Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, announced two platform enhancements designed to deliver AI-driven campaign automation and insights, streamline marketing activity and accelerate growth for both enterprises and individual advisors. Built for mid-market and enterprise firms, including registered investment advisors (RIAs), broker-dealers and independent marketing organizations (IMOs), the Enterprise Hub provides control over and visibility into their advisors’ marketing activities, leveraging AI-powered insights and analytics to optimize campaign management across large organizations. The refreshed Campaigns App, targeted toward individual advisors, streamlines campaign selection and creation while providing improved data analytics and reporting on campaign performance and contact activity.
Snappy Kraken Launches Enterprise Hub, an Enterprise Offering That Provides Organization-Wide Controls and Insights
Following the release of Snappy Kraken Enterprise, a comprehensive marketing technology solution specifically designed for enterprises, the new Enterprise Hub offers large financial services organizations complete flexibility, control and robust data analytics over their advisors’ marketing activities. It streamlines marketing operations, compliance and reporting to drive scalable growth across large firms.
Designed to meet the growing demand from medium to large advisory organizations for better visibility into advisor adoption, marketing performance and compliance management, the Enterprise Hub delivers key features tailored for firms with multiple advisors:
- Advisor Activation Tracking and Management: Accelerate advisor onboarding and adoption with streamlined processes.
- Scaled Campaign and Content Management: Efficiently manage teams, advisors and content libraries for campaign alignment at scale.
- Scalable Marketing Operations: Deploy personalized marketing campaigns across large networks while maintaining operational control and brand consistency.
- Compliance Controls and Workflows: Simplify regulatory compliance with streamlined campaign workflows for advisors and firms.
- Performance Analytics and AI-Driven Insights: Track advisor engagement and campaign performance to make informed decisions that drive firmwide growth.
- Platform Operations Management: Manage integrations and user access.
“Snappy Kraken’s Enterprise Hub is eliminating the chaos of managing fragmented, costly and inefficient tech stacks, introducing a seamless, all-in-one solution. Our seamless platform provides enterprises with simplified control and visibility into all their marketing activities,” Robert Sofia, founder and CEO of Snappy Kraken. “For the first time, firms can manage prospecting and marketing for hundreds or thousands of advisors across all channels, track performance with AI-driven insights and deliver highly personalized communications at scale. This is a breakthrough for firms struggling to balance meaningful client relationships with scalable marketing strategies, and we’re thrilled Snappy Kraken’s technology is leading the way in making it possible.”
Snappy Kraken Revamps Campaigns App to Streamline Marketing for Financial Advisors
The new Campaigns App allows advisors to launch personalized marketing campaigns with a single click, leverage AI-driven automation for tasks like email scheduling and content delivery and navigate the platform with minimal training. The app improves marketing speed and ease of use and control, allowing advisors to redirect their efforts from marketing logistics toward client service and the pursuit of organic growth. Key features of the app include:
- Dashboard: Provides both at-a-glance and detailed views of campaign performance and audience activity.
- Library: Offers access to campaign templates, with customizable sorting options such as release date, relevance, popularity and more.
- My Contacts: Enables comprehensive contact management with advanced segmentation and detailed reporting.
- My Campaigns: Enhances campaign creation and management with improved reporting features.
- Integrations: Ensures seamless connectivity with leading financial advisor tools and CRM platforms through an API-first platform.
With these features, the revamped Campaigns App is designed to simplify the path to engagement and organic growth, offering an all-in-one solution for the entire advisor marketing funnel. With several improvements to the app, advisors can leverage Snappy Kraken’s intuitive design and proven marketing strategies to execute campaigns more efficiently, gain data-driven insights and improve workflow flexibility.
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