A complete digital marketing system for financial advisors who care about meaningful connections.

SERVE CLIENTS.
EXPAND RELATIONSHIPS.
GROW YOUR BUSINESS.

Personalized Websites + Original Content + Marketing Automation

“I can honestly say Snappy Kraken is the easiest and most impactful system
I’ve used in my over 25 years in the industry.”

- Mark Silverman
CFP®

Request a Demo

“The most
innovative platform
for advisors.”

#1 Digital Marketing
Tool Advisors Are
Considering

2022 Digital
Marketing Campaign
of The Year

2019-2022 Best
Overall Content
Marketing Software

martechj

2021 Marketing
Automation Winner

2018, 2019 & 2021
Social Media
Leadership Winner

A HOLISTIC MARKETING SYSTEM

for financial advisors

Request a Demo

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.

After years of trying different marketing platforms and technology, I finally found Snappy Kraken to be truly valuable. It’s easy to use and allows me to send out solid, visually compelling content on a regular schedule – something I struggled with before. It’s already landed me a few new clients!

- Greg Brown

CFP, President, Certified Financial Planner, Pathway Financial

CONTENT, AUTOMATION, WEBSITES, AND TEXTING:

Created for Financial Advisors to Drive Meaningful Connections

Proven strategy, modern tactics, and flawless execution

Personalized Websites

Your business and your clients are unique. Your website should be too. Stand out online with a website designed to attract your target audience, all set up to keep compliance happy.

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Marketing Content and Automation

Run your complete financial advisor marketing strategy in just 1-2 hours per month with original, award-winning content - so you can spend time on what matters most, your clients.

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SMS Marketing with Convos

Stronger relationships are reinforced by texting. Clients know you care. Prospects stay engaged. Convos is a fast, simple, and powerful way to turn prospects into loyal clients,

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Freedom360

Marketing a financial firm is hard. Instead of trying to manage your entire marketing system yourself, we’ll do it for you with our done-for-you marketing program.

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A COMPLETE STRATEGY FOR MOVING RELATIONSHIPS FROM COLD TO GOLD

Get
Noticed

Bold, unique content and personalized website designs
that grab attention across many channels.

Earn
Contacts

Compelling offers and conversion-driven CTA’s generate interested prospects, email subscribers, and text message opt-ins.

Build
Credibility

Educational nurturing sequences turn subscribers into warm leads.

Start
Conversations

Action-focused content encourages dialogue and meeting requests.

Win
Clients

Purposeful outreach makes prospects excited to work with you.

Deepen
Relationships

Timely, meaningful messages grow client relationships and drive referrals.

Request a Demo

Snappy’s been pumping out great content as well, so keep that up. I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I’ve been emailing him since the end of 2018) and he’s finally ready to sit down and talk.

- Matt S.

CFP® Wealth Advisor, Certified Financial Planner

HOW MANY TIMES HAVE YOU BEEN DISAPPOINTED

By a Marketing Program that Promised More Than It Delivered?

You deserve better.

led by experts

Group

3.4 million
campaigns created

Group (1)

5000+
websites launched

fueled by data

Group (2)

100.9+ million emails
delivered and analyzed

Group (3)

Regular facilitated surveys
with target markets and
subject matter experts

driven by service

Group (4)

97%
of Snappy Kraken clients
are satisfied with their
website services

Group (5)

95%
of Snappy Kraken clients
recommend using Snappy
Kraken to other advisors

fueled by data

Vector

On average, Snappy
Kraken clients attributed
31% of their revenue growth
to Snappy Kraken

Group (6)

98%
of Snappy Kraken clients said
we helped them keep in
better touch with their clients

Request a Demo

- Matt S.

CFP® Wealth Advisor, Certified Financial Planner

snappy kraken is right
for you if...

You demand quality.

You’re tired of canned, bland, and random marketing content that
doesn’t work, and outdated, cookie-cutter website designs.

You know the value of your time.

You’re a great financial adviser, but marketing takes too much
time or frustrates you.

You care about meaningful connections.

You know you can’t serve everyone, but you’re committed to
building lasting relationships with your ideal client.

You see the big picture.

You understand that marketing isn’t just about lead gen; it’s about a strong online presence that attracts your target audience, stands out, converts, and provides ongoing engagement.

Request a Demo

I’ve only been using Snappy Kraken for 3 months and I’ve already converted two of my prospects into clients by using their system, and I’m getting great feedback on the content!

- Hannah Buschbom
CFP® and CDFA®, Partner & Wealth Advisor, AmeriFlex® Financial Services

Want to find out if Snappy Kraken is right for your business?

Request a 1:1 demo with our team today

Request a Demo

SERVE CLIENTS. EXPAND RELATIONSHIPS. GROW YOUR BUSINESS.

Personalized Websites + Original Content + Marketing Automation “I can honestly say Snappy Kraken is the easiest and most impactful systemI’ve used in my over 25 years in the industry.”

- Mark SilvermanCFP®

A HOLISTIC MARKETING SYSTEM

SERVE.

EXPAND.

GROW.

CONTENT, AUTOMATION, WEBSITES, AND TEXTING:

Created for Financial Advisors to Drive Meaningful Connections

Personalized Websites

Marketing Content and Automation

SMS Marketing with Convos

Freedom360

A COMPLETE STRATEGY FOR MOVING RELATIONSHIPS FROM COLD TO GOLD

HOW MANY TIMES HAVE YOU BEEN DISAPPOINTED

By a Marketing Program that Promised More Than It Delivered?

led by experts

fueled by data

driven by service

fueled by data

snappy kraken is right for you if...

You demand quality.

You know the value of your time.

You care about meaningful connections.

You see the big picture.

Want to find out if Snappy Kraken is right for your business?

Request a 1:1 demo with our team today

SERVE CLIENTS.
EXPAND RELATIONSHIPS.
GROW YOUR BUSINESS.

Personalized Websites + Original Content + Marketing Automation

“I can honestly say Snappy Kraken is the easiest and most impactful system
I’ve used in my over 25 years in the industry.”

- Mark Silverman
CFP®

snappy kraken is right
for you if...