snappy

Snappy Kraken Reveals New Advisor Marketing Trends

9.3 million data points based on real digital marketing campaigns to be explained during live broadcast focused on business growth insights
Press Release – updated: Jan 8, 2020 09:35 EST

ORMOND BEACH, Fla., January 8, 2020 (Newswire.com) – Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year.
On Thursday, Jan. 16, at 4 p.m. EST / 1 p.m. PST, Snappy Kraken CEO Robert Sofia will host a webinar revealing key insights from the report. “We will share the scientific findings and objective analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019,” said Sofia. “The results of this first-of-its-kind report set the precedents and benchmarks for the advisor-specific digital marketing landscape in 2020.”​
Highlights of the report include: 
·   Types of content and subject matter that attract the most prospects and engage current clients·   Insights into why this content is effective·   Online traffic sources that produce the strongest results, and how to maximize ROI with minimal spend ·   What to expect from marketing efforts based on analytical marketing performance benchmarks ·   How to help move the needle, fast 

We will share the scientific findings and objective analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019. The results of this first-of-its-kind report set the precedents and benchmarks for the advisor-specific digital marketing landscape in 2020.

Robert Sofia, Co-founder & CEO
Snappy Kraken

Attendees will learn how the top 25 percent of advisors market differently and far more effectively than the average advisor. The insights can be applied directly to advisors’ existing or future marketing efforts to help generate more leads, nurture prospects, and generate referrals from marketing efforts.
Those who register will receive a free digital copy of the 31-page State of Digital Marketing Financial Adviser Online Marketing Report and Benchmarking Study.
To register for the live webinar and receive the free report, click here: www.stateofdigital.report.
Sofia will also present the report findings at the T3 Advisor Conference in San Diego, Feb. 17-20, 2020. His presentation, “Marketing Hacked – Data From 14,000 Advisor Campaigns That Proves What Works (and Doesn’t), is the Snappy Kraken General Session to be held on Tuesday, Feb. 18 at 2:45 p.m. Register for the T3 Conference here: www.TechnologyToolsForToday.com.
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. Snappy Kraken’s members are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage, and optimize their use of the platform through monthly performance check-ins.
Snappy Kraken recently was awarded the 2019 WealthManagement.com Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. It was also the 2018 WealthManagement.com awards winner in this same category. In addition, Snappy Kraken was recently named “Best Overall Content Marketing Company in 2019” by the MarTech Breakthrough Awards Program.
In August 2019, Snappy Kraken announced an additional round of funding after its successful pitch to the ScratchWorks FinTech accelerator founders during a live event at the invite-only Barron’s Top Independent Advisors Summit in 2018. ScratchWorks was founded by a group of top wealth management and investment firms to help discover and grow ideas in the FinTech space; it is sponsored by Fidelity Clearing & Custody Solutions, the University of Colorado (CU) Leeds School of Business, and Barron’s. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.
In November 2019, Snappy Kraken revealed its three-year Vivid Vision to stakeholders and employees who gathered for a multi-day company retreat and strategic planning session billed by Snappy Kraken CEO Robert Sofia, an industry veteran and advisor marketing leader, as “a new model for small-to-medium sized businesses.”
Snappy Kraken has been announcing and will continue to reveal a number of strategic partnerships and formal agreements with nationally known financial institutions that focus on meeting the needs of like-minded groups of financial advisors, insurance agents and registered representatives.
Learn more about Snappy Kraken at www.SnappyKraken.com.​​
​Media Contact:      Leslie Swid​​Impact Communications, Inc.LeslieSwid@ImpactCommunications.org
Source: Snappy Kraken

Snappy Kraken Reveals New Advisor Marketing Trends

9.3 million data points based on real digital marketing campaigns to be explained during live broadcast focused on business growth insights
Press Release – updated: Jan 8, 2020 09:35 EST

ORMOND BEACH, Fla., January 8, 2020 (Newswire.com) – Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year.
On Thursday, Jan. 16, at 4 p.m. EST / 1 p.m. PST, Snappy Kraken CEO Robert Sofia will host a webinar revealing key insights from the report. “We will share the scientific findings and objective analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019,” said Sofia. “The results of this first-of-its-kind report set the precedents and benchmarks for the advisor-specific digital marketing landscape in 2020.”​
Highlights of the report include: 
·   Types of content and subject matter that attract the most prospects and engage current clients·   Insights into why this content is effective·   Online traffic sources that produce the strongest results, and how to maximize ROI with minimal spend ·   What to expect from marketing efforts based on analytical marketing performance benchmarks ·   How to help move the needle, fast 

We will share the scientific findings and objective analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019. The results of this first-of-its-kind report set the precedents and benchmarks for the advisor-specific digital marketing landscape in 2020.

