Snappy Kraken: The HubSpot for Multi-Advisor Firms—But Better

Marketing for a financial firm isn’t a solo effort. Whether you're a multi-advisor
RIA, an ensemble practice, or a growing medium to large firm, your marketing
needs go beyond what a single-advisor setup requires.

You need visibility across multiple advisors, marketing automation that scales, and built-in compliance—all without overwhelming your team.

That’s where Snappy Kraken comes in.

Unlike general marketing platforms like HubSpot, which require heavy
customization for financial services, Snappy Kraken is built exclusively for
financial firms that need scalable, compliant, and ROI-driven marketing
solutions.

Why Multi-Advisor Firms Choose Snappy Kraken

1. Built for Medium to Large Firms, Not One-Size-Fits-All

HubSpot and other mainstream marketing tools weren’t designed for firms
managing multiple advisors. The result? Fragmented marketing, compliance
headaches, and inconsistent execution.

With Snappy Kraken, you get: 

Centralized Marketing Control - Deploy campaigns at the firm level while allowing advisors to personalize their outreach.

Centralized Marketing Control - Deploy campaigns at the firm level while allowing advisors to personalize their outreach.

White-Labeled Content & Campaigns – Standardize firm-wide messaging while keeping advisors’ personal branding intact.

2. AI-Powered Content Generation for Financial Services—Built
Into Your Workflow

Marketing moves fast. Snappy Kraken’s built-in AI features help financial advisors
and marketing teams create compelling content quickly—without switching
between platforms.

Unlike external AI tools, which require copy-pasting between apps, Snappy
Kraken integrates generative AI directly into your marketing workflow. The advisors themselves (or teammates who support with marketing) can generate
headlines, body copy, calls-to-action (CTAs), and visuals in seconds—all within
a platform designed for financial services marketing.

• Save time with AI-generated content suggestions for emails, social posts, and campaigns.
• Create custom images that align with your firm’s branding.
• Refine & personalize with ease—AI provides a starting point, but you control the final message.
• Keep everything in one place—no need to toggle between multiple AI tools and marketing software.

See more examples of generative AI for financial services firms.

🚨 Compliance Considerations: While AI accelerates content creation, all
materials should still be reviewed for regulatory compliance. Advisors and firms
retain full control over final messaging, ensuring it aligns with industry standards.

By embedding AI-powered tools directly into your marketing workflow, Snappy
Kraken helps firms move faster, create smarter, and market more effectively—
without adding complexity.

3. Compliance That’s Baked In, Not Bolted On

Marketing compliance isn’t optional in financial services. Yet, most general
marketing platforms leave compliance up to the user—putting your firm at risk.

Snappy Kraken ensures compliance every step of the way:

• Pre-Approved Campaigns – Minimize compliance reviews with FINRA/SEC-friendly content.
• Audit Trails & Approval Workflows – Automate review processes and maintain oversight.
• Role-Based Access & Permissions – Control what advisors can edit, publish, or customize.
  

4. True Marketing Automation—Without the Setup Hassle

For multi-advisor firms, marketing automation must balance firm-wide control
with advisor-level flexibility.

HubSpot requires extensive customization to function this way, while Snappy
Kraken delivers this out of the box.

• High-Level Control Over Advisor-Specific Campaigns – Run marketing at
  scale while giving advisors autonomy.
• Automated Lead Nurturing – Advisors stay engaged with prospects without manual follow-ups.
• Integration with Financial Services CRMs – Connect directly to Wealthbox, Redtail, and other advisor CRMs.

For Marketing Managers: More Control, Less Chaos

If you’re managing marketing for a multi-advisor firm, you don’t need another
generic tool that creates more work.

You need a solution that:

✅ Gives you full visibility into advisor performance.
✅ Streamlines marketing execution without endless customization.
✅ Simplifies compliance and brand consistency.

Snappy Kraken does just that.

For Growth-Focused RIAs & Multi-Advisor Firms: Scale Without Breaking Your Marketing

You’ve outgrown basic marketing tools, but you’re not at a point to justify a
massive custom-built enterprise system (that may take 10 - 12 months or more
to launch!).

That’s where Snappy Kraken delivers:

• Mass campaign deployment for your entire advisor network.
• Compliance workflows built specifically for financial firms.
• Advisor onboarding, training, and adoption tracking.
• Enterprise-level analytics without enterprise complexity.

Snappy Kraken vs. HubSpot: The Multi-Advisor Firm’s Perspective

The Best Marketing Platform for Multi-Advisor Firms? It’s Snappy Kraken

HubSpot is a powerful tool—but it wasn’t designed for financial firms managing
multiple advisors, compliance, and marketing ROI at scale.

Snappy Kraken removes the complexity, risk, and inefficiency of using generic
marketing tools—giving multi-advisor firms a scalable, compliant, and advisor-
friendly way to drive growth.

🚀 Book a demo today and see why multi-advisor firms choose Snappy Kraken.