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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.

Built In AI-Tools To Speed Up Your Workflow

With the AI-Powered Email Builder, you can describe any message or image you want to create and it's generated instantly. In less than 10 minutes, you'll be ready to deploy branded, custom emails that convert, without any copywriting, design or marketing skills.

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2025 Marketing Mix

Unlock 3 seasonal themes and trending topics that will help elevate your marketing strategy, engage your audience more effectively, and amplify your over results. By leveraging these timely and relevant themes, you can create content that resonates with your target market, boosts brand visibility, and drives more conversions throughout the year.

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Products & Pricing

Freedom360

A done-for-you, premium marketing solution for Financial Advisors that works across all Snappy Kraken products.

Freedom360

$899/month

Annual Subscription

$1,499 Setup

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automations

Win prospects and wow clients with original content and marketing automation

Serve
$209/month

Annual Subscription

$0 Setup

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Grow

$409/mo

Annual Subscription

$500 Setup

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Websites
Stand out and skyrocket conversions with a personalized online presence.
Serve

$199/month

Annual Subscription

$1,499 Setup

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Grow

$389/mo

Annual Subscription

$2,499 Setup

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Convos

Serve your clients better and faster with compliant text message marketing.

Serve

$99/month

Annual Subscription

$0 Setup

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Grow

$179/mo

Annual Subscription

$0 Setup

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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 are interested download Snappy Kraken's overview guide to learn more!

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