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Growth Marketing and Client Engagement for Modern Financial Companies

Grow Faster.
Simplify Marketing.
Strengthen Relationships.

Content + Automtation + Analytics + AI

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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.

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Smart Growth Suite
The System High-Growth Firms Pay Consultants To Build. Ready For You On Day 1. Most firms spend months (and thousands) wiring together CRMs, tagging systems, and campaign tools just to respond faster and convert more leads. Smart Growth Suite gives you the same system—fully integrated, advisor-ready, and built to scale. AI lead capture. Real-time segmentation. Multi-step campaigns that launch and adapt automatically. Turn new leads into clients. Faster, smarter, and with less effort.
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February 2026 Marketing Mix

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!

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Products & Pricing

Campaigns: Marketing Automation for Financial Advisors
As an IAMS advisor, get 15% off all Snappy Kraken products.
Foundations
Essentials for client communication
Monthly Price (Annual Term)
$199 $170
Setup Fee
$199
Additional Advisor Workspaces
-
Additional Admin Seats
-
Learn More

Key Features Include:
  • Basic Content Library
  • AI Email Builder
  • Email + Phone Support
  • Up to 10k Contacts
  • Built-in Compliance
Grow
Growth-focused marketing tools
Monthly Price (Annual Term)
$299 $255
Setup Fee
$499
Additional Advisor Workspaces
$99 $85
Additional Admin Seats
$99 $85
Learn More

Everything in Foundations, Plus:
  • Premium Content Library
  • Lead Capture + Auto-Subscribe
  • Text Messaging (Convos)
  • Up to 50k Contacts
  • Premium Support & Priority Service
Freedom360
Complete done-for-you system
Monthly Price (Annual Term)
$899 $765
Setup Fee
$499
Additional Advisor Workspaces
$699 $595
Additional Admin Seats
$99 $85
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Everything in Grow, Plus:
  • Done-for-you Marketing Strategy
  • Done-for-you Marketing Implementation
  • Quarterly Business Review
  • Up to 100k Contacts
  • Dedicated 1-1 Success Manager
Websites: Professional Websites for Financial Advisors
As an IAMS advisor, get 15% off all Snappy Kraken products.
Foundations
Essential advisor website
Monthly Price (Annual Term)
$99 $85
Setup Fee
$499
Learn More

Key Features Include:
  • Basic Content Library 
  • Basic Website Template + SEO 
  • AI Email Builder 
  • Basic Email + Phone Support 
  • Built-in Compliance 
Grow
Growth-focused advisor website
Monthly Price (Annual Term)
$199 $170
Setup Fee
$2,499
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Everything in Foundations, Plus:
  • Premium Template w/ Custom Design
  • On-demand Website Reviews
  • Auto-publish Blog Scheduler + Social Posts
  • Premium SEO
  • Premium Support and Priority Service
Bundle Packages: Complete Marketing Systems for Financial Advisors
As an IAMS advisor, get 15% off all Snappy Kraken products.
Foundations Bundle
Essential advisor marketing tools
Monthly Price (Annual Term)
$298 $254
Setup Fee
$698
Additional Advisor Workspaces
-
Additional Admin Seats
-
Learn More

Key Features Include:
  • Basic Content Library
  • AI Email Builder
  • Email + Phone Support
  • Up to 10k Contacts
  • Built-In Compliance
Grow Bundle
Growth-focused advisor marketing tools
Monthly Price (Annual Term)
$499 $382
Setup Fee
$2,998
Additional Advisor Workspaces
$99 $85
Additional Admin Seats
$99 $85
Learn More

Everything in Foundations, Plus:
  • Premium Content Library
  • Custom Website + Premium SEO
  • Lead Capture + Auto-Subscribe
  • Text Messaging (Convos)
  • Premium Support + Priority Service
Freedom360 Bundle
Complete done-for-you marketing system
Monthly Price (Annual Term)
$999 $850
Setup Fee
$2,998
Additional Advisor Workspaces
$699 $595
Additional Admin Seats
$99 $85
Learn More

Everything in Grow, Plus:
  • 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.

EXPAND.

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.

GROW.

Increase traffic and conversions across your website and entire marketing system.

Grow your firm with referrals, increased traffic, and new client relationships.

Is Snappy Kraken right for you?
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.  If you’re interested, download Snappy Kraken's overview guide to learn more!
Download Overview