Robert Sofia, Co-founder & CEO
Snappy Kraken

Attendees will learn how the top 25 percent of advisors market differently and far more effectively than the average advisor. The insights can be applied directly to advisors’ existing or future marketing efforts to help generate more leads, nurture prospects, and generate referrals from marketing efforts.
Those who register will receive a free digital copy of the 31-page State of Digital Marketing Financial Adviser Online Marketing Report and Benchmarking Study.
To register for the live webinar and receive the free report, click here: www.stateofdigital.report.
Sofia will also present the report findings at the T3 Advisor Conference in San Diego, Feb. 17-20, 2020. His presentation, “Marketing Hacked – Data From 14,000 Advisor Campaigns That Proves What Works (and Doesn’t), is the Snappy Kraken General Session to be held on Tuesday, Feb. 18 at 2:45 p.m. Register for the T3 Conference here: www.TechnologyToolsForToday.com.
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. Snappy Kraken’s members are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage, and optimize their use of the platform through monthly performance check-ins.
Snappy Kraken recently was awarded the 2019 WealthManagement.com Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. It was also the 2018 WealthManagement.com awards winner in this same category. In addition, Snappy Kraken was recently named “Best Overall Content Marketing Company in 2019” by the MarTech Breakthrough Awards Program.
In August 2019, Snappy Kraken announced an additional round of funding after its successful pitch to the ScratchWorks FinTech accelerator founders during a live event at the invite-only Barron’s Top Independent Advisors Summit in 2018. ScratchWorks was founded by a group of top wealth management and investment firms to help discover and grow ideas in the FinTech space; it is sponsored by Fidelity Clearing & Custody Solutions, the University of Colorado (CU) Leeds School of Business, and Barron’s. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.
In November 2019, Snappy Kraken revealed its three-year Vivid Vision to stakeholders and employees who gathered for a multi-day company retreat and strategic planning session billed by Snappy Kraken CEO Robert Sofia, an industry veteran and advisor marketing leader, as “a new model for small-to-medium sized businesses.”
Snappy Kraken has been announcing and will continue to reveal a number of strategic partnerships and formal agreements with nationally known financial institutions that focus on meeting the needs of like-minded groups of financial advisors, insurance agents and registered representatives.
Learn more about Snappy Kraken at www.SnappyKraken.com.​​
​Media Contact:      Leslie Swid​​Impact Communications, Inc.LeslieSwid@ImpactCommunications.org
Source: Snappy Kraken

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors
Press Release – updated: Dec 5, 2019 08:00 EST

ORMOND BEACH, Fla., December 5, 2019 (Newswire.com) – Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs with comprehensive Unified Managed Account (UMA) solutions. The Sawtooth program includes 100% payouts for IARs, zero transaction fees at the custodian(s) and autopilot marketing.
MARKETING SUCCESS FEE A “NO-BRAINER”
Here’s how this particular program will work: The first 100 advisors who transition at least $10mm AUM to Sawtooth by March 31, 2020 will receive automated marketing support from Snappy Kraken with no upfront costs. Snappy Kraken will work with these advisors to help them automate five key aspects of their business including:
1. Lead Attraction2. Prospect Nurturing3. Client Engagement4. Referral Generation5. Workflow Automation
Advisors who join this program agree to pay Sawtooth a small “marketing success fee” from revenue generated on any new assets added to the platform as a result of Snappy Kraken’s marketing efforts.
“This is a no-brainer for forward-thinking advisors,” said. Sawtooth CEO Brad Pries, a 29-year industry veteran. “Our alliance with Snappy Kraken will be a huge opportunity for our advisors. It also enables Sawtooth to further enhance our technology platform, adding automated marketing to our trading, billing, and reporting solutions.”
Interested advisors should visit BetterRIA.com for more details.
NEW ENTERPRISE SOLUTION
This campaign with Sawtooth is one of the first initiatives of Snappy Kraken’s new enterprise solution. By offering both full white-label and hybrid-label partnerships, Snappy Kraken empowers enterprises with a range of benefits, including:
· Total marketing automation· Differentiation· Recruiting advantage· Enhanced sales capabilities· Increased advisor retention· Enterprise-level reporting· Fresh monthly campaigns· Turn-key launch support
“Advisors need affordable and effective marketing help to increase client engagement and productivity,” said Robert Sofia, CEO of Snappy Kraken. “In order to compete, enterprises know that they must provide robust solutions or risk losing their advisors to competitors. Most enterprises are forced to make massive capital and resource investments into in-house development, hiring and training, and providing platform maintenance and management. Partnering with Snappy Kraken gives these organizations a competitive edge, enabling them to offer their advisors a fully integrated, customized platform with all the benefits of an in-house solution, but for a fraction of the cost.”
Financial enterprises interested in their own marketing automation platform should visit SnappyKraken.com/Enterprise for more information.
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. Snappy Kraken’s members are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage, and optimize their use of the platform through monthly performance check-ins.

