ADVISORS
Stay consistent without becoming a marketer.
Keep marketing running alongside your client work. Choose ready-to-use content, make it yours, and let automated follow-up keep your relationships moving.
- Clear next-step guidance
- Ready-to-launch campaigns
- Automated lead and client nurture
“If time is money, then Snappy Kraken saves both. In less than an hour, I can schedule two months of email campaigns, and get an 83% increase in client/prospect interaction.”
Jay Reeves
Clarity Financial Wealth Management
MARKETERS AND TEAMS
One strategy. Each advisor's voice.
Turn your marketing plan into campaigns your advisors can use. Coordinate content and follow-up across your team, with room to personalize for each advisor's audience.
- Firm and advisor workspaces
- Shared campaigns with local flexibility
- Adoption and performance visibility
“Snappy Kraken helped us close a major communication gap. The consistent touch points kept us top of mind and gave us a way to stay connected outside of in-person events.”
Chris Mediate
Financial Advisor & Director of Marketing, Mediate Financial Services, Inc.
LARGE FIRMS AND ENTERPRISES
Lead marketing across your network.
Set a shared direction while giving advisors flexibility within your firm's standards. Keep oversight of content, compliance, and performance as your network grows.
- Firm-wide governance and permissions
- Campaign management across your network
- Network-wide reporting and support
“[...] They've been progressive, responsive, and invested in helping us deliver enterprise value that surpasses other platforms.”
Matt Neuman
Chief Strategy Officer, Advisors Excel
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DISCOVERY
A website that speaks their language.
Show visitors you understand their priorities, share their values, and can help them work toward the future they want.
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INTEREST GROWS
Content that shows your expertise.
Give people useful perspectives on the questions already on their minds, from retirement decisions to changing markets.
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AUTOMATED FOLLOW-UP
Follow-up that fits the relationship.
Keep relevant messages arriving over time, with campaigns that change as a prospect’s engagement develops.
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PERSONAL CONVERSATION
A clear reason to start a conversation.
See who's engaging in the Opportunities Feed and reach out personally when there's a useful reason to connect.
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YOU CHOOSE
Choose your content.
Choose from prebuilt campaigns and ready-to-use content, then make it yours with drag-and-drop builders and AI editing tools. Add your own content whenever you want.
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YOU CONNECT + LAUNCH
Connect the right audience.
Sync contacts through your CRM integration. Choose your audience, complete any required review, and launch.
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AUTOMATION CONTINUES
Let follow-up keep working.
Connect an audience to a campaign. Once configured, qualifying prospects enter automatically and messages continue over weeks and months.
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YOU FOLLOW UP
Spot the next conversation.
See who's engaging in the Opportunities Feed and reach out personally when there's a useful reason to connect.
The difference
with Freedom360.
Compared with self-service advisors, based on eight months of program data.
6X Website
Traffic
2X Appointment
Requests
AFTER SWITCHING FROM SELF-SERVICE TO FREEDOM360
“...My clients interact more and I've begun to receive far more inbound requests for prospect meetings. Highly recommended!”
Jeff Burrow
President & Founder, CFP, AIF, Sierra Ocean, LLC
Compliance that fits your firm.
Use Snappy Kraken's compliance dashboard to review and approve marketing, or work within your firm's existing approval process. Supported integrations help keep approved content and compliance records connected.
Your CRM and marketing, connected.
Connect Redtail, Wealthbox, Salesforce, and other supported CRMs to keep contacts and audiences in sync and bring marketing engagement back into your CRM.
Data protection you can take seriously.
Snappy Kraken maintains SOC 2 Type 2 security standards and safeguards personal information against unauthorized access, use, and disclosure.
