Snappy Kraken Upgrade Links Marketing to Asset Growth

Financial advisor marketing firm Snappy Kraken has upgraded its platform with new integrations, allowing for continuous synchronization with advisors' CRM systems, eliminating manual imports and providing 'a single, up-to-date view' of client and prospect data.

The upgrade also builds on the firm's recently released enterprise-level AUM Pipeline Dashboard, which connects marketing activity across the enterprise directly to assets under management (AUM). Individual advisors can now see how their marketing efforts translate into asset growth, with dashboards pulling data directly from CRM and other sources to show how leads progress through each stage of the pipeline.

Meanwhile Snappy Kraken's Smart Growth Suite, which brings together automated lead conversion, intelligent segmentation and personalized engagement, now functions as a self-updating growth ecosystem with real-time synchronization.

'Innovation only matters when it creates better client experiences and truly drives growth,' says CEO Robert Sofia. 'Advisors and firms don't need more software. They need a modern growth stack that fully connects their CRM, marketing automation and analytics. With our updated CRM integration, we're reinforcing our mission to deliver enterprises and advisors unified marketing technology where every tool works in harmony to drive growth.'

The firm is on the web at www.snappykraken.com .

All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated.