Articles from Snappy Kraken

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor marketing space. This innovation makes Snappy Kraken the only platform able to fully unify CRM, marketing automation and analytics in a single ecosystem. The new CRM integration enables continuous synchronization between advisors’ CRMs and the Snappy Kraken platform—eliminating manual imports and giving enterprises and advisors a single, up-to-date view of client and prospect data. It also supports pre-built integrations with leading systems including Redtail Orion, Salesforce and Practifi, while simplifying integrations with new CRM vendors and custom systems to ensure consistent, accurate marketing efforts for advisors and enterprises.

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced the release of its AUM Pipeline Dashboard to give firms unprecedented visibility into growth and ROI on marketing activities across the enterprise. By tracking potential AUM as it moves across pipeline stages and advisors, the dashboard enables firms to forecast business outcomes with greater accuracy and identify which marketing activities are driving results. This new capability turns marketing data into business intelligence, helping enterprises scale what works and predict future growth. Snappy Kraken is now the only marketing automation platform for advisors that reports impact in terms of enterprise-wide AUM growth.

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the launch of its Smart Growth Suite, a complete system that automates lead conversion for enterprise firms, mid-market organizations and individual advisors. The Smart Growth Suite replaces fragmented tech stacks with a unified system for automated, targeted marketing and lead conversion.

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced two platform enhancements designed to deliver AI-driven campaign automation and insights, streamline marketing activity and accelerate growth for both enterprises and individual advisors. Built for mid-market and enterprise firms, including registered investment advisors (RIAs), broker-dealers and independent marketing organizations (IMOs), the Enterprise Hub provides control over and visibility into their advisors' marketing activities, leveraging AI-powered insights and analytics to optimize campaign management across large organizations. The refreshed Campaigns App, targeted toward individual advisors, streamlines campaign selection and creation while providing improved data analytics and reporting on campaign performance and contact activity.

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced its integration with Catchlight, the organic growth platform that provides data and insights on leads and clients. The integration offers advisors and enterprises the ability to implement personalized prospect engagement with relevant messaging at scale. In addition, both Snappy Kraken and Catchlight have completed their Service Organization Control (SOC) 2 Type 2 certification, a third-party audit on data security protocols. Issued by the American Institute of Certified Public Accountants (AICPA), this certification underscores Snappy Kraken and Catchlight’s commitment to maintaining the highest standards for data protection and operational excellence on behalf of the advisory firms they serve.

Snappy Kraken, the martech innovator powering smarter marketing for financial advisory firms of all sizes, today announced the return of its flagship conference, Jolt! Taking place from June 9–11, 2025 at the Renaissance Hotel in Nashville, Tennessee, Jolt! is expected to draw over 750 attendees from the financial industry and beyond, including financial advisors, chief marketing officers, marketing directors, consultants, journalists and more.

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the official rollout of Snappy Kraken Enterprise, a complete marketing technology solution tailored for mid-market and enterprise firms, including registered investment advisors (RIAs), broker-dealers and independent marketing organizations (IMOs). Snappy Kraken Enterprise supports complex operations at mid-to-large financial services organizations by offering a comprehensive platform that enhances organic growth and boosts client engagement. It provides in-depth analytics and advanced marketing tools to attract and retain top-performing advisors, scale growth strategies and execute compliant marketing campaigns efficiently.

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the launch of its groundbreaking new marketing intelligence tool: the Marketing Hub. This essential addition to the advisor’s marketing toolkit reduces complexity by integrating content, communication and contact activity into one intuitive interface. Further, it surfaces advisors' best opportunities to build relationships, book appointments and win new referrals, leading to better results.

Snappy Kraken, the marketing technology (martech) innovator serving financial advisors, today previewed the results of its “State of Digital 2024” report. Based on an extensive analysis of some 250 million data points from campaigns sent by 10,000 advisors, the report offers unprecedented insights into the most effective digital marketing strategies for this cohort. In particular, the findings underscore the impact of search engine optimization (SEO), email marketing and video content on advisors’ growth trajectories.

Snappy Kraken, the marketing technology innovator serving financial advisors, today announced a strategic relationship with LPL Financial, one of the nation’s largest independent broker-dealers. Effective immediately, the approximately 22,000 LPL-affiliated advisors can utilize Snappy Kraken’s complete marketing system designed specifically to support the growth of their practices, including award-winning content, marketing automation, personalized websites, and its done-for-you marketing program, Freedom360.

Snappy Kraken, the marketing technology (martech) innovator serving financial advisors, today announced a deepening of its exclusive relationship with The New York Times “Sketch Guy” columnist Carl Richards’ firm Behavior Gap to generate a 10-part email-based course. Starting this month, the Behavior Gap: Audience Builder educational email series will feature original illustrations complete with bite-sized money lessons -- creating strategic opportunities for advisors to attract leads, start conversations and build trust.