Advisors need affordable and effective marketing help to increase client engagement and productivity. In order to compete, enterprises know that they must provide robust solutions or risk losing their advisors to competitors. Partnering with Snappy Kraken gives these organizations a competitive edge, enabling them to offer their advisors a fully integrated, customized platform with all the benefits of an in-house solution, but for a fraction of the cost.

Robert Sofia, CEO
Snappy Kraken

Snappy Kraken has been announcing and will continue to reveal a number of strategic partnerships and formal agreements with nationally known financial institutions that focus on meeting the needs of like-minded groups of financial advisors, insurance agents and registered representatives.
Snappy Kraken recently was awarded the 2019 WealthManagement.com Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. It was also the 2018 winner in this same category. In addition, Snappy Kraken was recently was named “Best Overall Content Marketing Company in 2019” by the MarTech Breakthrough Awards Program.
In August 2019, Snappy Kraken announced an additional round of funding after its successful pitch to the ScratchWorks FinTech accelerator founders during a live event at the invite-only Barron’s Top Independent Advisors Summit in 2018. ScratchWorks was founded by a group of top wealth management and investment firms to help discover and grow ideas in the FinTech space; it is sponsored by Fidelity Clearing & Custody Solutions, the University of Colorado (CU) Leeds School of Business, and Barron’s. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.
In November 2019, Snappy Kraken will reveal its three-year Vivid Vision to stakeholders and employees who will be gathering for a multi-day company retreat and strategic planning session being billed by Snappy Kraken CEO Robert Sofia as “a new model for small-to-medium sized businesses.”
Snappy Kraken is led by industry veteran and advisor marketing leader Robert Sofia. Learn more about Snappy Kraken at: www.SnappyKraken.com.
ABOUT SAWTOOTH
Sawtooth Solutions is a flexible, comprehensive UMA (Unified Managed Accounts) platform built to fit the unique needs of every advisory firm. With platform assets in excess of $13 Billion, the firm is dedicated to providing high-level investment solutions and an all-inclusive technology platform to enable advisor’s success. Sawtooth began as a Registered Investment Adviser (RIA) and has lived firsthand through the same experiences facing advisory firms, the company was built to help advisors navigate the wealth management landscape and build successful, scalable practices. Sawtooth has strong partnerships across multiple custodians, investment managers and industry-leading technology providers, and has continually grown its offering to meet the ever-changing and individual needs of modern advisors.
Sawtooth Solutions is a Registered Investment Advisor with the SEC
To learn more about Sawtooth, visit www.sawtootham.com and follow Sawtooth on social media.
Media Contact:​Leslie Swid​Impact CommunicationsLeslieSwid@impactcommunications.org
Source: Snappy Kraken

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors
Press Release – updated: Dec 5, 2019 08:00 EST

ORMOND BEACH, Fla., December 5, 2019 (Newswire.com) – Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs with comprehensive Unified Managed Account (UMA) solutions. The Sawtooth program includes 100% payouts for IARs, zero transaction fees at the custodian(s) and autopilot marketing.
MARKETING SUCCESS FEE A “NO-BRAINER”
Here’s how this particular program will work: The first 100 advisors who transition at least $10mm AUM to Sawtooth by March 31, 2020 will receive automated marketing support from Snappy Kraken with no upfront costs. Snappy Kraken will work with these advisors to help them automate five key aspects of their business including:
1. Lead Attraction2. Prospect Nurturing3. Client Engagement4. Referral Generation5. Workflow Automation
Advisors who join this program agree to pay Sawtooth a small “marketing success fee” from revenue generated on any new assets added to the platform as a result of Snappy Kraken’s marketing efforts.
“This is a no-brainer for forward-thinking advisors,” said. Sawtooth CEO Brad Pries, a 29-year industry veteran. “Our alliance with Snappy Kraken will be a huge opportunity for our advisors. It also enables Sawtooth to further enhance our technology platform, adding automated marketing to our trading, billing, and reporting solutions.”
Interested advisors should visit BetterRIA.com for more details.
NEW ENTERPRISE SOLUTION
This campaign with Sawtooth is one of the first initiatives of Snappy Kraken’s new enterprise solution. By offering both full white-label and hybrid-label partnerships, Snappy Kraken empowers enterprises with a range of benefits, including:
· Total marketing automation· Differentiation· Recruiting advantage· Enhanced sales capabilities· Increased advisor retention· Enterprise-level reporting· Fresh monthly campaigns· Turn-key launch support
“Advisors need affordable and effective marketing help to increase client engagement and productivity,” said Robert Sofia, CEO of Snappy Kraken. “In order to compete, enterprises know that they must provide robust solutions or risk losing their advisors to competitors. Most enterprises are forced to make massive capital and resource investments into in-house development, hiring and training, and providing platform maintenance and management. Partnering with Snappy Kraken gives these organizations a competitive edge, enabling them to offer their advisors a fully integrated, customized platform with all the benefits of an in-house solution, but for a fraction of the cost.”
Financial enterprises interested in their own marketing automation platform should visit SnappyKraken.com/Enterprise for more information.
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. Snappy Kraken’s members are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage, and optimize their use of the platform through monthly performance check-ins.

