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

Mike Rinard

Head of Solutions Marketing

Angel Gonzalez

Angel Gonzalez

Head of Advisor Content

Jake SK

Jacob Lazarus

Product Management Lead

Brad

Brad DeLoatche

Chief Product Officer