Snappy Kraken vs. Snappy Kraken
Switch to Growth That’s Personal.
Snappy Kraken combines AI-powered automation, award-winning content, and modern, conversion-optimized websites to help advisors go beyond templates—attracting, converting, and retaining clients with marketing that actually performs.
Quick Take (TL;DR)
If you want to grow your business in 2026, Snappy Kraken is the modern marketing platform that elevates your growth and gives you more time with clients.
FMG Suite is well-known for its content and tools — but if you want both award-winning content and a modern platform built for measurable results, the choice is obvious.
Third Party Research Confirms It: Snappy Kraken Is #1
Snappy Kraken earned the highest customer satisfaction rating from financial advisors for Digital Marketing and Websites in the 2025 Kitces Report: The Technology That Independent Financial Advisors Actually Use.
“Advisor Websites (Snappy Kraken), in particular, stand out as an exception amongst advisor-focused vendors.”
DIGITAL MARKETING
Snappy Kraken 
7.4
Hubspot
7.1
Mailchimp
7.1
AdvisorStream
7.0
Active Campaign
7.0
Constant Contact
6.9
Levitate
6.6
FMG Suite
6.5
WEBSITES
Snappy Kraken
7.6
FMG Suite
6.7
Broadridge
6.5
INTEGRATION SCORE
Snappy Kraken
7.9
AdvisorStream
5.2
FMG Suite
6.7
Levitate
4.6
Hubspot
3.8
Mailchimp
0
Source: Kitces.com 2025 Advisor Tech Study – Third-party, Independent research comparing advisor satisfaction and integration performance across major vendors.
Side-by-Side Comparison for RIAs
| Capability | Snappy Kraken | FMG Suite |
|---|---|---|
| RIA-Ready Automation |
★★★★★
Smart Growth Suite: Auto-subscribe, behavior triggers, dynamic segmentation, and lead-capture inboxes that launch journeys automatically.
|
★☆☆☆☆
Email and campaign sending with list filters; automation depth varies by package.
|
| Real-Time CRM Connectivity |
★★★★★
Bi-directional, real-time sync for major CRMs (Salesforce, Redtail, Wealthbox, Practifi). Engagement data flows both ways to keep segments current.
|
★★☆☆☆
CRM integrations available; sync behavior varies by CRM and is not real-time.
|
| Advisor Websites |
★★★★★
Modern, conversion-optimized websites built to feed automation and capture leads directly into campaigns.
|
★★☆☆☆
Large template catalog; customization and conversion tracking limited.
|
| Content for RIAs |
★★★★★
Curated, compliance-ready campaigns and nurture journeys designed to trigger actions and meetings—not just awareness.
|
★★☆☆☆
Broad content library with general themes for advisor marketing.
|
| AI Assist & Workflows |
★★★★★
AI-powered segmentation, campaign recommendations, and builder assistance for faster, smarter execution.
|
★★★☆☆
AI features offered in select tiers; typically add-on tools, not core workflows.
|
| Compliance & Controls |
★★★★★
Built-in approval flows, multi-seat governance, and role-based permissions—ideal for multi-advisor or enterprise RIAs.
|
★★☆☆☆
Compliance workflows supported; depth of controls varies by tier.
|
| Analytics That Matter |
★★★★★
AUM Dashboards, Opportunity Score, and lead-to-meeting visibility so you can see what drives pipeline growth.
|
★☆☆☆☆
Standard campaign performance reporting (opens, clicks, unsubscribes).
|
| Speed-to-Lead |
★★★★★
Instant routing via Lead-Capture Inboxes and behavior-based triggers that launch nurture journeys automatically.
|
★☆☆☆☆
Lead forms and routing available; automation depth varies.
|
| For Multi-Advisor RIAs |
★★★★★
Central governance with local flexibility—roll-up dashboards, permissions, and brand controls.
|
★★☆☆☆
Multi-user support available; limited central oversight.
|
Snappy Kraken gives modern RIAs everything in one connected system—automation, CRM sync, AI, analytics, and award-winning content—so marketing finally runs itself.
FMG Suite offers solid tools and templates, but it stops short of the automation and insight today’s growth-focused firms need.
Why Snappy Kraken Stands Out From The Competition
Capture and route every lead instantly
Best fit: Snappy Kraken (Lead-Capture Inboxes, triggers, and dynamic groups)
Why it matters: Respond in minutes, not days—boost meeting conversion and AUM growth.
Keep segments fresh without spreadsheets
Best fit: Snappy Kraken (real-time sync + behavior updates)
Why it matters: You market to where a prospect is now, not where they were last quarter.
Nurture by behavior, not blast
Best fit: Snappy Kraken (auto-subscribe journeys, Opportunity Score)
Why it matters: Fewer emails, higher meetings—this is how you scale without spamming.
Prove impact in pipeline reviews
Best fit: Snappy Kraken (engagement → opportunities, built for sales hand-off)
Why it matters: Growth conversations move from “activities” to closed-loop revenue.
With Snappy Kraken:
- Turn website traffic and form fills into booked meetings with automated next steps
- Segment once, then let the data work—dynamic groups update themselves
- Give each advisor a simple, powerful system while HQ keeps governance
- Walk into pipeline reviews with marketing-sourced opportunities (not just clicks)
Frequently Asked Questions
How fast can we get live?
+Snappy Kraken can activate quickly with pre-built journeys and lead routing; most RIAs see first automated campaigns within days of setup.
Does this work for multi-advisor firms?
+Yes. Snappy Kraken supports central governance with advisor-level personalization and reporting roll-ups.
What about compliance?
+Snappy Kraken bakes approval flows into journeys so compliance enables speed, not slows it.
Will our CRM be truly in sync?
+Snappy Kraken is designed for real-time, two-way updates for supported CRMs (with a few exceptions). That means segments and triggers stay current as contacts change.
