Growth Marketing and Client Engagement for Modern Financial Companies
Grow Faster.
Simplify Marketing.
Strengthen Relationships.
Content + Automtation + Analytics + AI
Marketing That Gets Results
Snappy Kraken is the client and prospect engagement platform for the new era of financial advisory networks. Our client engagement platform empowers advisors to drive faster revenue growth and create personalized client experiences across email, SMS, social, web, and more, with real-time data and AI-driven insights. Snappy Kraken is the marketing partner that has over 7,000+ Financial Advisors across 200 leading financial network trusts.
Delivered monthly, the Marketing Mix highlights themes and trending topics each month to help elevate your marketing strategy and keep your messaging fresh, relevant, and timely.
By tapping into what’s resonating right now with your audience, you’ll be able to plan content with confidence, engage more effectively across channels, and maintain consistent visibility throughout the year. Each month’s themes are designed to help you create meaningful, on-brand content that aligns with industry trends, and client mindsets—so your marketing feels intentional.
Build stronger audience connection, increased brand awareness, and more opportunities to drive conversions, all without starting from scratch every month.
Check out an example of a previous Marketing Mix!
Products & Pricing
- Basic Content Library
- AI Email Builder
- Email + Phone Support
- Up to 10k Contacts
- Built-in Compliance
- Premium Content Library
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Up to 50k Contacts
- Premium Support & Priority Service
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- Quarterly Business Review
- Up to 100k Contacts
- Dedicated 1-1 Success Manager
- Basic Content Library
- Basic Website Template + SEO
- AI Email Builder
- Basic Email + Phone Support
- Built-in Compliance
- Premium Template w/ Custom Design
- On-demand Website Reviews
- Auto-publish Blog Scheduler + Social Posts
- Premium SEO
- Premium Support and Priority Service
- Basic Content Library
- AI Email Builder
- Email + Phone Support
- Up to 10k Contacts
- Built-In Compliance
- Premium Content Library
- Custom Website + Premium SEO
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Premium Support + Priority Service
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- AEO (Answer Engine Optimization)
- Quarterly Business Review
- Dedicated 1-1 Success Manager
A Complete Relationship Engagement Platform
For Financial Advisors
SERVE.
Stay in front of your clients with consistent communication and educational content.
Build and maintain enriched and lasting client relationships, without a huge effort on your part.
Deepen relationships and build trust with your existing network.
Stand out as a thought leader and build authority with the perfect balance of content and communication.
Increase traffic and conversions across your website and entire marketing system.
Grow your firm with referrals, increased traffic, and new client relationships.