UPCOMING WEBINAR
WHAT'S NEW & NEXT WITH SNAPPY KRAKEN
Join us for our exclusive What’s New & Next webinar, where we’ll unveil the latest platform updates and upcoming features designed to help firms and advisors drive better results—faster and with less effort.
In this session, you’ll get a firsthand look at our newest innovations, including:
- Real-Time CRM Integration for seamless, bi-directional syncing between your CRM and Snappy Kraken—so leads, tags, and contact updates flow instantly across systems.
- AUM Pipeline Reporting that finally shows how your marketing is driving asset growth, with real-time visibility into pipeline value and forecasted AUM from a single dashboard.
- Campaigns App Workflow Updates that help you move faster—launch campaigns with fewer steps, adjust timing on each touchpoint, and find what you need in less time.
Plus, get a sneak peek at how these updates connect inside our evolving platform—and what’s coming next to make your marketing system even more intelligent, automated, and scalable.
🗓️ Register to save your spot!
Register for the webinar on October 23rd @ 2pm ET
MEET THE PANEL

Mike Rinard
Head of Solutions Marketing

Angel Gonzalez
Head of Advisor Content

Jacob Lazarus
Product Management Lead

Brad DeLoatche
Chief Product Officer