Book your demo to claim15% OFF!
A COMPLETE MARKETING SYSTEM FOR FINANCIAL ADVISORS
2x Appointment Requests
3.3x Lead Generation Results
6x Website Traffic
”Nothing compares to Snappy Kraken. When I used more generic content in the past, people stopped opening my emails. That doesn't happen with Snappy's content. I landed 4 clients in my first year using the program, which is a big ROI.”
- Heath Harris
SVP at Oliver Wealth Management
Freedom360A done-for-you, premium |
Freedom360$899/month Annual
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| Access to All Features in Grow Snappy Kraken Plans, plus… |  |
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| Marketing Foundation Setup | |||
| Website and Marketing Foundations Audit | |
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| SEO Package Implementation | |
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| Website Conversion Optimization with Lead Capture Offers and Corresponding Funnels | |
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| Automated Email Campaigns Setup for New Client Onboarding and Prospect Nurturing | |
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| Done-For-You Implementation | |||
2x Per Month Timely Emails
 Our timely emails help you reassure, educate, and build stronger connections with your clients. |
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| Monthly Visual Insights Newsletter
Interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each campaign is backed by research and designed to be highly shareable. |
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| Quarterly Financial Update Campaign
Give your clients and prospects a bite-sized overview of the previous quarter’s key market and economic data. |
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| New Monthly Blog Post On Website | |
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| Support and Training | |||
| Dedicated Account Manager | |
CampaignsWin prospects and wow clients |
Serve$209/month Paid
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Grow (Most Popular!)$409/month Paid
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| Automated Email |  |
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| Social Media Sequences
Access social media messages and images that can be scheduled and published across Facebook, LinkedIn, and Twitter over the course of days, weeks, and even months, automatically. |
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| Landing Pages and Forms | |
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| Easy Editing
Edit emails and social media posts with a real-time preview of your content before launch. |
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| Contact and Group Management
Add and edit details about individual contacts while also selecting entire groups of contacts to receive communications specific to the group. |
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| CRM Integration with Two-Way Sync
Integrated with Redtail Technology (an Orion Company), Wealthbox, and Salesforce. |
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| Marketing Performance Dashboard | |
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| Compliance Functionality
Download and submit your campaigns for compliance approval in one click. |
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| 2x Month Timely Emails
Our timely emails help you reassure, educate, and build stronger connections with your clients. |
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| Quarterly Financial Update Campaigns | |
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| New Client Onboarding Campaign | |
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| Custom Branded Email Templates | |
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| Knowledge Base with Video Training | |
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| Email Support | |
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| Monthly Marketing Workshop | |
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| Event Campaigns | |
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| Monthly Visual Insights Campaign
Interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each campaign is backed by research and designed to be highly shareable. |
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| Monthly Personal Connection Video Campaign
The fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business. |
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| Monthly Marketing Strategy including Content
Featured campaigns, recommendations, and marketing tips delivered to your inbox every month. |
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| Website Accessibility Tool
Rank higher and reach more clients by making your website accessible to all. |
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| Lead Generation Campaigns | |
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| Blog Lead Capture Forms (Requires Website) | |
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| Lead Nurturing Sequences | |
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| Referral Campaigns | |
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| Testimonial Gathering Campaign (RIA Only) | |
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| Video Consultations | |
WebsitesStand out and skyrocket |
Serve$199/month Paid Annually$1,499 |
Grow (Most Popular!)$389/month Paid Annually$2,499 Setup |
| Personalized Website | |
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| Compliance Archiving | |
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| Compliance and BD Pre-Reviewal Engine (if applicable) | |
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| Blogging Tools
Easily add a blog to your website in order to help drive traffic through SEO and establish credibility. Write your own or post timely articles from the Content Library. |
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| Lead Manager with Forms
View all website form submissions in one place and quickly download contact information of potential clients. |
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| Easy Editing Interface | |
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| SSL Certificate | |
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| Analytics Dashboard | |
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| Redtail Connectivity | |
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| Live Training Workshops | |
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| Email Support | |
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| Website Updates Support | |
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| Personalizable Content Library
The content library offers you hundreds of pieces of content tailored to different audience segments, including ready-to-use blog articles, videos, and graphics. |
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| Content Scheduler | |
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| Video Banners
Use a video banner on your homepage to make your website design more appealing to your target audience. |
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| Social Media Sharing Tool | |
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| Video Support | |
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| Dedicated Support Specialist | |
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| SEO Tools
Increase traffic to your website and get found online by your ideal client at the moment of their search with comprehensive Search Engine Optimization tools. |
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| SEO
Search Engine Optimization including Research and Keyword Strategy |
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OUR MEMBERS LOVE THE KRAKEN
David Ortiz, CTC
Managing Partner
Financial Chef, LLC
“10 people reached out to me and three asked for an appointment. I met today with Scott who I met years ago networking in Miami. He has a net worth of $40MM with $10MM in equities. He has always done his own investments but told me that he was compelled to call me. Not sure what it will lead to, but I would not have had the opportunity without Snappy Kraken.”
Mark Silverman, CFP®
Managing Partner
Silverman + Associates
“I can honestly say Snappy is about the easiest and most impactful system I’ve used in my over 25 years in the industry. In looking at my “dashboard” right now, we have an Open Rate Average of 38.24%! Snappy has also been tremendous in reviewing our work and making sure we are capitalizing on using a variety of campaigns without overloading our contacts. I’ve been very impressed. Thanks Snappy!”
Ritika Bansal
Marketing Coordinator
Marketing Coordinator
“The things we LOVE about Snappy Kraken… They keep coming up with new and innovative content. The graphics in their campaigns are amazing. The platform is easy to navigate and track. Finally, one click, and you are set for a month, making marketing easier, quicker, and effective.”
LED BY EXPERTS
3.4 million
campaigns created
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5000+
websites launched
FUELED BY DATA
100.9+ million emails
delivered and analyzed
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Frequent target market and subject matter expert surveys
DRIVEN BY SERVICE
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97% of Snappy Kraken clients are satisfied with their website services
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95% of Snappy Kraken clients recommend using Snappy Kraken to other advisors
PROVEN BY RESULTS
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98% of Snappy Kraken clients said we helped them keep in better touch with their clients
3.4 million
campaigns created
