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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.

Snappy Kraken Marketing Platform
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More than 7,000 financial advisors across 200 leading financial networks trust Snappy Kraken

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Content, Automation, Websites

Marketing systems created for financial advisors to drive meaningful connections. 

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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 & 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.

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Your marketing deserve an upgrade

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Deep Integrations

Integrate seamlessly with your existing technology stack and popular CRMs, social media platforms, and advisor-tech tools

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AI-Powered Tools

Leverage drag-and-drop builders and generative AI to create email newsletters, landing pages and more with ease

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Campaign Orchestration

Deploy marketing content, investment research, market commentary and more on behalf of your advisors with just a few clicks

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Compliance Management

Ensure all marketing materials meet regulatory standards with built-in compliance workflows, archiving, and monitoring

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Snappy Kraken is the only organic growth platform built to meet a range of goals across the organization

For Executives & Recruiters

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
For Marketing Ops

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
For Compliance Officers

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
For IT & Developers

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
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Discover how Snappy Kraken can drive faster growth and longer retention across your network