– InvestmentNews
WE GIVE FINANCIAL PROFESSIONALS THE TOOLS THEY NEED TO ACCOMPLISH FIVE ESSENTIAL GOALS.
Click on a goal to see how we can help you reach it.
NEW LEADS
Maybe you’ve tried it all: subscribing to content libraries, hiring email and social media “pros”, upgrading your website for a small fortune…but you’re still not getting the results you want.
EXISTING
PROSPECTS
In the course of your career, you’ve likely built up a reputation. And a list. You have contacts who need your services, but they need a bit of guidance to take the next step. Don’t waste the opportunity.
CLIENTS
It takes work to get clients. Further, it takes a solid system to continually engage them. You’re busy, so how do you forge loyalty and keep your clients from feeling ignored?
CLIENT
REFERRALS
Make yourself referable without having to resort to tactics that feel awkward or too salesy. The missing key in most advisers’ referral strategy is this: Provide a worthwhile incentive for referrals.
OPERATIONAL
WORKFLOWS
Look around your day-to-day activities: onboarding new clients, running your practice, even answering phones. You can earn a lot of lost hours back by refining (and even automating) key processes.
WHAT’S SNAPPY KRAKEN ALL ABOUT?
When we started building Snappy Kraken, we didn’t sit around looking for a “big opportunity for us”. There are too many people who try that, and they don’t end up solving problems.
We decided to tackle real problems within the industry. We talked at length with real advisers about their real pains and real struggles. Then we got to work to create a solution for automating marketing and business processes.
Are tired of risky expenses
No “baked in” setup fees
No long-term contracts
Month-to-month subscription
You can cancel anytime
Are short on time
Instant setup
Automated campaigns
Automated workflows
FINRA reviewed content
Want to keep the services they love
No need to switch websites
No need to switch email providers
CRM integration coming soon
More API integrations coming soon
Care about metrics & ROI
Overall results tracked in dashboard
Metrics per campaign
Metrics per contact
Metrics on an enterprise level
Are in different stages of growth
Solo advisers
Growing practice
Established practice
Enterprise
Want more freedom with marketing
Brand designs with your logo (in seconds!)
Edit content or leave as-is
100% custom options available
Pick marketing based on your goals
