Snappy Kraken is headed to Boston, October 27–29. Visit us in Tech Alley, Booth 13, to explore smarter marketing, new innovations, and a few Halloween surprises.
The financial advisory industry is evolving. Firms are growing, client expectations are changing, and technology is creating new opportunities to connect with clients and prospects.
But one challenge remains: How do you turn your marketing efforts into meaningful business growth without adding more work?
That's the conversation we're excited to have at IMPACT 2026.
The Snappy Kraken team is heading to Boston to connect with financial advisors, RIAs, and wealth management leaders who are thinking about what's next for their businesses.
Whether you're an independent advisor looking to attract new clients or a growing firm trying to coordinate marketing across multiple advisors, we'd love to meet you.
Beyond Marketing Automation: Orchestrating Growth in 2027
For years, marketing automation has helped financial advisors stay connected with clients, nurture prospects, and maintain consistent communication.
But automation is only part of the equation.
As firms grow, marketing becomes more complex. Advisors need relevant content, marketing teams need visibility, and leadership needs to understand what's working.
The opportunity isn't simply to automate more tasks. It's to bring marketing strategy, execution, and intelligence together to support growth across your business.
We call this growth orchestration.
At IMPACT, we're excited to show you how Snappy Kraken is helping firms move beyond individual campaigns and disconnected marketing activities toward a more connected approach.
Three Reasons to Visit Snappy Kraken at IMPACT
1. Discover a Simpler Way to Manage Marketing Across Advisors
Growing your advisory business shouldn't mean multiplying your marketing workload.
With our new Office Hub, we're making it easier for firms and marketing teams to coordinate marketing across multiple advisors.
Whether you have a handful of advisors or a larger organization with centralized marketing, Office Hub helps simplify administration, improve coordination, and support consistent marketing execution.
The goal? Give your team more time to focus on strategy, relationships, and growth.
2. Meet Your New AI Marketing Operations Coworker
What if understanding your marketing performance was easier than running another report?
Meet Snappy AI, your AI-powered marketing operations coworker.
Snappy AI helps you analyze marketing activity, understand performance, and identify what to do next.
Instead of spending time trying to piece together information, you can spend more time making informed decisions.
At IMPACT, ask our team how Snappy AI can help make marketing intelligence more accessible and actionable for your business.
3. Build a Smarter Marketing Strategy for 2027
Marketing success isn't about sending more emails or launching more campaigns.
It's about reaching the right people, building stronger relationships, and creating consistent opportunities for growth.
Stop by and talk with our team about:
- Attracting and nurturing financial advisor prospects
- Reengaging contacts already in your CRM
- Strengthening client engagement through automated marketing
- Coordinating marketing across multiple advisors
- Using marketing intelligence to identify new opportunities
Whether you're just getting started or looking to scale, we want to hear about your goals and help you explore what's possible.
And Because It's Halloween Week... We've Got a Few Treats! 🎃
We know traveling during Halloween week can mean missing some of the fun at home.
So we're bringing a little Halloween spirit to Boston.
Visit Tech Alley, Booth 13, to meet our team, talk marketing, and pick up a special treat.
We've also got some limited-edition Snappy Kraken gear you won't want to miss.
Consider it our way of making sure you don't head home empty-handed!
Let's Connect at IMPACT 2026
When: October 27–29, 2026
Where: Boston, Massachusetts
Find us: Tech Alley, Booth 13
Whether you're interested in exploring new marketing technology, making marketing easier for your team, or preparing your firm for growth in 2027, we'd love to connect.
Stop by, say hello, and let's talk about what's next.
Schedule Time With the Snappy Kraken Team
Not attending IMPACT? You can still discover how Snappy Kraken helps financial advisors and wealth management firms simplify marketing and orchestrate growth.
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