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For Financial Advisers Who Demand To Stand Out

Grow Your Business on Autopilot & Dominate Your Exclusive Territory

The Only Prospecting and Client Outreach Campaigns That Offer 100% Regional Exclusivity

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Unlike any adviser marketing you’ve used before

Designed for advisers who demand to stand out and get noticed.

100% Exclusive Territories

With your exclusive territory, you’re guaranteed to be one-of-a-kind in your market.

Goal-Focused

Lead Generation, Client Engagement, Workflow Automation, Referral Generation and more. Campaigns designed with your goals in mind.

Coordinated Campaigns

Every aspect of your campaign, from sending emails, posting on social, and collecting contact information syncs seamlessly.

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.

Cutting Edge Marketing

Our campaigns are relevant, effective, and in line with what modern prospects expect, using up-to-date marketing best practices.

Authentic & Engaging Visuals

Our team of hand-selected graphic designers and content creators create unique designs that make your marketing campaigns stand out, get noticed, and most importantly, inspire engagement.

Visual Campaign Timelines

With the click of a button, your campaigns can be edited, launched, or customized in just minutes.

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.

Adviser Marketing Problems. Solved.

We’ve overcome three giant hurdles that financial advisers face with marketing and automation.

Say Hello to The Snappy Way

Visually stunning and timely campaigns using the latest marketing strategies means you’ll finally experience measurable results.

It doesn’t work

Using “spray and pray” marketing with “canned” content doesn’t deliver results.

Measurable results

Goal-focused and fully coordinated campaigns deliver results you can monitor and track.

It’s a time-suck

Advisors don’t have the time to write, design, get FINRA approval, and manage their marketing.

Fast and easy

Our simple user interface and visual campaign builder makes launching campaigns a breeze.

It’s expensive

Hiring an outside agency to do it all for you is a huge and unsustainable investment.

Affordable

Ultra-high quality and 100% FINRA reviewed content with a no-brainer investment.

Adviser Marketing Problems. Solved.

We’ve overcome three giant hurdles that financial advisers face with marketing and automation.

It doesn’t work

Using “spray and pray” marketing with “canned” content doesn’t deliver results.

It’s a time-suck

Advisors don’t have the time to write, design, get FINRA approval, and manage their marketing.

It’s expensive

Hiring an outside agency to do it all for you is a huge and unsustainable investment.

Say Hello to The Snappy Way

Visually stunning and timely campaigns using the latest marketing strategies means you’ll finally experience measurable results.

Measurable results

Goal-focused and fully coordinated campaigns deliver results you can monitor and track.

Fast and easy

Our simple user interface and visual campaign builder makes launching campaigns a breeze.

Affordable

Ultra-high quality and 100% FINRA reviewed content with a no-brainer investment.

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.

Turn-Key Automation for Your 5 Most Critical Business Growth Objectives

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.

OUR RESULTS SPEAK FOR THEMSELVES.SEE FOR YOURSELF.

“We have been getting consistent calls since we started using Snappy Kraken. Just last week, I converted a prospect to a client and got 5 other calls from prospects on just one campaign!”

Richard J. Archer

CFA, CFP, MBA, Archer Investment Management

“I love Snappy Kraken! I’m getting better engagement with prospects & clients, and clients really like the visual insights newsletters!”

Randy Dippell

Financial Advisor, CRPS®, NestEgg Advisory

“What I love most is that Snappy Kraken runs on autopilot. I speak to you, we launch campaigns, and I get nothing but positive feedback.”

Eduard Hamamjian, AAMS©

Managing Director, Geasphere Advisors

“The platform has saved me a lot of time. It’s so beneficial because I’m not looking at it every day and I don’t need to.”

Sonny Blanchard, CFP®, CPA/PFS

President, Blanchard Wealth Partners

“The 90-Day New Client Campaign saves us a ton of time! And just the fact that we have a personal liaison that walks us through your software every month is worth the price of admission!”

Leah Humphries

CMO and Co-Host of The Roland Financial Radio Show, Roland Financial

“Snappy Kraken has provided the opportunity to significantly boost our online presence and engage clients — all without taking hours of time each week. The cross-platform marketing they develop is current to trends and the interests of my clients. I’m very pleased with the service provided by Snappy Kraken and have recommended them to my colleagues across the Country.”

Dean L. Spada

Founder & Managing Director, Kingston Wealth Management

“Snappy Kraken has made it easy for us to stay in front of our clients and prospects — It’s all done for us. They have created tons of high quality content and continue to develop new material each month. The platform is easy to use and we’ve received excellent support from day one.”

Alison McLaren

Marketing Manager, Oxford Financial Partners

“All advisors should check out how Snappy Kraken makes marketing more effective.”

Craig Iskowitz

Chief Executive Officer, The Ezra Group

“Snappy Kraken is elite at equipping advisors with campaigns to drive traffic online.”

Aaron Klein

Chief Executive Officer, Riskalyze

“Snappy Kraken notched very good satisfaction scores, which bodes well for their future.”

2019 T3 Advisor Software Survey

“The most innovative marketing platform for advisers.”

Investment News

WINNER — XYPN FinTech Competition

XY Planning Network

WINNER — ScratchWorks FinTech Accelerator

ScratchWorks

WINNER — Wealth Management Industry Awards (Social Media Leadership)

Wealth Management

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.

WHY OUR MEMBERS RAVE ABOUT SNAPPY KRAKEN

START SCALING YOUR MARKETING Automatically

1

CLAIM YOUR TERRITORY

Check to see if your territory is still available.

2

SET UP YOUR ACCOUNT IN MINUTES

Simply add your contact info, logo, and disclosures, etc… A Success Specialist will reach out to verify your account setup, and will guide you in kicking off your automated marketing system.

3

WATCH YOUR BUSINESS GROW ON “AUTOPILOT”

Every month you’ll be launching fresh, timely, and goal-focused campaigns like magic. A Success Specialist will provide guidance on your “launch” to make sure everything aligns with your growth objectives. All campaign metrics will be tracked so you can sit back and witness your “autopilot” growth.

Ready To Dominate Your Territory With 100% Exclusivity?

*Territories are available on a first-come, first-served basis. Once they’re claimed, we’ll begin a waitlist for each territory and alert the next adviser in line if the territory becomes available.