2026 State of Digital & AI Report: What’s Working Now in Advisor Marketing Cover of Snappy Kraken’s 2026 State of Digital and AI Report: Reshaping Advisor Growth

 

Snappy Kraken’s 2026 State of Digital & AI Report shows how financial advisors are turning digital attention into conversations, clients, and growth.


This year’s data reveals what’s working now, where momentum is stalling, and how top advisors and firms are connecting AI, websites, CRM, email, campaigns, and follow-up into one growth system.

 

Get the full report, the Field Guide & Action Plan, and access to the webinar replay.

Cover of Snappy Kraken’s 2026 State of Digital and AI Report: Reshaping Advisor Growth
54 Million
Advisor Emails
Analyzed
~4 Million
Website Visitors
Reviewed
9,000+
Advisors and Firms
Benchmarked
2 Years
of Data
Analyzed

Why Does This Report Matter?

 

Advisor marketing is entering a new era.


Prospects are finding, researching, and evaluating advisors differently than they did just a year ago, and AI is part of that shift.


This report separates noise from signal. It shows where prospects are engaging, where advisor marketing is gaining traction, and where momentum stalls before it turns into a real conversation.

What’s Inside

 

 

AI Is Changing Discovery

See how AI is changing the way prospects discover, research, and evaluate financial advisors, and why the advisor website matters more as a result.

 

Websites Are Carrying More Of The Conversion Moment

Website traffic grew 10.3%, but website form submissions increased 110%. The report explains why advisor websites are becoming more important for trust, validation, and next-step action.

 

Connected Systems Outperform Disconnected Tactics

Advisors with connected CRM data generated roughly 3 to 4 times higher engagement across key marketing metrics. The report shows why connected systems create more reach, stronger signals, and better follow-up.

 

The Lifecycle Gap Is Still Holding Advisors Back

Many advisors are staying visible with timely emails and awareness content, but fewer are adding the nurture and follow-up layers that turn attention into conversations, referrals, and client relationships.

 

Execution Turns Strategy Into Results

Connected tools and lifecycle strategy matter, but consistency is what makes the system work. The report shows how execution support helps advisors turn strategy into repeatable marketing activity.

What You'll Learn

  • The AI-driven shift in how prospects are finding and evaluating advisors
  • Why website form submissions grew more than 10x faster than website traffic
  • Where advisor marketing is creating attention but losing momentum
  • Why advisors who connect their CRM to marketing drive 3-4x higher engagement
  • How to benchmark your current marketing system against top advisors and firms
  • The underused campaign type you should launch in 2026 to start more conversations with your audience

Included With This Report

Cover of Snappy Kraken’s 2026 State of Digital and AI Report: Reshaping Advisor Growth

Full 2026 State of Digital & AI Report

 

Get the complete data-backed analysis of how advisor marketing is changing across AI discovery, websites, CRM, lifecycle marketing, email performance, and execution.

Field Guide and Advisor Action Plan cover

Field Guide & Action Plan (Coming Soon!)

 

Turn the report into a practical next step. Use the companion guide to benchmark your current marketing system, identify where momentum may be breaking, and decide what to prioritize next.

Laptop displaying the State of Digital and AI 2026 webinar replay

Webinar Replay

 

Watch Robert Sofia walk through the biggest findings and what they mean for advisors and firms heading into the rest of 2026.

Who Should Download It?


This report is for financial advisors, firm leaders, and marketing teams who want a clearer view of what is working in advisor marketing right now.

 

It is especially useful if you are trying to answer:

 

  • How are prospects finding and evaluating advisors now?
  • Is our website doing enough to turn interest into action?
  • Are our campaigns creating visibility, or are they creating real conversations?
  • Where should we focus next if we want better growth from our marketing?
  • How do we connect content, CRM data, websites, nurture, and follow-up into one system?

Download the 2026 State of Digital & AI Report

 

 

Get the full report, the Field Guide & Action Plan, and access to the webinar replay.

 

 

Frequently Asked Questions

What is the State of Digital & AI report?

State of Digital & AI is Snappy Kraken's annual look at how digital marketing, advisor behavior, and investor engagement are changing across the wealth management industry. This year's report is based on two years of aggregate, anonymized platform data from more than 9,000 advisors and firms.

Do I need to watch the webinar to use the report?

No. The report is designed to stand on its own. The webinar replay is included if you want Robert Sofia's walkthrough of the biggest findings and what they mean for advisor marketing.

Who is this report for?

The report is written primarily for financial advisors who want practical guidance on what to do with their marketing in 2026. Firm leaders, enterprise teams, and marketing teams will also find useful data on advisor activation, technology adoption, and scalable growth patterns.

What is the Field Guide & Action Plan?

It is a companion resource designed to help you apply the report. Use it to assess your current marketing system, identify your biggest gaps, and choose the next layer to add.