Snappy Kraken, the martech innovator serving financial advisors, today announced the launch of an artificial intelligence (AI)-powered email builder, enabling advisors tired of staring at a blank screen to craft compelling client and prospect emails in a fraction of the usual time. This breakthrough reimagines mundane headlines into captivating ones; generates personalized and brand-consistent images; and crafts impactful calls to action (CTAs) that yield positive outcomes.

Snappy Kraken, the martech innovator serving financial advisors, today announced the introduction of its Nitrogen Lead Generation Campaign live from the trade show floor at Nitrogen’s Fearless Investing Summit. This offering harnesses the Nitrogen Risk Number®, equipping financial professionals with the tools to drive traffic to their Risk Assessment Questionnaire, and capture leads through a multi-stage, automated marketing campaign. Seamlessly integrated with Nitrogen's growth platform, it allows advisors to launch an attention-grabbing automated marketing campaign, effortlessly directing traffic to the Nitrogen Risk Assessment Questionnaire and guiding prospects into a proven portfolio comparison and proposal generation process.

Snappy Kraken, the martech innovator serving financial advisors, today announced its partnership with Idea Decanter, a company driven by a fundamental belief in the power of video. This collaboration aims to address the challenges faced by advisors seeking to adopt video as a powerful marketing tool and will empower them to create engaging, impactful video campaigns with confidence.

Snappy Kraken, the martech innovator serving financial advisors, today unveiled a holistic product offering that will make it easier for advisors to fulfill all their marketing needs in one place. This complete digital marketing strategy, designed to help financial advisors foster and deepen relationships with clients and prospects, underscores Snappy Kraken’s commitment to providing accessible solutions at all stages of an advisor's marketing journey.

Snappy Kraken, the martech innovator dedicated to financial services professionals, today announced its new Snappy Kraken Morningstar Wealth Edition. The platform will provide advisors that use Snappy Kraken’s Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be leveraged in client engagement campaigns.

Snappy Kraken, the martech innovator serving financial services professionals, today announced the launch of its new packaged offering, Freedom360, to handle all the vital aspects of an advisor’s modern marketing strategy. This new set of capabilities is aimed at helping busy advisors who are only getting a fraction of the results they could see from their marketing if it were handled by an expert. In addition to the sophisticated technology, content, and marketing support, this will free advisors’ time to serve existing clients and grow effectively without spending so much of their time on marketing.

Snappy Kraken, a martech innovator working with financial services professionals, today announced the return of its conference, Jolt!. Taking place at the Aria Resort from May 3-5, this year’s event will focus on helping advisors grow their practices through innovative, strategic, and creative marketing.

Snappy Kraken, the MarTech innovator serving financial services professionals, today announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than half (52 percent) of respondents would consider hiring a financial advisor within the next 18 months.

Snappy Kraken, the martech innovator serving financial services professionals, today announced that its powerful Convos texting platform is now available for both broker-dealers (BDs) and registered investment advisors (RIAs). This came about as a result of updates made to Convos’ compliance solutions, including vetted journaling and archiving capabilities. Convos launched a year ago after identifying a need for relationship-driving tools over text message and it quickly became clear that compliance tools are a must-have. Its availability for BDs comes at a time when firms are on high alert regarding the regulatory repercussions of improper communication with clients.

Snappy Kraken, the MarTech innovator serving financial services professionals, today announced it has initiated two-way data synchronization from three of the industry’s top customer relationship management (CRM) providers – Redtail Technology, Wealthbox and Salesforce – saving advisors considerable time and hassle by offering one accurate source of information at their fingertips.

Snappy Kraken, the MarTech innovator serving financial services professionals, today announced an exclusive license with Carl Richards, CFP®, creator of the New York Times’ “Sketch Guy” column, giving advisors access to some of his original art to use in their marketing campaigns.

Snappy Kraken, the MarTech innovator serving financial services professionals, today announced the recipients of its Jolt! awards, which recognized 10 of the best marketing campaigns, branding or other public relations initiatives in the financial adviser, or adviser-tech space, at the firm’s inaugural Jolt! conference, held from May 4-6 at the Aria Resort in Las Vegas.

Snappy Kraken, the award-winning MarTech leader serving financial advisors, today announced it has acquired industry website builder and existing integration partner Advisor Websites – creating a holistic solution for websites, branding and digital marketing.

Snappy Kraken, the MarTech leader serving financial services professionals, is introducing three new marketing programs in 2022, designed to significantly accelerate organic business growth: a free series of live workshops, the inaugural financial adviser marketing Jolt! conference, and a $1,000 advertising credit.

Snappy Kraken, a MarTech leader serving financial services professionals, announced today its new Marketing Opportunity Score Assessment, a personalized and free tool firms can use to determine their marketing weaknesses and opportunities coupled with suggestions of how to remedy those areas.

Snappy Kraken, a MarTech leader geared toward financial services professionals, announced today it has launched Convos, creating an opportunity for advisers to exchange timely and compliant text messages with their clients to help engender stronger relationships.

Snappy Kraken, a leader in marketing technology (MarTech) with a focus on the financial services industry, today announced it has received a MarTech Breakthrough award for the third year in a row as the best overall content marketing software.