CAMPAIGNS APP
You Can’t Be Everywhere. But Your Marketing Can.
Marketing automation and award-winning content for financial advisors. Run high-impact campaigns in just 1–2 hours per month. Or scale your growth with proven strategies and powerful tools. The platform flexes to match your goals.
Marty Bicknell
CEO & President
“Snappy Kraken is the only marketing company in our industry that delivers proven results and stands behind them. Who else publishes their actual results for everyone to see? Who else offers a money-back guarantee if advisors aren’t satisfied?”
Share Content That Actually Creates Value
When you’re not face-to-face with prospects or clients, your content does the heavy lifting. Our content doesn’t just check the box. It makes your firm look exceptional.
- 150+ Pre-Built Campaigns – Launch award-winning content across websites, email, text, and social in just one click.
- Edit Everything or Build Your Own – Personalize text, images, layout, and more. Make our content yours, or start from scratch with flexible DIY templates.
- AI-Powered Content Tools Built In – Create full campaigns in minutes using drag-and-drop AI builders for emails, headlines, and graphics.
Automate Everything without Losing the Personal Touch
Move faster than the competition while still sounding like you. Snappy Kraken’s automation handles the follow-up, nurture, and list management, so you can show up consistently… even when you're fully booked.
- Sub 5-Minute Speed-To-Lead – Instantly capture new leads and send personalized replies—no delay, no manual steps.
- Always On, Multi-Channel Nurture – Keep in touch across email, social, and text, even when you’re focused on clients.
- Smart Sequences, Zero Effort – Multi-step campaigns automatically. Lists update in real time. No spreadsheets, no busywork.
See Who’s Engaging, and Know What To Do Next
No more guessing. The Opportunities Feed shows you exactly who’s paying attention and when to act—so you can prioritize the right contacts, follow up at the perfect moment, and turn interest into meetings.
- Know Who’s Ready to Talk – See a live feed of your most engaged prospects—ranked by behavior and intent.
- Focus on Your Hottest Leads – Built-in opportunity scoring highlights contacts who are most likely to convert.
- Act with Confidence, Not Guesswork – Get clear next-step prompts—like “Call this contact” or “Send invite”—so no lead slips through the cracks.
Michael H. Baker
CIMA®, CFP®, RICP®, RMA℠, Manager, Founding Member
“Snappy Kraken’s consistent drip of awesome content makes me look top notch with my followers! Recently, their Retirement Success campaign led me to a $1.5 MILLION client!”
Leah Humphries
Partner and COO
“The 90-Day New Client Campaign saves us a ton of time! And just the fact that we have your team to walk us through your software every month is worth the price of admission!”
Jeff Burrow
CFP®, AIF®
“Wow, what a difference! My clients interact more, and I’m getting far more requests for prospect meetings. Highly recommended!”
Purpose Built For Financial Services. Proven to Outperform.
Most platforms offer templates. We deliver growth. Snappy Kraken combines award-winning content, intelligent automation, and real-time engagement data into one cohesive system. So that you can win more business, faster.
Respond in under 5 minutes
Speed to lead with Snappy Kraken beats the industry average of 24-48 hours, putting you ahead of the competition every time.
Create Anything with AI-Powered Builders
Customize every campaign or start from scratch using intuitive drag-and-drop tools and integrated AI content creation.
Automate without Feeling Automated
Multi-channel campaigns and follow-ups that feel personal. Never robotic or canned.
4.5x Better Marketing Performance vs. Other Advisor Marketing Tools
More traffic. More leads. More engagement. With less effort.*
7x Faster Growth than the Industry Average
Firms using Snappy Kraken grow significantly faster than the rest of the field.
All the Power, None of the Headaches
Skip the consultants, custom dev, and 6-month buildouts. Snappy Kraken delivers Salesforce-level marketing power—without the complexity, cost, or chaos.
Move Fast—Without Risking Compliance
FINRA-Reviewed Campaigns
Every campaign is crafted with compliance in mind and reviewed for use by thousands of advisors.
SOC 2 Type 2 Certified
Enterprise-grade data security trusted by RIAs, BDs, and IMOs nationwide.
Built-In Archiving & Approval Workflows
Route content for review, lock down edits, and archive communications—all within the platform.
Ready to Accelerate Your Firm’s Growth?
You shouldn’t have to guess at marketing—or spend all day doing it. Snappy Kraken gives you the content, automation, and insights to grow faster with less effort. Whether you're just getting started or ready to scale, we’ll show you exactly how it works.
Download the Modern Growth Stack White Paper
The Modern Growth Stack White Paper shows how RIAs, IMOs, and broker-dealers are transforming marketing into a scalable growth engine—driving predictable organic growth, strengthening advisor recruiting and retention, and protecting firms with compliance oversight.
Frequently Asked Questions
What is Snappy Kraken's Campaigns App, and how is it different from marketing templates?
+The Campaigns App is a complete marketing automation system for financial advisors—not just a library of templates. You get ready-to-launch, multi-step campaigns across email, social, and text that are fully customizable and designed to convert.
Is Snappy Kraken just for individual advisors, or does it work for firms too?
+Snappy Kraken works for both solo advisors and multi-advisor firms. Individual advisors can run a full marketing program in just 1–2 hours a month, while larger firms can scale marketing across their advisor network—with centralized control, brand consistency, and compliance oversight built in.
Can I customize the campaigns for my firm's brand and audience?
+Yes. You can edit all campaign content—including text, visuals, layout, and timing—or use our AI and drag-and-drop builder to create campaigns from scratch. It's all built to support personalized marketing for financial advisors.
Does Snappy Kraken integrate with advisor CRMs like Redtail, Wealthbox, or Salesforce?
+Yes—and we're the only marketing automation platform purpose-built for financial advisors that offers real-time CRM sync. Other platforms only update once a night, leaving your data stale and your responses slow. With Snappy Kraken, contacts, groups, and campaign activity stay perfectly up-to-date 24/7—no manual uploads, no delays. This unlocks personalization at scale, smarter automations, real-time engagement tracking, and accurate pipeline and ROI reporting. It's a seamless system that helps you move faster, follow up smarter, and prove what's working.
How does Snappy Kraken help with FINRA and SEC compliance?
+All campaigns are created with compliance in mind. You can route content for internal or enterprise review, lock down final versions, and archive everything automatically—making it easy to meet FINRA and SEC marketing requirements.
How much time does it take to run marketing with Snappy Kraken?
+Most advisors using the Campaigns App run their entire marketing program in just 1–2 hours per month. With automated campaigns, AI-powered tools, and CRM integration, you can stay visible without spending hours writing or managing content.
Can Snappy Kraken automatically follow up with new leads?
+Yes. With built-in lead capture and automation, Snappy Kraken can respond to new leads in under 5 minutes—automatically. You'll never miss an opportunity, and every follow-up feels personal and timely.
Does Snappy Kraken include reporting or dashboards?
+Yes. Snappy Kraken includes built-in BI (business intelligence) dashboards that show how your marketing is performing—from campaign engagement all the way through to meetings, referrals, and AUM growth. With real-time pipeline reporting and CRM-connected insights, you'll know exactly which campaigns and lead sources are driving results, so that you can double down on what's working.