Advisors need affordable and effective marketing help to increase client engagement and productivity. In order to compete, enterprises know that they must provide robust solutions or risk losing their advisors to competitors. Partnering with Snappy Kraken gives these organizations a competitive edge, enabling them to offer their advisors a fully integrated, customized platform with all the benefits of an in-house solution, but for a fraction of the cost.

Robert Sofia, CEO
Snappy Kraken

Snappy Kraken has been announcing and will continue to reveal a number of strategic partnerships and formal agreements with nationally known financial institutions that focus on meeting the needs of like-minded groups of financial advisors, insurance agents and registered representatives.
Snappy Kraken recently was awarded the 2019 WealthManagement.com Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. It was also the 2018 winner in this same category. In addition, Snappy Kraken was recently was named “Best Overall Content Marketing Company in 2019” by the MarTech Breakthrough Awards Program.
In August 2019, Snappy Kraken announced an additional round of funding after its successful pitch to the ScratchWorks FinTech accelerator founders during a live event at the invite-only Barron’s Top Independent Advisors Summit in 2018. ScratchWorks was founded by a group of top wealth management and investment firms to help discover and grow ideas in the FinTech space; it is sponsored by Fidelity Clearing & Custody Solutions, the University of Colorado (CU) Leeds School of Business, and Barron’s. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.
In November 2019, Snappy Kraken will reveal its three-year Vivid Vision to stakeholders and employees who will be gathering for a multi-day company retreat and strategic planning session being billed by Snappy Kraken CEO Robert Sofia as “a new model for small-to-medium sized businesses.”
Snappy Kraken is led by industry veteran and advisor marketing leader Robert Sofia. Learn more about Snappy Kraken at: www.SnappyKraken.com.
ABOUT SAWTOOTH
Sawtooth Solutions is a flexible, comprehensive UMA (Unified Managed Accounts) platform built to fit the unique needs of every advisory firm. With platform assets in excess of $13 Billion, the firm is dedicated to providing high-level investment solutions and an all-inclusive technology platform to enable advisor’s success. Sawtooth began as a Registered Investment Adviser (RIA) and has lived firsthand through the same experiences facing advisory firms, the company was built to help advisors navigate the wealth management landscape and build successful, scalable practices. Sawtooth has strong partnerships across multiple custodians, investment managers and industry-leading technology providers, and has continually grown its offering to meet the ever-changing and individual needs of modern advisors.
Sawtooth Solutions is a Registered Investment Advisor with the SEC
To learn more about Sawtooth, visit www.sawtootham.com and follow Sawtooth on social media.
Media Contact:​Leslie Swid​Impact CommunicationsLeslieSwid@impactcommunications.org
Source: Snappy Kraken

Snappy Kraken Names Riskalyze, Mariner Wealth Executives to Board of Directors

Three new board members will bring high-level business experience and fresh perspectives to award-winning marketing solution for financial advisory firms.
Press Release – updated: Oct 28, 2019 12:00 EDT

ORMOND BEACH, Fla., October 28, 2019 (Newswire.com) – ​​​​​​​​​​​Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members:
·      Marty Bicknell, CEO and President of Mariner Wealth Advisors·      Aaron Klein, CEO of Riskalyze​·      Thad Langford, General Partner of Flyover Capital
Both Bicknell and Flyover Capital participated in several rounds of funding for Snappy Kraken, including the seed round awarded by Scratchworks.

We are both thrilled and honored that these outstanding leaders have agreed to join the Snappy Kraken board. Their complimentary perspectives and breadth of experiences in growing wealth management and fintech companies will give us an enormous advantage.

