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A COMPLETE MARKETING SYSTEM FOR FINANCIAL ADVISORS

Growing a financial firm is hard work, and many advisors are stuck with marketing that doesn’t get results. Snappy Kraken’s award-winning content, marketing automation and personalized websites make it easy for advisors to attract more leads, book more appointments, and delight their clients.

The best part? Our results are proven.

“The most innovative platform for advisors.” investmentnews-logo-1
#1 Digital Marketing Tool Advisors Are Considering ec9ad1de-logo-2
2022 Digital Marketing Campaign of The Year logo-wealthmanagement-300x62-2
2019-2022 Best Overall Content Marketing Software MarTech_Breakthrough_Awards_Badge_2019-300x143-1
2021 Marketing Automation Winner2018, 2019 & 2021 Social Media Leadership Winner logo-wealthmanagement-300x62-2

CONTENT, AUTOMATION, AND WEBSITES:

Created for Financial Advisors to Drive Meaningful Connections

Proven strategy, modern tactics, and flawless execution

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Personalized Websites

Your business and your clients are unique. Your website should be too. Stand out online with a website designed to attract your target audience, all set up to keep compliance happy.

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Marketing Content and Automation

Run your complete financial advisor marketing strategy in just 1-2 hours per month with original, award-winning content - so you can spend time on what matters most, your clients.

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Freedom360

Marketing a financial firm is hard. Instead of trying to manage your entire marketing system yourself, we’ll do it for you with our done-for-you marketing program.

MARKETING THAT GETS RESULTS

When the Snappy Kraken system is fully implemented, the results are proven. Advisors utilizing Snappy Kraken’s done-for-you marketing system (Freedom360) experience:

1

2x Appointment Requests

2

3.3x Lead Generation Results

3

6x Website Traffic

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”Nothing compares to Snappy Kraken. When I used more generic content in the past, people stopped opening my emails. That doesn't happen with Snappy's content. I landed 4 clients in my first year using the program, which is a big ROI.”

- Heath Harris
SVP at Oliver Wealth Management

BUILT IN AI-TOOLS TO SPEED UP YOUR WORKFLOW

With the AI-Powered Email Builder, you can describe any message or images you want to create and it’s generated instantly. In less than 10 minutes, you’ll be ready to deploy branded, custom emails that convert, without any copywriting, design or marketing skills.

Make them think you hired a pro; it will be our little secret.


Let our team know that SEI sent you, and receive 10% off all products!

 

       

Freedom360

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

Freedom360

$899/month

Annual
Subscription

$1,499 Setup

CLAIM YOUR DISCOUNT
   
Access to All Features in Grow Snappy Kraken Plans, plus… dark-mark    
Marketing Foundation Setup      
Website and Marketing Foundations Audit dark-mark    
SEO Package Implementation dark-mark    
Website Conversion Optimization with Lead Capture Offers and Corresponding Funnels dark-mark    
Automated Email Campaigns Setup for New Client Onboarding and Prospect Nurturing dark-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 dark-mark    
Support and Training      
Dedicated Account Manager dark-mark    

Campaigns

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

Serve

$209/month

Paid
Annually

$0 Setup

Grow (Most Popular!)

$409/month

Paid
Annually

$500 Setup

Automated Email dark-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 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 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 dark-mark
New Client Onboarding Campaign dark-mark dark-mark
Custom Branded Email Templates dark-mark dark-mark
Knowledge Base with Video Training dark-mark dark-mark
Email Support dark-mark dark-mark
Monthly Marketing Workshop dark-mark dark-mark
Event Campaigns dark-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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Website Accessibility Tool
Rank higher and reach more clients by making your website accessible to all.
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Lead Generation Campaigns   dark-mark
Blog Lead Capture Forms (Requires Website)   dark-mark
Lead Nurturing Sequences   dark-mark
Referral Campaigns   dark-mark
Testimonial Gathering Campaign (RIA Only)   dark-mark
Video Consultations   dark-mark

Websites

Stand out and skyrocket
conversions with a personalized
online presence.

Serve

$199/month

Paid Annually

$1,499

Grow (Most Popular!)

$389/month

Paid Annually

$2,499 Setup

Personalized Website dark-mark gray-mark
Compliance Archiving dark-mark dark-mark
Compliance and BD Pre-Reviewal Engine (if applicable) dark-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 dark-mark
SSL Certificate dark-mark dark-mark
Analytics Dashboard dark-mark dark-mark
Redtail Connectivity dark-mark dark-mark
Live Training Workshops dark-mark dark-mark
Email Support dark-mark dark-mark
Website Updates Support dark-mark dark-mark
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 dark-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 dark-mark dark-mark
Video Support   dark-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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OUR MEMBERS LOVE THE KRAKEN

David-Ortiz

David Ortiz, CTC

Managing Partner

Financial Chef, LLC

“10 people reached out to me and three asked for an appointment. I met today with Scott who I met years ago networking in Miami. He has a net worth of $40MM with $10MM in equities. He has always done his own investments but told me that he was compelled to call me. Not sure what it will lead to, but I would not have had the opportunity without Snappy Kraken.”

Mark-Silverman-1

Mark Silverman, CFP®

Managing Partner

Silverman + Associates

“I can honestly say Snappy is about the easiest and most impactful system I’ve used in my over 25 years in the industry. In looking at my “dashboard” right now, we have an Open Rate Average of 38.24%! Snappy has also been tremendous in reviewing our work and making sure we are capitalizing on using a variety of campaigns without overloading our contacts. I’ve been very impressed. Thanks Snappy!”

Rikita-Bansal

Ritika Bansal

Marketing Coordinator

Marketing Coordinator

“The things we LOVE about Snappy Kraken… They keep coming up with new and innovative content. The graphics in their campaigns are amazing. The platform is easy to navigate and track. Finally, one click, and you are set for a month, making marketing easier, quicker, and effective.”

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HOW MANY TIMES HAVE YOU BEEN DISAPPOINTED

By A Marketing Program That Promised More Than It Delivered?

You deserve better.

LED BY EXPERTS

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3.4 million
campaigns created

Group (1)

5000+
websites launched

FUELED BY DATA

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100.9+ million emails
delivered and analyzed

Group (2)

Frequent target market and subject matter expert surveys

DRIVEN BY SERVICE

Group (5)

97% of Snappy Kraken clients are satisfied with their website services

Group (4)

95% of Snappy Kraken clients recommend using Snappy Kraken to other advisors

PROVEN BY RESULTS

Group (3)

98% of Snappy Kraken clients said we helped them keep in better touch with their clients

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3.4 million
campaigns created

Is Snappy Kraken Right For Your Firm?

Book your demo today to find out if Snappy Kraken is right for you