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How These Fintech Companies Have Become Indispensable
"In April, Snappy Kraken partnered with Hightower, a national wealth management firm, to launch a digital marketing platform. It produces custom content for advisors to reach clients and prospects. Hightower advisors can harness the new tech to generate leads, cultivate prospects, solidify their bond with existing clients and get more referrals."
Snappy Kraken Responds To Covid-19 With Price And Service Adjustments
"Effective immediately, the firm is waiving all setup fees for online advertising, whether subscribers are established clients or new to the service. The company is also offering the lowest price available to every member, and subscribers facing financial hardship will be eligible for a reduced rate upon request. Until further notice, Snappy Kraken will not be increasing its prices either."
Snappy Kraken Introduces 'Turnkey' Video Marketing Tool
"Personal Connection Video is what Snappy Kraken describes as a “turnkey system” which includes prepared scripts, a branded landing page to host the video, and emails coordinated with video content to promote messages to clients and prospects."
CEO Roundtable 2.0: Strategies for Remote Work
"Advisors must rethink this part of their sales strategy and come up with new ideas for selling remotely, Sofia warned. How can they deliver a similarly powerful sales pitch and impress their prospects that they are both qualified and trustworthy on a Zoom call? Snappy Kraken has always been a virtual company with no offices at all, so Sofia knows a thing or two about selling remotely."
WealthTech Winners Circle Podcast: Are You Automating These 5 Critical Growth Objectives Yet?
"Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete."
Hightower Launches Snappy Kraken–Powered Marketing Platform for Advisors
"Called Engage, Snappy Kraken provides to Hightower advisors curated digital marketing materials such as blog posts, email newsletters, guidebooks, infographics, videos and social posts. Advisors can choose content that fits their clientele or a segment of it based on generation, income, profession and stage of life."
Hightower Launches Marketing Platform for Advisors
"The platform, designed in partnership with marketing technology firm Snappy Kraken, gives Hightower advisors the ability to 'leverage custom content for client communication, digital marketing and lead generation, allowing busy advisors to focus on what they do best — serving their clients,' Hightower said."
TriplePlay: Creating a dynamic digital marketing plan
"Robert Sofia of Snappy Kraken illustrates three tips for how advisory firms can build a successful automated marketing strategy."
How advisor fintechs are adapting to the coronavirus crisis
"Robert Sofia, CEO of digital marketing firm Snappy Kraken, says it’s the responsibility of each vendor to prove its value and get advisors to stick around through eventual price increases. That’s why beyond pricing cuts, Snappy Kraken is introducing new services designed to help advisors through the crisis."
How Advisors Can Unlock Competitive Advantages While Stuck at Home
"For one thing, “video cannot be overstated” because it is an absolutely “invaluable” tool for advisors, especially now, Robert Sofia, CEO of Snappy Kraken, said Thursday during the webinar “CEO Roundtable: Leading Through Change,” which included CEOs from five fintech companies and Lori Hardwick, chair of Riskalyze."
Financial Planning’s 2020 list of the Best Fintechs to Work For
"#3 Snappy Kraken. Career development/training program: Employees receive an annual $1,000 education allowance to take classes, learn something new, follow a personal passion or further a skill. Employee recognition/appreciation program: The company keeps "dreamboards" — vision boards that visually capture each teammate's personal aspirations. Each year, the company commits to financially supporting an employee's dream."
Snappy Kraken Steals Market Share From Digital Content Marketing Competitors
"Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has been outpacing competitors both in percentage growth and customer satisfaction, according to the 2020 T3/Inside Information Advisor Software Survey published by financial services thought leaders Joel Bruckenstein and Bob Veres and co-sponsored by Morningstar."
A Trail of Broken Funnels
"Snappy Kraken...might be a better solution because they don’t just generate a list of prospect names but basically do much of the marketing on behalf of the advisors themselves... 'Advisors really need help with the whole process from end to end. It’s less marketing technology and more marketing outsourcing to a provider that happens to use their own good technology to execute the process.'”
Email Tops Social Media in Financial Advisor Digital Marketing Success
"Snappy Kraken analyzed 9.3 million data points from marketing campaigns launched on its platform to reach this conclusion for its State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study, released earlier this month. That’s 2.5 million emails, 14,299 digital campaigns, 808,561 contacts and 322,600 website pageviews."
