See Demo

The turn-key marketing platform that’s empowering enterprises and their advisers to STAND OUT, GET NOTICED, AND WIN MORE BUSINESS

The Ultimate Win-Win Partnership for:

  • Broker/Dealers
  • TAMPs
  • IMOs
  • RIAs
  • Marketing Agencies
  • Coaching & Consulting Firms
  • Insurance Companies
  • Investment Companies

Featured In

WIN BIG BY GIVING YOUR ADVISERS THE ULTRA-POWERFUL MARKETING SYSTEMS THEY NEED TO SUCCEED

Advisers need affordable and effective marketing help to increase their production. Partnering with Snappy Kraken will give your advisers everything they need to get fresh leads, nurture their leads, win more business, generate referrals, and operate more efficiently than ever before.

YOUR COMPETITIVE EDGE IN THE EVER-CHANGING, INCREASINGLY COMPETITIVE MARKETPLACE

Competition is heating up as the enterprises that support financial advisers are expanding their offerings to answer the growing demands of advisers. Enterprises now have a choice to make: Provide robust solutions to adviser needs, or lose the business to competitors who will.

ALL THE BENEFITS OF AN IN-HOUSE DEVELOPMENT AND SUPPORT TEAM WITH NO ADDITIONAL OVERHEAD

In order to compete, most enterprises are forced to make massive capital and resource investments into in-house development, hiring and training top talent, and providing platform maintenance and management. Snappy Kraken has an alternative solution. Now enterprises can offer a fully-integrated, customized, “turn-key” marketing platform with all the benefits of an in-house solution, but for a fraction of the investment.

Here’s What Your Full-Stack Marketing Platform Will Do for You and Your Advisers

Claim Your Exclusive Territory and Lock Out Your Competitors

Lightning Fast Account Setup & Customization

A (real human) Success Specialist Helps You Prep for Launch!

Click “Go” and Launch Your Automated Campaigns

Congratulations! Your Most Critical Business Objectives Are Running On Autopilot!

Expansive Brand Awareness That’s “Larger Than Life” and Nurtures Prospects Automatically

Ideal Prospects Like What They See and Click To Easily Engage With You

Supercharge Your Reach With Advanced Advertising* That Shows Up on Social Media and Top Websites Your Prospects Visit

Goal-Focused Campaigns Help You Attract The Right Prospects and You Can Run Multiple Campaigns Simultaneously

Irresistible Offers Make It Easy For Prospects To Download Your Custom Content or Request a Call

All New Prospects Who Download Your Content Get Followed Up With Automatically

Automatic Lead Nurturing Helps You Start Conversations and Invite Prospects to Request a Consultation

Win More Clients By Establishing Yourself as The Leading Expert In Your Territory

New Client Onboarding is Automated and You’ll “WOW” Clients From The Start

Stay Top of Mind With Weekly Client Engagement as Stunning Visuals and Insightful Content Consistently Surprise and Delight

Earn More Referrals From Raving Fans With The Automated Referral Campaign

Get More RSVPs For Your Events Using Specific Event Campaigns

On-Demand Snapshot of Real Time Results for Every Campaign

*NEW* Campaigns Released Every Month Keep Your Brand Fresh, Timely, and Relevant as Your Automated Results Compound

Earn More Referrals From Raving Fans With The Automated Referral Campaign

Get More RSVPs For Your Events Using Specific Event Campaigns

On-Demand Snapshot of Real Time Results for Every Campaign

*NEW* Campaigns Released Every Month Keep Your Brand Fresh, Timely, and Relevant as Your Automated Results Compound

Benefits

Meet the 9 “Unfair Advantages” That Will Position You Far Above the Competition

1

Differentiate

  • Provide higher-value services than competitors
  • Stand out with custom content
  • Negotiate premium fees
2

Recruiting advantage

  • Provide exclusive access to your platform
  • Give advisers what they’re asking for and increase loyalty
  • Convert more prospects as the obvious choice
3

