Achieve 7x
faster organic
growth in your
advisor network*
* 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
* Snappy Kraken Advisor growth rate was 7x
Fidelity Advisor averages in 2023
More than 7,000 financial advisors across 200 leading financial networks trust Snappy Kraken
“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?”
Marty Bicknell
CEO & President, Mariner Wealth Advisors
“Snappy Kraken is the #1 revenue producing partner on our platform.”
Keith Gregg
CEO, Chalice Connect
"In the 4 years that we've worked with Snappy Kraken, they've provided top-tier content, technology, and support. The results speak for themselves. They go the extra mile to support our enterprise investment. Any group taking their advisors' marketing into the 21st century needs a partnership with Snappy Kraken."
Jack Martin
CMO, Insurmark
“Working with Snappy Kraken has been invaluable for our advisors. My favorite part is that they truly are partners - they are invested in our advisors just as much as we are, and it shows. It’s a no-brainer for anyone looking to partner on the enterprise level with Snappy Kraken.”
Justin Woodbury
CMO , Tucker Advisors
“Snappy Kraken is a key partner, and we’ve seen them add huge value for hundreds of our advisors.”
Jay Brost
CMO, Advisors Excel
"Exceptional creativity and commitment. That’s how I describe Snappy Kraken in a nutshell. They have created, and relentlessly continue to refine a truly unique bridge that connects advisors and new clients. The icing on the cake is their passion for helping advisors be both knowledgeable and fully fluent with the platform.”
Chris Mullis
Ph.D., CDFA®, Founding Partner, NorthStar Capital Advisors
Scale and measure organic growth across your network
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
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
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
Your advisors deserve an upgrade
Deep Integrations
Integrate seamlessly with your existing technology stack and popular CRMs, social media platforms, and advisor-tech tools
AI-Powered Tools
Leverage drag-and-drop builders and generative AI to create email newsletters, landing pages and more with ease
Campaign Orchestration
Deploy marketing content, investment research, market commentary and more on behalf of your advisors with just a few clicks
Compliance Management
Ensure all marketing materials meet regulatory standards with built-in compliance workflows, archiving, and monitoring
Built for the most growth-focused enterprises
Accelerate Organic Growth
On average, firms that use Snappy Kraken grow 7x faster than industry average
Improve Marketing Outcomes
4.5x advisor marketing performance over competing solutions
Increase Revenue
The combination of increased financial advisor AUM with our revenue share program can add a multi-% boost to your bottom-line
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
Snappy Kraken is the only organic growth platform built to meet a range of goals across the organization
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
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
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
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
"Exceptional creativity and commitment. That’s how I describe Snappy Kraken in a nutshell. They have created, and relentlessly continue to refine a truly unique bridge that connects advisors and new clients. The icing on the cake is their passion for helping advisors be both knowledgeable and fully fluent with the platform.”
Chris Mullis
Ph.D., CDFA®, Founding Partner, NorthStar Capital Advisors
“Snappy Kraken is a key partner, and we’ve seen them add huge value for hundreds of our advisors.”
Jay Brost
CMO, Advisors Excel
"In the 4 years that we've worked with Snappy Kraken, they've provided top-tier content, technology, and support. The results speak for themselves. They go the extra mile to support our enterprise investment. Any group taking their advisors' marketing into the 21st century needs a partnership with Snappy Kraken."
Jack Martin
CMO, Insurmark
“Snappy Kraken is the #1 revenue producing partner on our platform.”
Keith Gregg
CEO, Chalice Connect
“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?”
Marty Bicknell
CEO & President, Mariner Wealth Advisors
“Working with Snappy Kraken has been invaluable for our advisors. My favorite part is that they truly are partners - they are invested in our advisors just as much as we are, and it shows. It’s a no-brainer for anyone looking to partner on the enterprise level with Snappy Kraken.”
Justin Woodbury
CMO , Tucker Advisors
Speedy. Seamless. Reliable. Personalize your platform with your apps.
- Intuitive, adaptive API interface
- Unleash the value of your CRM
- Use official app integrations or build your own custom integration