SERVE, EXPAND, AND GROW YOUR BUSINESS
 THROUGH MEANINGFUL CONNECTIONS.

    Most Popular!

Websites

Stand out and skyrocket
conversions with a personalized
online presence.

Serve

$199/mo

Paid
Annually

$1,499 Setup

Grow

$389/mo

Paid
Annually

$2,499 Setup

Personalized Website dark-mark gray-mark
Compliance Archiving dark-mark gray-mark
Compliance and BD Pre-Reviewal Engine (if applicable) dark-mark gray-mark
Blogging Tools
Easily add a blog to your website in order to help drive traffic through SEO and establish credibility. Write your own or post timely articles from the Content Library.
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Lead Manager with Forms
View all website form submissions in one place and quickly download contact information of potential clients.
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Easy Editing Interface dark-mark gray-mark
SSL Certificate dark-mark gray-mark
Analytics Dashboard dark-mark gray-mark
Redtail Connectivity dark-mark gray-mark
Live Training Workshops dark-mark gray-mark
Email Support dark-mark gray-mark
Website Updates Support dark-mark gray-mark
Website Accessibility Tool
Rank higher and reach more clients by making your website accessible to all.
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Personalizable Content Library
The content library offers you hundreds of pieces of content tailored to different audience segments, including ready-to-use blog articles, videos, and graphics.
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Content Scheduler   gray-mark
Video Banners
Use a video banner on your homepage to make your website design more appealing to your target audience.
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Social Media Sharing Tool   gray-mark
Video Support   gray-mark
Dedicated Support Specialist   gray-mark
SEO Tools
Increase traffic to your website and get found online by your ideal client at the moment of their search with comprehensive Search Engine Optimization tools.
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SEO
Search Engine Optimization including Research and Keyword Strategy
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    Most Popular!

automations

Win prospects and wow clients
with original content and
marketing automation.

Serve

$209/month

Paid
Annually

$0 Setup

Grow

$409/month

Paid
Annually

$500 Setup

Automated Email dark-mark gray-mark
Social Media Sequences
Access social media messages and images that can be scheduled and published across Facebook, LinkedIn, and Twitter over the course of days, weeks, and even months, automatically.
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Landing Pages and Forms dark-mark gray-mark
Easy Editing
Edit emails and social media posts with a real-time preview of your content before launch.
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Contact and Group Management
Add and edit details about individual contacts while also selecting entire groups of contacts to receive communications specific to the group.
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CRM Integration with Two-Way Sync
Integrated with Redtail Technology (an Orion Company), Wealthbox, and Salesforce.
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Marketing Performance Dashboard dark-mark gray-mark
Compliance Functionality
Download and submit your campaigns for compliance approval in one click.
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2x Month Timely Emails
Our timely emails help you reassure, educate, and build stronger connections with your clients.
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Quarterly Financial Update Campaigns dark-mark gray-mark
New Client Onboarding Campaign dark-mark gray-mark
Custom Branded Email Templates dark-mark gray-mark
Knowledge Base with Video Training dark-mark gray-mark
Email Support dark-mark gray-mark
Monthly Marketing Workshop dark-mark gray-mark
Event Campaigns dark-mark gray-mark
Monthly Visual Insights Campaign
Interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each campaign is backed by research and designed to be highly shareable.
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Monthly Personal Connection Video Campaign
The fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.
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Monthly Marketing Strategy including Content
Featured campaigns, recommendations, and marketing tips delivered to your inbox every month.
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Lead Generation Campaigns   gray-mark
Blog Lead Capture Forms (Requires Website)   gray-mark
Lead Nurturing Sequences   gray-mark
Referral Campaigns   gray-mark
Testimonial Gathering Campaign (RIA Only)   gray-mark
Video Consultations   gray-mark
Compliant Text Message Marketing
Serve your clients better and faster with Convos
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    Most Popular!

Convos

Serve your clients
better and faster with
compliant text message marketing.

Serve

$49/mo

Paid
Annually

$0 Setup

 

Grow

Included for Free
in Automations Grow

 

 

Number of Users Five Unlimited
Number of Contacts 1000 Unlimited
Number of Outbound Messages/Month (SMS/MMS) Included 1000 included,
then $.04/outbound
message
2500 included,
then $0.02/outbound
message
Unique Phone Number dark-mark gray-mark
Two-Way Conversational Inbox dark-mark gray-mark
Send and Receive Attachments dark-mark gray-mark
Automated Compliance and Opt-In dark-mark gray-mark
Appointment-Generating Campaign Tools dark-mark gray-mark
Weekly Fresh Content dark-mark gray-mark
Client and Prospect Contact Management dark-mark gray-mark
Email Support dark-mark gray-mark
Knowledge Base with Video Training dark-mark gray-mark
Keyword Text-In Flows
Make it easier and faster to drive specified engagement by setting auto responses when your audience texts in a keyword
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Website Widgets For Opt-Ins dark-mark gray-mark
Priority #TextMe Audience Growth Kit dark-mark gray-mark
Video Messages
Add impact to your messages by including video attachments
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Freedom360

A done-for-you, premium
marketing solution for Financial
Advisors that works across
all Snappy Kraken products.

Freedom360

$899/mo

Paid
Annually

$1,499 Setup

   
Access to All Features in Grow Snappy Kraken Plans (Convos not included), plus… gray-mark    
Marketing Foundation Setup      
Website and Marketing Foundations Audit gray-mark    
SEO Package Implementation gray-mark    
Website Conversion Optimization with Lead Capture Offers and Corresponding Funnels gray-mark    
Automated Email Campaigns Setup for New Client Onboarding and Prospect Nurturing gray-mark    
Done-For-You Implementation      
2x Per Month Timely Emails
Our timely emails help you reassure, educate, and build stronger connections with your clients.
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Monthly Visual Insights Newsletter
Interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each campaign is backed by research and designed to be highly shareable.
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Quarterly Financial Update Campaign
Give your clients and prospects a bite-sized overview of the previous quarter’s key market and economic data.
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New Monthly Blog Post On Website gray-mark    
6 Exclusive Freedom360 Content Pieces gray-mark    
Support and Training      
Dedicated Account Manager gray-mark    
Private Freedom360 Client Forum gray-mark    
Bi-Monthly Freedom360 Client Exclusive Workshops gray-mark    
       

 

INTERESTED IN ADVANCED ENTERPRISE FEATURES?

Contact us today to learn more

Get In Touch

 

WANT TO FIND OUT IF SNAPPY KRAKEN IS RIGHT FOR YOUR BUSINESS?

Request a 1:1 demo with our team today
“
Ari Baum headshot


Snappy Kraken is exactly what was missing from my marketing campaigns. Anyone can repost financial articles from CNBC or Bloomberg. To stand out you need authentic & personalized content. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms.”

 

-Ari Baum
CFP®, Founder & CEO at Endurance Wealth Partners