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Snappy Kraken

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Average star rating
3.5
Serving customers since
2016
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Jesse H.
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Jesse H.
Investor Operations at Incline Investment Management, LLC
09/09/2022
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Review source: G2 invite
Incentivized Review

Helped our firm automate email campaigns with quality provided content.

The most helpful part of snappy kraken is just creating campaigns to drip on leads or contacts that you would not be able to do as easily on your own.

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HQ Location:
Ormond Beach, US

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@SnappyKraken

What is Snappy Kraken?

Snappy Kraken is an AI-powered marketing automation platform built specifically for financial advisors, RIAs, broker-dealers, and enterprise financial firms. The platform delivers marketing automation, pre-built FINRA-reviewed content and campaigns, advisor websites, text messaging, AI-powered content creation, marketing analytics, and compliance workflows financial professionals need to execute an end-to-end marketing strategy. Designed to support both independent advisors and large financial organizations, Snappy Kraken helps advisors stay visible, engage prospects and clients, nurture relationships, and follow up consistently. It integrates out of the box with leading CRM, data enrichment, and compliance systems, helping teams connect marketing activity to client and prospect data while streamlining review and approval workflows. For firms, Snappy Kraken provides the tools to scale marketing across teams, offices, and advisors with greater consistency, oversight, and control.

Details

Year Founded
2016