Knox Advisor Technology Experience

Introducing KATE, Our Meeting Memory Specialist

KATE (Knox Advisor Technology Experience) is a digital assistant that helps document meetings clearly and accurately.

During meetings with Jason Knox, AIF®‑CRC®, or other members of the Knox Financial Services team, KATE captures key discussion points and next steps. Afterward, KATE helps produce written summaries so important details are not missed.

KATE does not provide financial advice or make decisions. KATE's sole role is to assist with documenting our conversations.

Why KATE?

Clients often tell us that meetings make sense in the moment, but it’s easy for a detail or two to fade afterward. To help, we seek to provide written summaries of our meetings. KATE creates a draft summary to get things started, and that summary is always reviewed and finalized by the Knox Financial Services Advisor or Team Member who attended the meeting before it’s shared with you.

While an obvious time-saving tool, the ability to promptly deliver written summaries of our meetings motivated our use of a digital assistant. Anyone who has seen Jason type will understand the time savings involved.

A Written Summary Of Your Meeting Immediately

Providing a written summary of our meetings may:

Improve clarity and reinforce the key points we discussed
Reduces reliance on memory
Provides a reference for future review
Add peace of mind – you may feel confident that important information wasn’t missed
Share a summary with spouses, partners, or others who weren't at the meeting

Focused On You, Not Notes

With note‑taking handled in the background, your advisor can stay fully focused on you during the conversation. This allows for more meaningful dialogue, better understanding, and a more personal meeting experience—without pauses or distractions.

"The ability to quickly deliver a detailed written summary of meetings with clients is the reason we opted to use a digital assistant. Instead of transcribing notes after the meeting, this technology captures the meeting in real time and provides a summary for me to immediately review and edit - you may take your written summary with you at the conclusion of our meeting." - Jason Knox,AIF^(R),CRC^(R)

Not Interested in KATE? We Understand

That’s completely fine, just let Jason or our Team know. We always ask before using KATE. Nothing changes about the advice or service you receive—we will take written notes as we always have.

Lincoln Investment

Lincoln Investment approves the use of select AI products and has detailed acceptable use guidelines. The key features are privacy protections, clear consent from clients and meeting attendees, recordkeeping and disclosure requirements, and a human oversight requirement.

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Kate is powered by Jump.ai a leading AI Notetaker trusted by over 27,000 advisors.

Frequently Asked Questions

What is KATE?
KATE is our digital assistant, short for Knox Advisor Technology Experience. KATE supports our team by helping document meetings accurately and consistently, so important details are not overlooked.

How does KATE work during meetings?
With your permission, KATE listens during meetings and prepares a draft summary of the discussion, including key points and next steps. That summary is always reviewed by the Knox Financial Services advisor or team member who attended the meeting before it is shared with you.

Does KATE provide financial advice or make decisions?
No. KATE does not provide financial advice, recommendations, or decisions of any kind. KATE’s role is limited to assisting with documentation.

Who reviews the meeting summary?
Every summary created by KATE is reviewed and approved by the Knox Financial Services advisor or team member who participated in the meeting. Nothing is shared without human review.

What platform does KATE use?
KATE operates through Wealthbox.ai, a platform widely used by advisory firms to support organization, documentation, and workflow.

Why does Knox Financial Services use KATE?
Clients often tell us that meetings are clear in the moment, but details can fade later. KATE helps ensure key information is captured accurately and delivered promptly, while allowing your advisor to remain fully focused on the conversation.

Does KATE record meetings?
No audio recording or video is saved. KATE only produces a text summary of the meeting.

Is a copy of the summary available to me?
Absolutely! We use KATE to quickly provide you with a written summary of our meetings.

Is my information secure?
Yes. All information is handled in accordance within Lincoln Investment's privacy, confidentiality, and data‑security standards.

Do I have to use KATE?
No. If you have questions or prefer not to use AI‑assisted note‑taking, please let us know. We will take written notes during the meeting.

Not A Person

KATE is a computer program, not a person.

For fun, we asked KATE's cousin, CoPilot, what KATE would look like if a human, using our website as inspiration.