Growth Marketing and Client Engagement for Modern Financial Companies

GROW FASTER.
SIMPLIFY MARKETING.
STRENGTHEN RELATIONSHIPS.

“The most innovative platform for advisors.” Investment news logo
#1 Digital Marketing Tool Advisors Are Considering T3 Technology Tools For Today logo
2024 Digital Campaign
of The YearWealth Management logo
2019-2024 Best Of Awards for Content and Technology  Martech Breakthrough Awards logo
2024 Innovation in Marketing TechnologyScreenshot 2024-09-06 at 7.49.03 AM

 

A COMPLETE
RELATIONSHIP ENGAGEMENT PLATFORM 

for financial advisors

SERVE.

Stay in front of your clients with consistent communication and
educational content.

Build and maintain enriched and lasting client relationships,
without a huge effort on your part.

EXPAND.

Deepen relationships and build trust with your existing network.

Stand out as a thought leader and build authority with the
perfect balance of content and communication.

GROW.

Increase traffic and conversions across your website and entire
marketing system.

Grow your firm with referrals, increased traffic, and new client
relationships.

“
Headshot of Greg Brown


After years of trying different marketing platforms and technology, I finally found Snappy Kraken to be truly valuable. It’s easy to use and allows me to send out solid, visually compelling content on a regular schedule – something I struggled with before. It’s already landed me a few new clients!

- Greg Brown
CFP®, President, Certified Financial Planner, Pathway Financial

CONTENT, AUTOMATION, WEBSITES, AND TEXTING:

Flawlessly Executed to Help Financial Advisors to Create Meaningful Connections

Icon of a monitor with a yellow pencil, ruler, and computer mouse inside

Personalized
Websites

Your business and your clients are unique. Your website should be too. Stand out online with a website designed to attract your target audience, all set up to keep compliance happy.
Icon of a grey gear wheel with a megaphone inside

Marketing Content and Automation

Run your complete financial advisor marketing strategy in just 1-2 hours per month with original, award-winning content - so you can spend time on what matters most, your clients.
Icon of a mobile phone with conversation bubbles and quotes in yellow

Text Message Marketing with Convos

Stronger relationships are reinforced by texting. Clients know you care. Prospects stay engaged. Convos is a fast, simple, and powerful way to turn prospects into loyal clients.
Icon of a hand holding up a bell to ding for service

Freedom360

Marketing a financial firm is hard. Instead of trying to manage your entire marketing system yourself, we’ll do it for you with our done-for-you marketing program.
Subtract

A PROVEN STRATEGY FOR MOVING RELATIONSHIPS FROM COLD TO GOLD™

Black eye icon

Get
Noticed

Bold, unique content and personalized website designs
that grab attention across many channels.
Black handshake icon

Earn
Contacts

Compelling offers and conversion-driven CTA’s generate interested prospects, email subscribers, and text message opt-ins.
Black award badge icon

Build
Credibility

Educational nurturing sequences turn subscribers into warm leads.
Black text bubbles icon

Start
Conversations

Action-focused content encourages dialogue and meeting requests.
Black smiling emoji face icon

Win
Clients

Purposeful outreach makes prospects excited to work with you.
Black icon of 3 bodies with hearts above their heads

Deepen
Relationships

Timely, meaningful messages grow client relationships and drive referrals.
“
Screenshot of a man typing at a computer and email on the screen


Snappy’s been pumping out great content as well, so keep that up. I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I’ve been emailing him since the end of 2018) and he’s finally ready to sit down and talk.

 

- Matt S.
CFP®, Wealth Advisor, Certified Financial Planner

HOW MANY TIMES HAVE YOU BEEN DISAPPOINTED

By A Marketing Program That Promised More Than It Delivered?

You deserve better.

LED BY EXPERTS

Yellow icon of a monitor, cell phone, and tablet

3.4 million
campaigns created

Yellow icon of a monitor with mountains, circles and dots on the screen

5000+
websites launched
FUELED BY DATA

Yellow icon of an open envelope and a letter popping out

200 + million emails
delivered and analyzed

Yellow icon of a open scroll with a pen writing on it

Frequent target market and subject matter expert surveys
DRIVEN BY SERVICE

Yellow icon of an open web browser with a heart on the screen

97% of Snappy Kraken clients are satisfied with their website services

Yellow icon of a hand giving a thumbs up

95% of Snappy Kraken clients recommend using Snappy Kraken to other advisors
PROVEN BY RESULTS

Yellow icon of a flower with a $ sign in a circle instead of petals

31% of client revenue growth is attributed to using Snappy Kraken's system

Yellow icon of a handshake

98% of Snappy Kraken clients said we helped them keep in
better touch with their clients
“
Headshot of Mack Courter


I wanted to work remotely and rebuild my web presence to get more prospects in the funnel. The goal
was to drive more traffic to my website, and that’s where Snappy Kraken came in!

 

- Mack Courter
Founder, Courter Financial LLC

Snappy Kraken is Right For You Image
Image of a woman with brown hair pointing her index finger and looking inspired

snappy kraken is right
for you if...

You demand quality.

You’re tired of canned, bland, and random marketing content that
doesn’t work, and outdated, cookie-cutter website designs.

 

You know the value of your time.

You’re a great financial advisor, but marketing takes too much
time or frustrates you.

 

You care about meaningful connections.

You know you can’t serve everyone, but you’re committed to
building lasting relationships with your ideal client.

 

You see the big picture.

You understand that marketing isn’t just about lead gen; it’s about a strong online presence that attracts your target audience, stands out, converts, and provides ongoing engagement.

“
Headshot of Hannah Buschbom


I’ve only been using Snappy Kraken for 3 months and I’ve already converted two of my prospects into
clients by using their system, and I’m getting great feedback on the content!

 

- Hannah Buschbom
CFP® and CDFA®, Partner & Wealth Advisor, AmeriFlex® Financial Services

WANT TO FIND OUT IF SNAPPY KRAKEN IS RIGHT FOR YOU?

Request a 1:1 demo with our team today