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

Grow Bundle

Includes Grow Automations and Grow Convos

$549/mo

Paid
Annually

$2,499 Setup

Personalized Website dark-mark gray-mark dark-mark
Compliance Archiving dark-mark gray-mark dark-mark
Compliance and BD Pre-Reviewal Engine (if applicable) dark-mark gray-mark dark-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 dark-mark
SSL Certificate dark-mark gray-mark dark-mark
Analytics Dashboard dark-mark gray-mark dark-mark
Redtail Connectivity dark-mark gray-mark dark-mark
Live Training Workshops dark-mark gray-mark dark-mark
Website Updates Support dark-mark gray-mark dark-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 dark-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 dark-mark
Video Support   gray-mark dark-mark
Dedicated Support Specialist   gray-mark dark-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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Plus, everything under Grow Automations and Grow Convos     dark-mark
    Most Popular!  

Campaigns

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

Serve

$209/mo

Paid
Annually

$0 Setup

Grow

$409/mo

Paid
Annually

$500 Setup

Grow Bundle

Includes Grow Websites and Grow Convos

$549/mo

Paid
Annually

$2499 Setup

Automated Email dark-mark gray-mark dark-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 dark-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 dark-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 dark-mark
New Client Onboarding Campaign dark-mark gray-mark dark-mark
Custom Branded Email Templates dark-mark gray-mark dark-mark
Knowledge Base with Video Training dark-mark gray-mark dark-mark
Email Support dark-mark gray-mark dark-mark
Event Campaigns dark-mark gray-mark dark-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 dark-mark
Blog Lead Capture Forms (Requires Website)   gray-mark dark-mark
Lead Nurturing Sequences   gray-mark dark-mark
Referral Campaigns   gray-mark dark-mark
Testimonial Gathering Campaign (RIA Only)   gray-mark dark-mark
Video Consultations   gray-mark dark-mark
Compliant Text Message Marketing
Serve your clients better and faster with Convos
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Plus, everything under Grow Websites and Grow Convos     dark-mark
    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 Grow Automations

 

Grow Bundle

Includes Grow Automations and Grow Websites

$549/mo

Paid
Annually

$2,499 Setup

Number of Users Five Unlimited Unlimited
Number of Contacts 1000 Unlimited Unlimited
Number of Outbound Messages/Month (SMS/MMS) Included 1000 included,
then $.04/outbound
message
2500 included,
then $0.02/outbound
message
2500 included,
then $0.02/outbound
message
Unique Phone Number dark-mark gray-mark dark-mark
Two-Way Conversational Inbox dark-mark gray-mark dark-mark
Send and Receive Attachments dark-mark gray-mark dark-mark
Automated Compliance and Opt-In dark-mark gray-mark dark-mark
Appointment-Generating Campaign Tools dark-mark gray-mark dark-mark
Weekly Fresh Content dark-mark gray-mark dark-mark
Client and Prospect Contact Management dark-mark gray-mark dark-mark
Email Support dark-mark gray-mark dark-mark
Knowledge Base with Video Training dark-mark gray-mark dark-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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Priority #TextMe Audience Growth Kit dark-mark gray-mark dark-mark
Website Widgets For Opt-Ins   gray-mark dark-mark
Video Messages
Add impact to your messages by including video attachments
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Plus, everything under Grow Automations and Grow Websites     dark-mark
       

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    
Support and Training      
Dedicated Account Manager gray-mark    

 


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“
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