Registration Page_Federated Marketing
UPCOMING: LIVE WEBINAR

 

What's New and Next at Snappy Kraken

 

See the latest updates making advisor marketing easier to run, easier to scale, and more connected, plus an early look at the AI capabilities coming next.

Mike Rinard Headshot-1

Mike Rinard

Head of solutions marketing, Snappy Kraken

Jake

Jake Lazarus

Head of Product, Snappy Kraken

Register Now
Angel

Angel Gonzalez

Head of Advisor Content, Snappy Kraken

Brad-1

Brad DeLoatche

CPO, Snappy Kraken

 Thursday, June 11, 2026  2:00 PM EST
Details:

 

Advisor marketing is becoming more automated, connected, and intelligent.

 

In this live webinar, we’ll explore the newest Snappy Kraken updates and how they are helping advisors, firms, and enterprise teams reduce manual work across compliance, onboarding, CRM setup, DNS configuration, automation, and campaign launch.

We’ll also preview upcoming AI capabilities designed to support brand consistency, office-level customization, content creation, and smarter next steps across the advisor marketing lifecycle. Rather than a feature-by-feature product tour, this session is a practical look at how modern marketing systems can help advisors launch more consistently, nurture relationships more effectively, and scale growth across teams of any size.

 

What you’ll learn:

 

  • How in-workflow compliance annotation reduces review friction and speeds up feedback loops
  • How advisors can automatically launch campaigns while still personalizing content when needed
  • What’s improving across CRM, DNS, and automation setup to accelerate onboarding
  • How AI can support consistent branding across firms, offices, and advisor teams
  • A preview of AI Copilot and how it helps guide smarter marketing next steps
  • Where AI-powered campaign creation is headed inside Snappy Kraken for financial services marketing

 

 

 

Register for Webinar:
John-Hare

John Hare

CPFA, AIF, Managing Director, Prudent Process

 

“I’m floored by what Snappy Kraken can do. I had been looking for better ways to market my practice. And
I’ve heard ‘No’ so many times before from different marketing companies. I’ve heard it from every angle,
and it gives me peace of mind to know that I can incorporate a well-thought-out marketing strategy into
my practice."

Frequently Asked Questions

Is this for current customers or prospects?

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Both. Current customers will see what is new and what to pay attention to next. Prospects will get a clear look at how the platform is evolving and why Snappy Kraken is built differently from disconnected marketing tools.

Will this be a technical product demo?

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It will be practical, but not overly technical. Expect a high-level walkthrough of the newest updates, examples of where they fit in real advisor and firm workflows, and a preview of upcoming AI capabilities.

Will the AI features be available immediately?

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Some items are current updates, while others are roadmap previews. We will make clear what is available now, what is rolling out, and what is coming next.