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Snappy Kraken: Personalized Websites, Original Content, Marketing Automation for financial advisors

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- THE SNAPPY KRAKEN PLATFORM
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- - Done For You MarketingFreedom360
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# Automate Your Marketing, Maximize Your Growth

### Start growing 7x faster with Snappy Kraken\*

*\*In comparison with industry data on organic growth rates from Fidelity, Cerulli, Kitces, and other sources*

#### Solo Advisors and Small Firms

###### Attract new business, automate your marketing, increase client engagement, and stay compliant. Get results from your marketing in just 1-2 hours per month–or let us handle everything for you.

WATCH DEMO

#### Large Firms and Enterprises

###### Scale advisor growth with custom marketing campaigns that perform. Unlock data-driven insights that surface the best opportunities—while keeping you compliant every step of the way.

LEARN MORE

### 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 delivers research-based, fully automated, end-to-end digital campaigns at scale without being canned, watered down, massively expensive, or tons of work? No one."

Marty Bicknell

CEO & President, Mariner Wealth Advisors

## Powerful, Automated, and Built For Financial Services

### The only AI-powered marketing platform built for financial advisors and firms—combining automation, data intelligence, compliance, and award-winning content in one easy-to-use system.

##### Proven Growth System

Snappy Kraken’s AI-powered marketing delivers proven campaigns that drive measurable results. Advisors using our system attribute 31% of their revenue growth to Snappy Kraken, and 98% say it improves client engagement.

##### AI-Driven Intelligence

Snappy Kraken turns insights into action with AI-powered automation that identifies high-value opportunities, personalizes engagement, and nurtures leads automatically. Optimize marketing, drive growth, and stay compliant—without the manual effort.

##### Powerful Integrations

Leads don’t just sit in your CRM—they take action. Snappy Kraken syncs data across your tools and instantly moves prospects into personalized nurture campaigns, ensuring the right message reaches the right people at the right time.

##### Seamless Compliance

Snappy Kraken’s built-in FINRA- and SEC-ready approval workflows automate compliance reviews, enforce brand standards, and provide centralized visibility—whether for a single advisor or across an entire advisor network.

*Ensuring your data is protected with industry-leading safeguards, Snappy Kraken maintains SOC 2 Type 2 certified security standards.*

#### Discover How Snappy Kraken Can Grow Your Firm

Watch Demo

##### *Want us to do it for you?*



## Full-Service Marketing with Freedom360

Freedom360 is our fully managed marketing solution that handles everything—from strategy to execution—so you can focus on your clients. Advisors using Freedom360 see 6x website traffic and 2x appointment requests.

Watch Demo

## Marketing at Scale for RIAs, Broker-Dealers & IMOs

### Streamline advisor marketing. Drive engagement, and accelerate AUM growth.

##### Proven Growth System for Financial Advisors

- **Attract & Retain Top Advisors** – Offer a turnkey marketing solution that helps advisors grow, boosting engagement and retention.
- **Mass-Publish & Automate** – Launch campaigns for 5 or 5,000 advisors in seconds, ensuring brand consistency, compliance, and scale without extra lift.
- **Real-Time Insights & Reporting** – Gain clear visibility into advisor and campaign performance, identify what’s working, and optimize with confidence.
- **Streamlined Compliance** – Stay aligned with FINRA & SEC regulations through built-in approval workflows, reducing bottlenecks and safeguarding your brand.

Empower your advisors. Drive engagement. Scale with confidence.

Watch Demo

"Snappy Kraken is a key partner, and we’ve seen them add huge value for hundreds of our advisors."

Jay Brost

CMO, Advisors Excel

## A Powerful Suite Of Marketing Tools–Designed To Work Together

### Snappy Kraken gives you everything you need to attract clients, strengthen relationships, and grow your firm—seamlessly and efficiently.

#### AI-Powered Content

Use built-in generative AI to customize existing templates or to create your own campaigns, emails, social posts, images, and more.

#### Client Engagement

Stay top of mind and nurture your existing clients with valuable communications and content.

#### Marketing Insights

See who’s engaging with your content and take action in a few clicks with AI-powered data and recommendations.

#### Marketing Automation

Set campaigns once and they’ll run in the background automatically–nurturing prospects and strengthening client relationships on email, social, and texting.

#### Custom Campaign Creation

Easily customize pre-built campaigns or create your own from scratch—while maintaining brand consistency, compliance, and effortless scalability.

