Integration pairs behavioral finance insights with personalized, AI-powered video to deepen client engagement and loyalty with advisors.
Malibu, California – October 1, 2025 – Knomee, the innovator behind the personal “Financial Identity” framework, and Storyline, a leader in AI-powered video communication for financial services,today announced a strategic partnership designed to revolutionize how advisors engage their clients This collaboration will enable Knomee and Storyline to establish a new industry standard harmonizing client behavioral data with financial planning and performance, delivered through personalized, AI-powered videos.
Knomee provides a proprietary “Financial Identity” framework that dynamically captures and synthesizes the psychological drivers of a client’s financial behavior—including an individual’s values, attitudes, goals, and major life events. Storyline then integrates and harmonizes Knomee’s financial identity dataset with structured financial data to generate personalized, AI-powered video summaries of financial plans, portfolio reviews, proposals, market commentary and more. Together, Storyline and Knomee are capturing a consistent, single source of truth on behalf of each client, and delivering hyper-personalized communications through convenient short form videos. While the partnership measures the increase of open rates, episode views and length of engagement, the greatest impact of this collaboration is helping advisors engage their clients more deeply and more often, realizing Storyline’s mission of “building trust at scale”.
The partnership addresses a critical need in financial communication: making complex, deeply personal financial insights easily accessible and actionable for advisors and their clients. Storyline’s cutting-edge platform will now convert Knomee’s detailed Financial Identity insights into “snackable,” personalized, AI-powered video content. This ensures that advisors can more effectively engage client families in holistic financial planning based on each person’s most relevant life goals, delivered in the language and tone that helps each member of the household feel understood.
“Our mission at Knomee is to empower individuals with a clear understanding of their relationship with money, turning it into a tool for achieving their life goals,” said Marla Sofer, Founder and CEO of Knomee. “Partnering with Storyline allows us to deliver these profound behavioral insights in a format that resonates with how people consume information today – through engaging, personalized video. It transforms a deeply personal discovery into an easily understood, actionable experience.”
Storyline creates real-time, AI-powered video communications that enhance client engagement and drive scalable growth for financial firms. By integrating with Knomee, Storyline extends its capabilities to include science-based behavioral insights crucial for financial planning conversion, onboarding, and maintenance, helping individuals visualize and internalize their core financial framework.
“We are incredibly excited to partner with Knomee, elevating the delivery of their innovative Financial Identity data to life through video,” said David Navama, Co-founder and CEO of Storyline. “The power of Storyline lies in its ability to translate complex information into compelling, personalized videos. This partnership will set a new bar for personalization in the industry – presenting content in a personalized language based on a client’s values and goals, fostering deeper connections with trusted advisors.”
The collaboration underscores both companies’ commitment to leveraging technology to create more transparent, empowering, and engaging financial experiences for advisors and their clients.
About Knomee: Knomee is a discovery platform that helps advisors convert faster by guiding clients through a self-discovery journey that surfaces values, goals, and readiness. Powered by AI, it generates dynamic Financial Identity profiles and actionable insights to fuel personalized advice, faster trust, and deeper engagement.
About Storyline: Storyline is the leading provider of AI-powered video communication solutions for the financial services industry. Storyline helps financial firms deliver personalized, real-time insights and updates to clients through engaging video content, enhancing client experience and driving growth.
Media Contact:
Knomee
Marla Sofer, Marla.Sofer@knomee.com, 415-940-0519
Storyline
Jesse Kouffman, press@storyline.com