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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.
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More than 7,000 financial advisors across 200 leading financial networks trust Snappy Kraken
“Snappy Kraken is the only marketing company in our industry that delivers proven results and stands behind them. Who else publishes their actual results for everyone to see? Who else offers a money-back guarantee if advisors aren't satisfied?”
Marty Bicknell
CEO & President, Mariner Wealth Advisors
“Snappy Kraken is the #1 revenue producing partner on our platform.”
Keith Gregg
CEO, Chalice Connect
"In the 4 years that we've worked with Snappy Kraken, they've provided top-tier content, technology, and support. The results speak for themselves. They go the extra mile to support our enterprise investment. Any group taking their advisors' marketing into the 21st century needs a partnership with Snappy Kraken."
Jack Martin
CMO, Insurmark
“Working with Snappy Kraken has been invaluable for our advisors. My favorite part is that they truly are partners - they are invested in our advisors just as much as we are, and it shows. It’s a no-brainer for anyone looking to partner on the enterprise level with Snappy Kraken.”
Justin Woodbury
CMO , Tucker Advisors
“Snappy Kraken is a key partner, and we’ve seen them add huge value for hundreds of our advisors.”
Jay Brost
CMO, Advisors Excel
"Exceptional creativity and commitment. That’s how I describe Snappy Kraken in a nutshell. They have created, and relentlessly continue to refine a truly unique bridge that connects advisors and new clients. The icing on the cake is their passion for helping advisors be both knowledgeable and fully fluent with the platform.”
Chris Mullis
Ph.D., CDFA®, Founding Partner, NorthStar Capital Advisors
Content, Automation, Websites
Marketing systems created for financial advisors to drive meaningful connections.

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.

Marketing Content & 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.

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.
Your marketing deserve an upgrade
Deep Integrations
Integrate seamlessly with your existing technology stack and popular CRMs, social media platforms, and advisor-tech tools
AI-Powered Tools
Leverage drag-and-drop builders and generative AI to create email newsletters, landing pages and more with ease
Campaign Orchestration
Deploy marketing content, investment research, market commentary and more on behalf of your advisors with just a few clicks
Compliance Management
Ensure all marketing materials meet regulatory standards with built-in compliance workflows, archiving, and monitoring
Snappy Kraken is the only organic growth platform built to meet a range of goals across the organization
Prove that you drive organic growth
Attract and retain top-performing advisors with your differentiated growth program
- Understand and evangelize what drives tangible growth
- Demonstrate your value to potential advisors
- Prove your value to existing advisors with robust reporting
Make it simple for advisors to use your content
Elevate your marketing offering with streamlined content creation and distribution
- AI-powered content builders
- Mass create and publish for all your advisors
- Admin Access/User Impersonation
Ensure regulatory compliance with confidence
Maintain adherence to industry regulations while empowering your advisors with effective engagement tools
- Monitor and manage communications seamlessly with email journaling
- Streamline content approvals with efficient workflows
- Accelerate approvals with FINRA-reviewed content
Streamline your data integration
Expand your engagement cloud with easy, secure, and scalable API tools designed for developers
- Minimize clicks to sync data with your CRM
- Make it easier for your advisors to drive engagement
- Clear documentation to implement SK in less than a day