Level up your sales force

  • Use your marketing platform to attract prospective advisers
  • Provide your sales team with advanced training and tools
  • Give your sales team a competitive edge
4

Attract Top Producers

  • Use your new marketing platform to attract top producers
  • Give top producers a competitive edge to increase production
  • Boost sales dramatically for all of your advisers
5

Increase Retention

  • Build deeper, more valuable relationships
  • “Leave it and lose it” platform keeps advisers loyal
  • Differentiate your enterprise from competitors
6

Launch to Your Advisers and Prospective Advisers with Velocity

  • Get traction fast using our launch strategy
  • Create buzz and get noticed with your big announcement
  • Turn-key launch material, emails, videos, and more!
7

Use Your New Full-Stack Platform to Market Your Enterprise

  • Attract new prospects
  • Nurture prospects
  • Stand apart from competitors
8

Keep a “Pulse” on Your Advisers with Enterprise-Level Reporting

  • Get a snapshot of which campaigns advisers are using
  • See real-time data and results for all members
  • Use individual member reporting to support key advisers
9

Stay Current with Fresh Campaigns Delivered Every Single Month

  • Stay current with leading-edge marketing trends and best practices
  • New campaigns introduced every month
  • A digital presence that’s “larger than life”

Interested in Learning More or Getting Started?

We follow a disciplined 10-step process from our initial conversation to launching your exclusive marketing platform.

1

Explore Partnership Opportunities

We’ll kick-start our relationship in a virtual conference to discuss your organization’s goals, challenges, and objectives in order to identify the best partnership opportunity for Snappy Kraken to support your growth.

2

Discovery Meeting

During an in-person meeting, our team will gather and assess all the tools and resources at your disposal. We’ll combine this information with feedback from thought leaders and decision makers within your organization to uncover the greatest opportunities and further define the structure of a prosperous partnership.

3

Review Your Proposal

After our Discovery Meeting, we’ll prepare a custom plan to fulfill your organization’s objectives. You’ll review a comprehensive Scope of Work that details each deliverable and investment requirement to make your program a success. After your review and approval, we’ll transition to the execution phase.

4

Scheduling

Once the Scope of Work is approved, each element is scheduled and added to a project management timeline. Individual roles, responsibilities, and benchmarks are established. You’ll have a single point of contact who will maintain an open line of communication through each phase of deployment.

5

Kick-Off

AOur prosperous relationship officially begins! All key personnel involved in this project come together to review the schedule, assigned work, and benchmark deliverables. Expectations are discussed and our execution plan is agreed upon.

6

Custom Content Production Copywriting, Scripting, & Storyboarding

Our team of writers conducts interviews with key personnel from your organization, performs intensive research, and prepares the written copy. Their intensive discovery notes will be handed off to our design team who will transform it into stunning visuals, infographics, slides, widgets, videos and other deliverables as defined in the Scope of Work.

7

Editing & Revisions

Powerful content takes time, collaboration, and group feedback before it meets our standards as launch-ready. After your team reviews the deliverables and provides their input, we’ll conduct any outstanding revisions. This collaborative process ensures that your platform will perform to the highest standards.

8

Compliance

We understand what regulators require and no matter how diligent we are, it’s safe to expect a few minor revisions due to the sheer volume of custom content we’ll be producing. We’ll work directly with regulators to ensure that all of your platform’s assets meet compliance requirements.

9

Final Testing

All platform assets will be put through a pre-launch test sequence to ensure proper functionality and usability. During this step, we recommend obtaining real user feedback by selecting a small community of individuals who are willing to try out your new platform. These final tests and feedback will dictate any final tweaks before launch.

10

Launch!

It’s time to go LIVE, and we support your high-impact launch in every way possible. Our team prepares press releases, email blasts, and material for workshops or conference presentations to help you get the word out to your existing and prospective advisers.

Pricing

All pricing options are custom tailored to your organization based on features, size, and technical considerations. Please complete the form below to request a custom quote.

EXPLORE PLANS AND OPTIONS
FOR YOUR ENTERPRISE