Robert Sofia, CEO
Snappy Kraken

“We are both thrilled and honored that these outstanding leaders have agreed to join the Snappy Kraken board,” said CEO Robert Sofia. “Their complimentary perspectives and breadth of experiences in growing wealth management and fintech companies will give us an enormous advantage.”
MARTY BICKNELL BRINGS WEALTH ADVISOR & FINANCIAL INSTITUTIONS’ PERSPECTIVE
Marty Bicknell, along with seven others, founded Mariner Wealth Advisors in 2006 with a goal of keeping the client at the center of all they do. A recognized leader in the field of financial problem-solving for companies and their executives, Bicknell has been a valuable resource for other successful entrepreneurs. He serves on the board of directors for multiple organizations, including the KU Advancement Board for the University of Kansas Medical Center, the MRI Global Board of Trustees, and the Civic Council of Greater Kansas City. A member of the Young Presidents Organization (YPO), he also supports several organizations through sponsorship and committee participation, including the Juvenile Diabetes Research Foundation (JDRF), KU Med Cancer Care, Youth Entrepreneurs, Global Orphan, Big Brothers Big Sisters of Kansas City, the Nelson-Atkins Museum of Art, and Marillac.
“Snappy Kraken has done an outstanding job of addressing the marketing needs of financial advisors and helping them deepen their engagement with both current and prospective clients,” said Bicknell. “The entire team has a passion for the business that has enabled the company to achieve award-winning innovation. I’m excited to be part of the next stage of strategic development.”
AARON KLEIN BRINGS FINTECH KNOWLEDGE & EXECUTIVE EXPERIENCE
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and created the world’s first Risk Alignment Platform to empower anyone to be a fearless investor. Named twice by Fast Company Magazine as one of the world’s ten most innovative companies in finance, Riskalyze serves tens of thousands of financial advisors managing hundreds of billions in client assets. Klein also serves on the board of the Invest in Others Charitable Foundation and is the co-founder and board member of Hope Takes Root which serves orphans and at-risk children in Ethiopia.
“Advisors have historically struggled to be successful marketers, and I’ve been deeply impressed with Robert’s vision for transforming how they can increase the reach of their advice,” said Klein. “I’ve spent nearly the last decade of my career helping equip advisors to grow and succeed, and I look forward to doing my part to help Snappy Kraken build on its early success.”
THAD LANGFORD BRINGS SMART-GROWTH INSIGHTS & CAPITAL VIEW
Thad Langford, who began his career in both Fortune 500 and early-stage environments, is one of the founding partners at Flyover Capital. Before Flyover, he was President and CEO of Zave Networks (acquired by Google), a venture-backed digital advertising tech company. Prior to that, he spent eight years at Sprint leading several businesses during the formative years of mobile data and wireless wholesale services. A co-founder of software company BlackOps Development, Langford also serves on the boards of several rapidly developing companies.
“Robert Sofia and his team have changed the game in marketing for financial advisory firms,” said Langford. “They are innovative and nimble, and uniquely positioned to be one of the technology success stories located outside of the traditional tech hubs.”
ABOUT SNAPPY KRAKEN
Snappy Kraken provides marketing automation, online advertising, and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. Snappy Kraken’s members are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage, and optimize their use of the platform through monthly performance check-ins.
Snappy Kraken has been announcing and will continue to reveal a number of strategic partnerships and formal agreements with nationally known financial institutions that focus on meeting the needs of like-minded groups of financial advisors, insurance agents and registered representatives.
Snappy Kraken recently was awarded the 2019 WealthManagement.com Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. It was also the 2018 winner in this same category. In addition, Snappy Kraken was recently was named “Best Overall Content Marketing Company” in 2019 by the MarTech Breakthrough Awards Program.​
In August 2019, Snappy Kraken announced an additional round of funding after its successful pitch to the ScratchWorks FinTech accelerator founders during a live event at the invite-only Barron’s Top Independent Advisors Summit in 2018. ScratchWorks was founded by a group of top wealth management and investment firms to help discover and grow ideas in the FinTech space; it is sponsored by Fidelity Clearing & Custody Solutions, the University of Colorado (CU) Leeds School of Business, and Barron’s. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.
In November 2019, Snappy Kraken will reveal its three-year Vivid Vision to stakeholders and employees who will be gathering for a multi-day company retreat and strategic planning session being billed by Snappy Kraken CEO Robert Sofia as “a new model for small- to medium-sized businesses.”
Snappy Kraken is led by industry veteran and advisor marketing leader Robert Sofia. Learn more about Snappy Kraken at: www.SnappyKraken.com.​
Media Contact:Leslie Swid​​Impact Communications913-649-5009LeslieSwid@impactcommunications.org
Source: Snappy Kraken