Impress prospects and gain more exposure with a custom platform branded with your firm's name and logo. The Kona platform showcases your brand to employees during an easy step-by-step 401(k) setup, building trust in your firm for additional future financial needs.
Save hundres of hours driving to company offices and educating your clients about the differences in plan offerings, risk, and investment options. Kona allows office and remote employees to go through the necessary information on their own time and schedule a time with you when needed.
With easy to understand explanations of rollover options and a simple rollover request form, advisors who use Kona see an increase in the percentage of clients who rollover their previous 401(k) funds.
As company employees fill out a remote financial questionnaire, you'll get a pipeline of qualified leads by asset amount, services needed, and financial goals.
Integrate your scheduling app right into the Kona platform so your clients know exactly who they can reach out to regarding their options and additional financial service needs.
Our custom Financial AI-Agent is trained specifically to answer 401(k) questions. The AI compliments the learning experience through additional in-the-moment examples and clarification, saving you from answering basic questions.
Kona will increase exposure to your brand and help you acquire new clients to grow your business.
Ever since we rolled out Kona to our new and existing clients we keep hearing how much their employees love the course! It's clear and straightforward and alleviates all the confusion around 401ks. It's also a great way for our firm to get our brand out there and attract new individual clients.
The rollover tool allowed us to quickly capture the necessary information and perform remote rollovers on behalf of our clients. We've never brought in so much capital from rollovers before!
Our company manages over 200 401k plans and with Kona we were able to cut our educational field time in half! That was huge for our advisors who are now able to use that time to help clients with specific questions and find new business.
Get in touch with one of our specialists to evaluate which Kona tier is best for your business