsors

Woodgate.com

Mentioned in this episode

Organizations: Knomee, JPMorgan, BlackRock, Microsoft, Facebook, LinkedIn

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