AI-POWERED MARKETING INTELLIGENCE

 

Meet Snappy AI

Your built-in growth assistant—for faster follow-up, smarter outreach, and content that converts.

 

Snappy AI helps financial advisors move faster, follow up smarter, and create better marketing with less effort. It’s not a separate tool. It’s fully integrated into the Snappy Kraken platform—powering intelligent workflows, surfacing your hottest leads, and helping you create standout content in minutes.

 

 

Jay Reeves

Founder

Clarity Financial Wealth Management

 

“As soon as I found out about the AI-Powered Email Builder, I had to try it! I was under a deadline to send out useful content and a promotion via email. I asked the AI helper to craft a message about the 'benefit of using structured notes in a portfolio to stave off stock market volatility'. In an instant, I had what I needed, and was able to send out a well-crafted email to my list. I'll be using this tool often and can't wait to see where it goes from here.”

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Smarter Follow-up Starts Here

Snappy AI doesn’t just show you who clicked. It shows you who’s ready. The Marketing Hub uses AI to surface your warmest leads and recommend the next best action—so you can prioritize the right people and convert more interest into meetings.

 

  • Opportunity Feed – See a live feed of prospect engagement across emails, social posts, landing pages, and more—ranked by real intent signals.
  • Opportunity Scoring – Know which contacts are most likely to book with smart, behavioral-based scoring that updates in real time.
  • Next-Step Prompts – Get clear suggestions like “Send invite” or “Make a call”—so you never lose momentum with a hot lead.

Automate The Busywork. Speed Up Results.

Forget juggling spreadsheets, tagging contacts, or manually triggering campaigns. Snappy AI handles the heavy lifting behind the scenes—so you follow up faster, keep contacts moving, and never miss a lead.

 

  • Instant Lead Capture – Automatically capture leads from emails, forms, PDFs, and more—zero manual data entry required.
  • Auto-Enrollment in Campaigns – Every new contact is instantly added to the right campaign based on their behavior or source.
  • CRM-Synced Updates – All engagement data flows directly into your CRM in real time—so everything stays up to date without extra work.
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Boost Your Creativity With
In-App Content Builders.

Whether you’re customizing a campaign or starting fresh, Snappy AI helps you create high-impact content in minutes. No design or writing skills required. No copy-paste chaos. Just dream, build, and launch.

 

  • Generative AI for Content Writing – Describe what you want to say—Snappy AI instantly writes engaging emails, landing page copy, and campaign messages that feel personal and professional.
  • Magic Image Generator – Turn simple prompts into eye-catching visuals that match your message, your audience, and your brand—no stock photo sites or design tools needed.
  • Drag-and-Drop Campaign Builder – Visually customize layout, design, and messaging with smart AI suggestions that help you move faster and convert more.

Powerful. Compliant. Built For Our Industry.

Snappy AI isn’t just smart—it’s safe. Every AI tool is designed specifically for financial professionals, with compliance and data protection built in from the start.

 

  • No Risky Data Sharing – Your client data stays secure. Snappy AI never passes sensitive information to third-party LLMs.
  • FINRA & SEC Friendly – All AI-generated content is reviewable, archivable, and compatible with existing compliance workflows.
  • Controlled, Not Unleashed – Firms stay in full control. Every output can be edited, locked down, or routed for approval before going live.
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Built Into Every Workflow. Getting Smarter Every Day.

 

Snappy AI isn’t an add-on. It’s your always-on growth assistant—fully integrated across every part of the platform. As you use it, it adapts to your content, your leads, and your marketing style—so you get faster, smarter, and more effective with every campaign.

 

 

 

Frequently Asked Questions

What is Snappy AI?

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Snappy AI is the intelligence layer inside Snappy Kraken. It powers smart workflows, lead scoring, and content creation—helping advisors grow faster with less effort.

Is Snappy AI compliant with FINRA and SEC regulations?

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Yes. All AI-generated content can be reviewed, archived, and approved before publishing. Snappy AI is built for compliance from the ground up, so you can move fast without taking risks.

Does Snappy AI use or store my client data?

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No. Your data is never passed to third-party AI engines. Snappy AI is built to protect your contacts and stay aligned with financial industry regulations.

Can I edit the content Snappy AI generates?

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Always. Whether it's a headline, email, or full campaign, you’re in control of every word, layout, and image. Use AI to go faster—not to hand over the wheel.

How is this different from tools like ChatGPT or Canva?

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Snappy AI is purpose-built for advisors. That means financial-specific prompts, compliant outputs, CRM integration, and marketing intelligence you can act on. No disconnected tools. No guesswork.

Do I need writing or design skills to use it?

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Nope. Just describe what you want, and Snappy AI helps you build polished campaigns with drag-and-drop simplicity.

Can Snappy AI tell me which leads are ready to follow up with?

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Yes. The Opportunities Feed shows you who’s engaging across campaigns—ranked by intent and behavior. You’ll see exactly who to prioritize and what to do next.

How does Snappy AI help with follow-up and automation?

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It powers workflows that automatically send the right messages at the right time—whether it’s a new lead, birthday, referral ask, or re-engagement nudge. You stay consistent without more manual work.

Can I use Snappy AI to personalize campaigns at scale?

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Absolutely. With smart segmentation, CRM sync, and dynamic content, Snappy AI helps you deliver personalized experiences to every contact—automatically.

Is Snappy AI included in every Snappy Kraken plan?

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Yes. All Snappy Kraken plans include access to Snappy AI—no extra tools, fees, or complexity required.