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Achieve 7x
faster organic
growth
in your
advisor network*

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* Snappy Kraken Advisor growth rate was 7x
Fidelity Advisor averages in 2023

  • Attract and retain top-performing advisors
  • Scale growth strategies across your network
  • Execute compliant marketing campaigns fast
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* Snappy Kraken Advisor growth rate was 7x
Fidelity Advisor averages in 2023

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More than 7,000 financial advisors across 200 leading financial networks trust Snappy Kraken

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Scale and measure organic growth across your network

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Enhance recruiting and retention

Use your customized growth platform to attract and retain top advisors

  • Prove your value with marketing that performs
  • Deliver data-backed insights on client and prospect engagement
  • Differentiate with innovative marketing strategies
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Build, launch, & track campaigns

Modify existing templates or build your own automated marketing campaigns

  • Custom integrations with popular advisor tools and content
  • AI-powered content creation tools
  • Comprehensive reporting on campaign performance
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Easy administration & compliance

Elevate your marketing offering with streamlined marketing  distribution processes

  • Admin Access/User Impersonation
  • Mass create and publish for all your advisors
  • Robust compliance workflows that meet FINRA and SEC regulations
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Your advisors deserve an upgrade

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Deep Integrations

Integrate seamlessly with your existing technology stack and popular CRMs, social media platforms, and advisor-tech tools

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AI-Powered Tools

Leverage drag-and-drop builders and generative AI to create email newsletters, landing pages and more with ease

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Campaign Orchestration

Deploy marketing content, investment research, market commentary and more on behalf of your advisors with just a few clicks

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Compliance Management

Ensure all marketing materials meet regulatory standards with built-in compliance workflows, archiving, and monitoring

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insights

Built for the most growth-focused enterprises

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Accelerate Organic Growth

On average, firms that use Snappy Kraken grow 7x faster than industry average

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Improve Marketing Outcomes

4.5x advisor marketing performance over competing solutions

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Increase Revenue

The combination of increased financial advisor AUM with our revenue share program can add a multi-% boost to your bottom-line

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Designed for enterprises

Comprehensive Reporting

  • By Individual or Cohort
  • Across Entire Network
  • By Campaign or Channel

Administrative Control

  • Integrations
  • Content and Compliance
  • User impersonation and adoption pipeline

Rapid Deployment

Now with AI

  • Pre-Created Campaigns
  • Large Scale Orchestration
  • Performance & Personalization Indicators

Customization & Branding

Now with AI

  • In-Depth White-labeling
  • Drag & drop builder (with AI)
  • Custom Integrations

Full Support

  • Dedicated Account Manager
  • Quarterly Business Reviews
  • Chat, Email, and Phone Support
  • Program Training and Content strategy
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Snappy Kraken is the only organic growth platform built to meet a range of goals across the organization

For Executives & Recruiters

Prove that you drive organic growth

Attract and retain top-performing advisors with your differentiated growth program

  • Understand and evangelize what drives tangible growth
  • Demonstrate your value to potential advisors
  • Prove your value to existing advisors with robust reporting
For Marketing Ops

Make it simple for advisors to use your content

Elevate your marketing offering with streamlined content creation and distribution

  • AI-powered content builders
  • Mass create and publish for all your advisors
  • Admin Access/User Impersonation
For Compliance Officers

Ensure regulatory compliance with confidence

Maintain adherence to industry regulations while empowering your advisors with effective engagement tools

  • Monitor and manage communications seamlessly with email journaling
  • Streamline content approvals with efficient workflows
  • Accelerate approvals with FINRA-reviewed content
For IT & Developers

Streamline your data integration

Expand your engagement cloud with easy, secure, and scalable API tools designed for developers

  • Minimize clicks to sync data with your CRM
  • Make it easier for your advisors to drive engagement
  • Clear documentation to implement SK in less than a day
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Speedy. Seamless. Reliable. Personalize your platform with your apps.

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Connect Snappy Kraken Enterprise with your favorite tools to create a seamless marketing experience
  • Intuitive, adaptive API interface
  • Unleash the value of your CRM
  • Use official app integrations or build your own custom integration
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Discover how Snappy Kraken Enterprise can drive faster growth and longer retention across your network