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Snappy Kraken Named Winner, Social Media Leadership, Wealth Management Industry Awards

Judges recognize 59 companies for their outstanding support of financial advisor success from among 156 finalists.

September 14, 2018


Snappy Kraken Named Finalist in Social Media Leadership Category

A judging panel of industry luminaries selected Snappy Kraken as one of only two Finalists in the category of “Social Media Leadership” (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.

June 5, 2018

Snappy Kraken Announces New Video Production Services to Enhance Marketing Outcomes for Financial Professionals

Advisors who add quality video content to their digital communications strategy see the results.

May 20, 2018

Advisors Are Doing Videos Wrong. Here’s a Recipe for Success

A good ‘nurture campaign’ that includes video will work for you 24/7, even when you’re not there to do the selling yourself.

Mar 29, 2018

ScratchWorks Puts Focus on FinTech at Barron’s Top Independent Advisors Summit

ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition.

Mar 15, 2018

The Technophobic Advisor’s Guide to Picking the Right Tech

If you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.

Mar 8, 2018

The latest in financial adviser #FinTech

Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!

Mar 8, 2018

Snappy Kraken’s Sofia: Bringing marketing to the masses

What is Snappy Kraken? In a nutshell it is the most innovative marketing platform for advisers.

Feb 15, 2018

Snappy Kraken Announces New Marketing Program for Financial Advisors at the 2018 T3 Advisor Conference

Advisors Get 300 Percent More Exposure for 31 Percent of the Cost of Live Seminars with Online Advertising + Video + Marketing Automation

Feb 6, 2018

Predictive Analytics Deconstructed: A Super-Simple Recipe for Marketing Success

Predictive analytics is the process of using software to predict likely business outcomes. Once the software user asks a specific question, predictive analytics sorts through past data to come up with an answer. This is done using techniques like data modeling, machine learning and AI.

Nov 11, 2017

The latest in financial adviser #FinTech

Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

Nov 9, 2017

How to better engage with clients and prospects

Many advisers struggle with their marketing plan. How can you create marketing that is both customizable and repeatable? Robert Sofia of Snappy Kraken offers some strategies for success.

Nov 2, 2017

Snappy Kraken Introduces Automated Marketing Campaign to Help Financial Advisers ‘Raise Prospects From the Grave’

Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means

Oct 30, 2017

There’s no need to ask for a referral anymore

Most advisors loathe asking for referrals, but with modern technology, they no longer have to ask clients to provide names.

News Kraken

The Marketing Metrics That Really Matter for Advisors

Advisors’ digital marketing efforts can be derailed by bad data

Aug 30, 2017

News Kraken

Your Marketing Plan Is Outdated — Here’s Why

Wealth Management 2017 Outlook

Aug 15, 2017

New Marketing System from Snappy Kraken Creates a Consistent “Wow” Experience for Financial Advisor’s Clients and Prospects

Ideas and tips from Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years.

MarTech Newcomer Snappy Kraken Announces Dynamic, Automated Marketing Product for Financial Professionals

Visual Market Insights gives the typical email newsletter a dazzling, overdue makeover

Apr 27, 2017

How Automated Omni-Channel Mkt is Reshaping Client Experience

We understand that building your own marketing program requires a significant…

May 30, 2017

Weekend Reading for Financial Planners

Enjoy the current installment of “weekend reading for financial planners”.

Dec, 2016

The Most Interesting Startup in Flagler County? Snappy Kraken

There were 30 contestants for the prize of a year’s worth of services at Office Divvy.

Nov 29, 2016

News Kraken

Smart Start: Most Interesting Startup Contest Fuels Entrepreneurial Spirit

The Most Interesting Startup in Flagler County contest attracted a crowd of entrepreneurs

Nov 23, 2016

Snappy New Tools For Adviser Marketing

We understand that building your own marketing program requires a significant…

Nov 18, 2016

A Start-Up Contest Crowns Snappy Marketing Winner

It’s a new and original concept by a company based partly in Palm Coast.

Nov 18, 2016

We have a Winner! Most Interesting Startup in Flagler County (2016)

They seemed to have a product that could be successful regionally, nationally, globally.

Nov 17, 2016

The Golden Age of FinTech in Wealth Management

Technology is here to stay and the digital age is permanent. This is a golden age.

Oct 10, 2016

XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech

18 companies met the competition criteria from all entries we received: Snappy Kraken finalist.

Oct 3, 2016

The Latest In Financial Advisor #FinTech (September 2016)

Including the launches of AdvicePay, Snappy Kraken, and Screenmeet, and more!

Oct 3, 2016

At Second Annual Conference, XY Planning Network Grows Up

The XY Planning Network is launching its own tech tools and looking more like a TAMP.

Sep 21, 2016

Snappy Kraken Winner of Inaugural #FinTech Competition at #XYPN16

XYPN’s Inaugural #FinTech competition was designed to support tech innovation focused …

Sep 20, 2016

A Web Contact Form May Not Be the Best Path to Lead Generation

Web Contact Forms are painfully popular on most financial advisor websites. …

Sep 10, 2016

XY Planning Network’s Fintech Contest Introduces Innovative Software Ideas

Finalists include six companies with adviser tools for client prospecting, advising on…

Aug 11, 2016

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