Automated Marketing & Business Workflows for Financial Professionals

UN-CANNED ADVISER MARKETING, EFFORTLESSLY AUTOMATED

 
F E A T U R E D   I N

1

ATTRACT
NEW LEADS

Maybe you’ve tried it all: subscribing to content libraries, hiring email and social media “pros”, upgrading your website for a small fortune…but you’re still not getting the results you want.

(650) 217-1205

2

MOTIVATE
EXISTING
PROSPECTS

In the course of your career, you’ve likely built up a reputation. And a list. You have contacts who need your services, but they need a bit of guidance to take the next step. Don’t waste the opportunity.

See how we do it for you…

3

ENGAGE
CLIENTS

It takes work to get clients. Further, it takes a solid system to continually engage them. You’re busy, so how do you forge loyalty and keep your clients from feeling ignored?

See how we do it for you…

4

INCREASE
CLIENT
REFERRALS

Make yourself referable without having to resort to tactics that feel awkward or too salesy. The missing key in most advisers’ referral strategy is this: Provide a worthwhile incentive for referrals.

See how we do it for you…

5

AUTOMATE
OPERATIONAL
WORKFLOWS

Look around your day-to-day activities: onboarding new clients, running your practice, even answering phones. You can earn a lot of lost hours back by refining (and even automating) key processes.

See how we do it for you…

WHAT’S SNAPPY KRAKEN ALL ABOUT?

When we started building Snappy Kraken, we didn’t sit around looking for a “big opportunity for us”. There are too many people who try that, and they don’t end up solving problems.

We decided to tackle real problems within the industry. We talked at length with real advisers about their real pains and real struggles. Then we got to work to create a solution for automating marketing and business processes.

We built our technology for financial professionals who…

Are tired of risky expenses

Remarkably affordable
No long-term contracts
Month-to-month subscription
You can cancel anytime

Are short on time

Instant setup
Automated campaigns
Automated workflows
FINRA reviewed content

Want to keep the services they love

No need to switch websites
No need to switch email providers
CRM integration coming soon
More API integrations coming soon

Care about metrics & ROI

Overall results tracked in dashboard
Metrics per campaign
Metrics per contact
Metrics on an enterprise level

Are in different stages of growth

Solo advisers
Growing practice
Established practice
Enterprise

Want more freedom with marketing

Brand designs with your logo (in seconds!)
Edit content or leave as-is
100% custom options available
Pick marketing based on your goals