UPCOMING WEBINAR
WHAT'S NEW & NEXT WITH SNAPPY KRAKEN
Join us for our exclusive What’s New & Next webinar, where we’ll unveil the latest updates and upcoming features designed to help firms and advisors drive better results—faster and more efficiently.
In this session, you’ll get a firsthand look at our newest innovations, including:
- Dynamic Groups (Auto-Segmentation). Automatically organize contacts based on real-time data—no manual tagging or list building required. Keep your automation running smoothly and boost ROI with smarter segmentation.
- Opportunity Scoring. Instantly identify your warmest leads. Our new scoring system uses engagement data to surface the prospects most likely to convert—so you can focus on the right follow-up at the right time.
- CRM Integration Upgrades. Bi-directional sync, improved data flow, and enhanced visibility between your CRM and Snappy Kraken. Track AUM, engagement, and ROI with fewer logins and less hassle.
- Enterprise Compliance Workflows. Built to help you get campaigns out faster, with less friction. From profile approvals to broker-dealer sign-offs, the new workflow simplifies reviews and keeps your marketing moving forward.
🗓️ Register to save your spot!
Register for the webinar on July 1st @ 2pm ET
WHO SHOULD ATTEND?

An automated marketing system designed for high-value clients

Real-world examples of advisors landing $1M, $5M, and even $17M relationships

Insights you can use right away—whether you’re a solo advisor or scaling a larger firm
MEET YOUR WEBINAR PANEL
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Robert Sofia
Chief Executive Officer

Jacob Lazarus
Product Management Lead

Brad DeLoatche
Chief Product Officer