Organic growth and marketing platform offers mid-to-large RIAs, broker-dealers and IMOs advanced analytics and data-driven strategies for enhanced client engagement and measurable growth

Snappy Kraken Releases Snappy Kraken Enterprise, A Complete Growth and Marketing Platform for Enterprise and Mid-Market Financial Services Organizations

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Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the official rollout of Snappy Kraken Enterprise, a complete marketing technology solution tailored for mid-market and enterprise firms, including registered investment advisors (RIAs), broker-dealers and independent marketing organizations (IMOs). Snappy Kraken Enterprise supports complex operations at mid-to-large financial services organizations by offering a comprehensive platform that enhances organic growth and boosts client engagement. It provides in-depth analytics and advanced marketing tools to attract and retain top-performing advisors, scale growth strategies and execute compliant marketing campaigns efficiently.

“Our enterprise offerings mark a significant milestone in our journey to become the core organic growth engine of the financial services industry,” said Robert Sofia, founder and CEO of Snappy Kraken. “Snappy Kraken Enterprise delivers high-performing solutions that combine technology, data-rich insights and seamless integrations to help large organizations scale and optimize their growth strategies. By deepening our commitment to the enterprise segment, we are able to support more advisors, magnifying their impact on the industry and the clients they serve. Overall, this move reflects our dedication to raising the bar for the entire industry.”

Snappy Kraken Enterprise is built to scale, allowing large organizations to maintain brand consistency while empowering individual advisors with cutting-edge marketing and engagement tools. Financial companies can enhance advisor recruiting and retention by leveraging Snappy Kraken’s comprehensive enterprise solution, which provides data-backed insights on client and prospect engagement, along with differentiated marketing strategies. Additionally, Snappy Kraken Enterprise enables users to build and track automated marketing campaigns powered by custom integrations, AI-driven content creation tools and comprehensive performance reporting. It also streamlines administration and compliance processes, helping to ensure efficiency and regulatory adherence.

Building upon Snappy Kraken’s track record of success with smaller RIAs and existing enterprise customers, this expanded enterprise offering delivers added customization capabilities, advanced reporting and tools specifically designed for managing large networks of advisors. Key features include:

• Access to Pre-Created and Advanced Custom Campaign Automation: Omni-channel campaign capabilities with controlled triggers, timing and interest-based pathways.
• Customization and Branding Control: Enterprise-level content customization tools, including AI-powered image and text editing for tailored branding.
• Deep Integrations: An API-first platform enabling real-time, bi-directional integrations with existing enterprise systems, social media platforms and advisor-technology tools.
• Campaign Orchestration: Advanced features for mass publishing and campaign orchestration across extensive advisor networks to enhance efficiency and reach.
• Enterprise Reporting: Sophisticated analytics by advisor, cohort, channel and campaign to provide comprehensive insights into performance.
• Data Insights Layer: Access to industry benchmarks and actionable growth insights to identify opportunities for strategic improvement and optimize performance.
• Client Engagement Tools: Features like an opportunities feed that identifies active prospects and offers one-click actions on leads, along with advanced lead scoring.
• Compliance Management: A streamlined marketing distribution process that offers admin access and user impersonation features, allowing for mass creation and publication for advisors, along with robust compliance workflows that meet FINRA and SEC regulations.

In addition to unveiling Snappy Kraken Enterprise, the firm has appointed and promoted key employees to boost its presence in the enterprise market and tailor its products for large organizations. DC Cashman, enterprise SaaS veteran, has been appointed as chief revenue officer, where he is dedicated to elevating the performance of large organizations by developing and implementing effective solutions tailored for their specific needs. Michael Byram, formerly of Altruist, has been appointed vice president of engineering to increase scalability for enterprise clients by leading API solution development. Samuel Corrigan, who led partnerships at Charles Schwab and Comply, has been appointed head of channel partnerships and Jake Lazarus, SaaS and AI product innovator, has been promoted to enterprise product leader. All are tasked with meeting the demands of large financial services organizations, enhancing the platform’s breadth of features and expanding reach through strategic partnerships.

“We are thrilled to introduce these leaders to our enterprise clients,” added Sofia. “Their expertise will be valuable as we accelerate our growth and presence in the enterprise market. By enhancing our technology capabilities and continuing to innovate, we can deliver even more value to the industry. Ultimately, this benefits advisors and their clients, as well as the enterprises that support them. We remain committed to unlocking access to powerful, scalable and disruptive solutions–all backed by a leadership team with deep expertise in enterprise software and financial services.”

“Advisors on our platform have experienced unprecedented organic growth, even as the industry as a whole has stagnated,” remarked Angel Gonzalez, chief marketing officer at Snappy Kraken. “We’re thrilled to now scale and formalize our offerings for enterprise clients, helping advisors within large organizations achieve similar results. From advanced content creation tools to seamless system integrations, we are committed to ensuring they have everything they need to create high-impact, compliant marketing campaigns that resonate with their target audiences and drive measurable growth.”

The rollout of Snappy Kraken Enterprise follows the recent launch of Snappy Kraken’s Marketing Hub, a first-of-its-kind marketing intelligence tool designed to drive client engagement and organic growth. Snappy Kraken's software and suite of tools now cater to a diverse range of clients, from large enterprises to smaller firms, ensuring that every advisor can benefit from its innovative marketing technology.

RIAs, broker-dealers and IMOs interested in the new offering can register for the Snappy Kraken Enterprise webinar on August 22nd at 2:00pm ET. For more information on Snappy Kraken and its tailored solutions for both large enterprises and smaller RIAs, please visit snappykraken.com.

About Snappy Kraken

Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Data-informed decision-making drives each marketing campaign. Snappy Kraken received the 2023 Wealth Management Industry Award for its thought leadership; the prior year, the firm won in the category of Digital Marketing Campaign of the Year for its Blend Out campaign. In 2021, Snappy Kraken won the WMIA Social Media Leadership for Technology Providers award for its annual marketing research report, and the Marketing Automation for Technology Providers award for its “Cold to Gold Framework”. Recognized by Benzinga in three categories in 2020 as well as by MarTech Breakthrough as best overall content marketing software three years in a row, Snappy Kraken ranked number eight and number three respectively on the last two Financial Planning Best Fintechs to Work For lists.

To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions, and to use the new and enhanced tools recently announced, visit SnappyKraken.com.

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