Snappy Kraken Enterprise is a full-scale marketing, automation, and growth platform built for financial services firms that support networks of advisors. It centralizes content, automation, compliance, and reporting — enabling firms to manage marketing at scale across 5 or 5,000 advisors.

It's built for RIAs, broker-dealers, IMOs/FMOs, OSJs, and any firm that manages or supports advisors who need consistent, compliant, high-performing marketing with best-in-class reporting.

Enterprise includes mass-publishing tools, custom branding, centralized admin controls, content governance, compliance workflows, and network-wide reporting — features not available in the individual advisor version.

Enterprise enables firms to:

• Deploy campaigns across their advisor network at once
• Upload custom content and create templates for advisors
• Automate marketing through email, social, and landing pages
• Use AI to accelerate personalized content creation
• Maintain compliance with approvals, audit trails, and content controls
• Track advisor performance with real-time analytics
• Support advisors with training, onboarding, and managed services

Yes. Enterprise includes AI tools for generating personalized emails, social posts, and landing pages, while maintaining firm-level compliance controls.

Yes. Enterprise supports advanced branding, templates, white-labeling, and firm-level design standards.

Yes. Admins can manage multiple hierarchies, cohorts, or office groups and deploy campaigns to any subset of advisors.

Enterprise includes workflows for pre-approval, content review, archiving, and controlled publishing — allowing full oversight for regulated firms.

Yes. Every action — edits, approvals, campaign sends, and advisor activity — is automatically logged.

Yes. Firms control which elements are customizable, protecting brand and regulatory standards while allowing advisors to add their personal touch.

Snappy Kraken connects with major advisor CRMs such as Salesforce, Redtail, Wealthbox, and others through native integrations or API.

Yes. Enterprise supports API integrations, SSO, and custom workflows for firms with specialized tech stacks.

Yes. Firms may upload proprietary content, create custom campaigns, or blend internal materials with Snappy Kraken's library.

Admins can:

• Impersonate advisors
• Deploy campaigns at scale
• Control content access
• Set branding rules
• Manage compliance
• Review performance across the entire network

Yes. Enterprise includes implementation support, CRM configuration, advisor onboarding, training, and ongoing success check-ins.

Yes. Advisors gain access to live training sessions, monthly marketing mix webinars, tutorials, and customer support.

Enterprise includes engagement and AUM-based analytics for:

• Advisor-level performance
• Network-wide engagement
• Lead flow and conversions
• Campaign effectiveness
• Compliance activity

Yes. Dashboards highlight adoption, engagement levels, and opportunities for targeted coaching.

By standardizing marketing across advisors, firms typically see higher participation, greater prospect engagement, stronger brand consistency, and faster organic growth.

Most firms begin using the platform within a few weeks, depending on CRM integration needs and the size of the advisor network.

No. Pricing is customized based on advisor count, integration requirements, support level, and firm objectives.

Schedule a strategy call or demo to assess your goals, advisor structure, compliance needs, and desired rollout timeline.

No. Advisors can launch ready-made campaigns with minimal effort, supported by monthly education and guided best practices.

Yes — within firm-defined limits to ensure brand and compliance protection.

Absolutely. Advisors can automate nurturing, follow-ups, newsletters, and social posts — freeing them to focus on client service and prospecting.

• Industry-specific compliance controls
• Advisor-level personalization at scale
• Built-in AI content tools
• Multi-office and multi-cohort management
• Deep CRM integrations
• Market-tested content library
• Transparent reporting across the network
• Dedicated enterprise-level support

Yes. Enterprise supports firms at any size, from regional OSJs to nationwide advisor networks.