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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."

May 26, 2020

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."

May 1, 2020

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."

April 24, 2020

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."

April 22, 2020

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."

April 9, 2020

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."

April 8, 2020

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."

March 27, 2020

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."

March 5, 2020

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.'”

February 6, 2020

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."

January 30, 2020

'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

December 12, 2019

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.

October 28, 2019

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.

October 28, 2019

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.

September 18, 2019

'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.

September 4, 2019

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.

August 13, 2019

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.

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.

December 12, 2018

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.

December 4, 2018

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?

October 30, 2018

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.

October 30, 2018

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!

March 8, 2018

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!

November 9, 2017

Press Kit

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