'Stop Calling Content Marketing'
“Make everything about the client, and you'll get far better results,” [Robert Sofia] said. “Reflect the feelings that clients want to have about themselves.” Check out the full article from WealthManagement here: https://www.wealthmanagement.com/marketing/stop-calling-content-marketing
Wealthtech Weekly: Chalice, eMoney, Envestnet, Snappy Kraken And More
Snappy Kraken, a marketing technology 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, and Thad Langford, General Partner of Flyover Capital.
Snappy Kraken Adds Riskalyze CEO to Board
Advisor-focused marketing firm Snappy Kraken is adding three new members to its board of directors, according to an announcement. The executives added are Marty Bicknell, CEO and president of Mariner Wealth Advisors; Thad Langford, general partner at Flyover Capital; and Aaron Klein, CEO of Riskalyze.
Industry Stalwarts Join Snappy Kraken Board
Three new members with strong industry experience and accomplishments have been named to the board of directors of Snappy Kraken, a marketing technology firm that helps advisors automate their marketing and business processes.
Snappy Kraken Named WealthManagement.com 2019 Industry Awards Winner
A judging panel of industry luminaries selected Snappy Kraken as the winner in the category of "Social Media Leadership" (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.
'Shark Tank' for RIA fintech looking for new investments
In the first edition of the program, which some describe as a sort of "Shark Tank" for adviser fintech, the group backed white-label digital adviser InvestmentPOD and marketing automation firm Snappy Kraken. In August, ScratchWorks made an additional $3.5 million investment in Snappy Kraken.
Company Learns Lesson From Charging Too Little For Its Services
"Marketing messages and client communication will become more personalized and relevant through better use of data," said Snappy Kraken CEO, Robert Sofia, when asked about the future of financial technology.
New Funding to Help Snappy Kraken Expand Its Offerings, CEO Says
Advisor-focused marketing technology company Snappy Kraken received $3.5 million in funding as part of a seed round of investment in its marketing automation platform, it said Tuesday.
Snappy Kraken Success Attracts Additional Investment
The ScratchWorks investors' continued interest resulted in a subsequent $3.5 million seed round investment... "We're thrilled to support the Snappy Kraken team with our continued investment in their business," said Marty Bicknell, CEO and president of Mariner Wealth Advisors.
Snappy Kraken Named 'Best Overall Content Marketing Company' in 2019 MarTech Breakthrough Awards Program
"Snappy Kraken's dedication to making marketing fast, easy and automated for financial advisors is an impressive approach that is yielding impressive results," says James Johnson, Managing Director at MarTech Breakthrough
Snappy Kraken Named WealthManagement.com 2019 Industry Awards Finalist
Snappy Kraken was selected as a finalist in two Technology Providers categories: Chief Marketing Officer of the Year – Angel Gonzalez; and Social Media Leadership for Visual Insights Newsletter Campaigns.
Some Ways For Advisors To Reach Boomers? Social Media, Plus Golf And Wine
“The baby boomer market is massive; it’s in the 55- to 75-year-old range, with a large part of the generation in its 50s, or about 10 to 20 years to capitalize on their financial planning needs,’’ Sofia said.
The Truth about Digital Marketing
Let’s assume you have great content. You use it on your website and subscribe to a marketing service that automatically shares it via email and social media. In spite of that, your audience isn’t growing, but you feel obligated to continue because you know you need an online presence.
Snappy Kraken Earns Spot on List of 2019 Best Places to Work in Financial Technology
Florida-based MarTech firm continues to earn high praise from industry insiders and financial advisors adopting their omni-channel marketing system.
2019 Prediction: Advisors Wake Up To #1 Marketing Blunder
By and large, advisors finally understand the importance of having a comprehensive digital presence. Unfortunately, however, this has also yielded a crop of done-for-you website and social media solutions that publish the same content en masse for tens of thousands of advisors.
Digital Marketing: Getting Noticed
Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.
How advisors can up their digital game
When it comes to generating leads for prospects, old-fashioned referrals and seminars just won’t cut it anymore. “People are searching for advisors online and advisors have to get out of their comfort zone,” said Robert Sofia, CEO of digital marketing firm Snappy Kraken.
The Top Reason Your Online Marketing Isn’t Getting Results
Can you relate to this? You have a website. You have social media profiles. You subscribe to a marketing service that automatically emails and posts various types of content on your behalf. This service is supposedly taking care of all your online marketing for you.
The Worst Kind of Financial Advisor Marketing
In the context of financial advisor marketing, how many times have you been told that “content is king”? I often hear this from marketers and consultants who want advisors to purchase their content. But is it true? Is content really king?
The Biggest Lie Advisor Marketing Companies Sell
For a minute, put yourself in the place of a prospect. Imagine that you’re a 45-year-old executive with a bulging 401(k). You’ve managed to squirrel away seven figures for retirement, and you know you should hire a financial advisor but haven’t gotten around to it.
Start With a Risk Number, End With New Clients: Snappy Kraken
Snappy Kraken, the advisor-focused marketing technology company, announced a partnership that leverages prospective clients’ interest in finding their “risk number” created by Riskalyze’s assessment tool to help advisors get more clients.
Snappy Kraken Announces Automated Lead-Gen Campaign for Riskalyze Subscribers
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that they are unveiling a new automated marketing campaign which helps financial advisors connect with more prospective clients using the Risk Number assessment tool from Riskalyze.
Practice Makeover Ep 6: Become a Marketing Monster
The best compliment a professional can receive is a referral. Stephanie needs to use marketing to get her clients to become advocates. Robert Sofia is here to assist.
Snappy Kraken Named Winner, Social Media Leadership, Wealth Management Industry Awards
Judges recognize 59 companies for their outstanding support of financial advisor success from among 156 finalists.
Snappy Kraken Named Finalist in Social Media Leadership Category
A judging panel of industry luminaries selected Snappy Kraken as one of only two Finalists in the category of “Social Media Leadership” (Technology Providers) for their dedication to developing visually stunning content, affordable digital marketing campaigns and professional video production services for financial advisors.
Snappy Kraken Announces New Video Production Services to Enhance Marketing Outcomes for Financial Professionals
Advisors who add quality video content to their digital communications strategy see the results.
ScratchWorks Puts Focus on FinTech at Barron’s Top Independent Advisors Summit
ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition.
ScratchWorks Puts Focus on FinTech at Barron’s Top Independent Advisors Summit
ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition.
The Technophobic Advisor’s Guide to Picking the Right Tech
If you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
The latest in financial adviser #FinTech
Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
Snappy Kraken’s Sofia: Bringing marketing to the masses
What is Snappy Kraken? In a nutshell it is the most innovative marketing platform for advisers.
Snappy Kraken Announces New Marketing Program for Financial Advisors at the 2018 T3 Advisor Conference
Advisors Get 300 Percent More Exposure for 31 Percent of the Cost of Live Seminars with Online Advertising + Video + Marketing Automation
Predictive Analytics Deconstructed: A Super-Simple Recipe for Marketing Success
redictive analytics is the process of using software to predict likely business outcomes. Once the software user asks a specific question, predictive analytics sorts through past data to come up with an answer. This is done using techniques like data modeling, machine learning and AI.
The latest in financial adviser #FinTech
Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
How to better engage with clients and prospects
Many advisers struggle with their marketing plan. How can you create marketing that is both customizable and repeatable? Robert Sofia of Snappy Kraken offers some strategies for success.
Snappy Kraken Introduces Automated Marketing Campaign to Help Financial Advisers ‘Raise Prospects From the Grave’
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
Snappy Kraken Announces “Series A” Investor Funding, in Addition to New Hire
Press Release
There’s no need to ask for a referral anymore
Most advisors loathe asking for referrals, but with modern technology, they no longer have to ask clients to provide names.
The Marketing Metrics That Really Matter for Advisors
Advisors’ digital marketing efforts can be derailed by bad data
Your Marketing Plan Is Outdated — Here’s Why
Wealth Management 2017 Outlook
New Marketing System from Snappy Kraken Creates a Consistent “Wow” Experience for Financial Advisor’s Clients and Prospects
Ideas and tips from Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years.
Press Kit
Use these for press stories. You can get our complete brand assets by visiting style.snappykraken.com