#### Personalized Websites

Stand out with a high-converting website built to attract your ideal clients.

Everything works together to make marketing simpler, less time consuming, and more effective.

Watch Demo

"A CPA referred us to a client six months ago, but she wasn’t ready. Then, she told me she kept getting our emails and that’s why she reached out. SK did all the upfront heavy lifting—and now she’s a $1M+ client!"

Brian Traverso

BOLT Wealth Management

## Why Snappy Kraken? Data-Backed Growth For Advisors & Firms

### Marketing isn’t guesswork, it’s a science. Snappy Kraken’s AI-powered, data-driven platform delivers proven results at scale.

#### 7x Faster Organic Growth
###### Firms using Snappy Kraken grow significantly faster than the industry average.\*

#### 6x More Website Traffic
###### More visibility means more opportunities to connect with ideal clients.

#### 3x More Website Opt-Ins
###### Personalized websites with high-converting calls-to-action turn visitors into engaged prospects.

#### 2x More Appointment Requests
###### Advisors using Freedom360 report 2x more qualified meetings.

#### 200M+ Emails Delivered
& Analyzed
###### Real-world data fuels smarter, optimized campaigns.

#### 31% Revenue Growth
###### Our clients see measurable impact on their bottom line.

Everything works together to make marketing simpler, less time consuming, and more effective.

Watch Demo

“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 Mullist

Ph.D., CDFA®, Founding Partner at NorthStar Capital Advisors

*\* Snappy Kraken Advisor growth rate was 7x Fidelity Advisor averages in 2023*

## Frequently Asked Questions (FAQ)

##### + What is Snappy Kraken, and how does it help financial advisors?

###### Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. We provide automated marketing campaigns, personalized content, real-time insights, and compliance-ready workflows to help advisors attract clients, nurture relationships, and scale their business with less effort.

* * *

##### + How is Snappy Kraken different from other marketing platforms?

###### Unlike generic marketing tools, Snappy Kraken is built specifically for financial professionals and offers:

- AI-powered content and automation designed for engagement and compliance.
- Seamless integrations that connect leads from all sources into personalized nurture campaigns.
- Data-driven insights that show what’s working so you can optimize growth.
- Mass-publishing and automation to manage advisor marketing at scale.

* * *

##### + Is Snappy Kraken only for solo advisors, or can large organizations use it too?

###### We serve both independent advisors and large organizations. Solo advisors benefit from turnkey automation and AI-powered content, while RIAs, Broker-Dealers, and IMOs use Snappy Kraken to scale advisor marketing, track performance, and ensure compliance across their networks.

* * *

##### + Does Snappy Kraken integrate with my CRM and other advisor tools?

###### Yes! Snappy Kraken is the most integrated marketing platform for financial advisors. Leads from websites, ads, and third-party tools can be automatically added to specific groups and campaigns, ensuring instant follow-ups and tailored nurturing.

* * *

##### + What kind of content and automation does Snappy Kraken provide?

###### We offer a library of award-winning, FINRA-reviewed marketing campaigns designed for financial advisors. Campaigns include email nurture sequences, timely emails on current events, social media posts, website content, lead magnets, and text message follow-ups—all automated to engage prospects and clients over time.

* * *

##### + How does Snappy Kraken help with compliance?

###### Our platform includes built-in FINRA- and SEC-ready approval workflows, automated content archiving, and SOC 2 Type 2 certified security standards. We help firms maintain compliance without slowing down their marketing efforts.

* * *

##### + Can Snappy Kraken handle marketing for me?

###### Yes! Freedom360 is our fully managed marketing solution for advisors and firms who want expert-driven campaigns without lifting a finger. Our team handles everything—from strategy to execution—so you can focus on your clients.

* * *

##### + How do I get started with Snappy Kraken?

###### Getting started is easy. Schedule a demo to see how Snappy Kraken can transform your marketing. We’ll walk you through the platform, answer your questions, and help you choose the right solution for your needs.

## Discover If Snappy Kraken Is Right For Your Firm

Watch Demo

Contact Us

844.762.7795

sales@snappykraken.com

- Platform
- Marketing Automation
- Websites
- Text Messaging
- Marketing Hub
- - Done For You Marketing
- Marketing Admin
- App Marketplace
- Drag & Drop AI Builders
- Results
- Testimonials
- Case Studies
- Learn
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