

It ranked number three on the 2020 Financial Planning Best Fintechs to Work For list.
#SNAPPY KRAKEN SOFTWARE#
Recognized by Benzinga in three categories in 2020 as well as by MarTech Breakthrough as best overall content marketing software three years in a row. Data-informed decision making drives each marketing campaign Snappy Kraken publicly releases an annual marketing research report highlighting the trends that they will use to better serve their members. Snappy Kraken is an award-winning marketing technology firm that provides marketing automation, online advertising, and bold, unique marketing campaigns for the financial services industry. "Our industry should continue to demand more of these bidirectional integrations that truly increase efficiencies and connections."įor more ways Snappy Kraken is helping advisors increase their efficiency and drive marketing strategy, tune in to the Jolt! On Demand channel featuring high-energy talks and panels from marketing experts from inside and outside the industry. "Advisors have seemingly unlimited technologies claiming to make their workflows more efficient but two-way integrations such as these with Redtail, Salesforce, and Wealthbox will save hours on communications," said Robert Sofia, Chief Executive Officer, Snappy Kraken. These bidirectional integrations with three top-tier financial services CRM providers solve that problem by ensuring data is updated in real-time, saving advisors from the needless pain of having to constantly double check and second guess the accuracy of their information. In the absence of data flowing freely in both directions, advisors are perpetually on the hunt for the most updated source of people’s addresses and other demographic information.

ORMOND BEACH, Fla., September 08, 2022-( BUSINESS WIRE)- Snappy Kraken, the MarTech innovator serving financial services professionals, today announced it has initiated two-way data synchronization from three of the industry’s top customer relationship management (CRM) providers – Redtail Technology, Wealthbox and Salesforce– saving advisors considerable time and hassle by offering one accurate source of information at their fingertips. 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.These efficient, true integrations create a single source of accurate information Each automated campaign on the platform is focused on achieving specific and trackable goals that grow business. Led by Robert Sofia, CEO, Snappy Kraken provides marketing automation, online advertising, and marketing for financial professionals. The company intends to use the funds to open up new marketing channels, add new features, and integrate with other tools advisors already use. Snappy Kraken’s consistent drip of awesome content makes me look top notch with my followers Recently their Retirement Success campaign led me to a 1. In conjunction with the funding, Rick Kushel, General Partner at FINTOP Capital, will become a member of Snappy Kraken’s board of directors, joining Aaron Klein, CEO of Riskalyze, Marty Bicknell of 1248 Holdings / Mariner Wealth Advisors, and Thad Langford of Flyover Capital. The round was led by Fintop Capital, with participation from Flyover Capital and 1248 Holdings, both of which participated previously in a 2019 seed round. Snappy Kraken, an Ormond Beach, Fla.-based automated growth program for financial advisors, closed a $6m Series A financing.
