The challenge of fragmented data between CRM and marketing systems has long hindered growth and efficiency for financial advisors. Snappy Kraken addresses this core issue with the launch of its new real-time, bidirectional CRM integrations, a first-of-its-kind innovation in the advisor marketing space. This breakthrough makes Snappy Kraken the only platform that fully unifies CRM, marketing automation, and analytics into a single, synchronized ecosystem. The integration eliminates manual data imports, providing enterprises and advisors with a continuously updated view of client and prospect information to power compliant and accurate marketing efforts.
Quick Intel
Snappy Kraken launches the industry's first real-time, bidirectional CRM integration.
It fully unifies CRM, marketing automation, and analytics into one ecosystem.
The integration supports pre-built connections with Redtail, Salesforce, and Practifi.
It eliminates manual data entry, ensuring a single, up-to-date view of client data.
A new advisor-level AUM Pipeline Dashboard shows how marketing drives asset growth.
The solution creates a compliant, scalable, and AI-ready infrastructure for firms.
For wealth management firms, disconnected systems have traditionally led to slower growth, compliance risks, and outdated client data. Snappy Kraken's updated integration directly eliminates this friction by uniting the CRM and marketing automation into one connected system. This synergy improves overall data quality, enables timely follow-ups with clients and prospects, and allows for deep customization at both the firm and individual advisor level. The result is an infrastructure built for scalability and ready to leverage AI.
Building on its enterprise-level dashboard, Snappy Kraken is also introducing a new advisor-level view of the AUM Pipeline. This dashboard empowers individual advisors by showing them exactly how their marketing activities translate into tangible asset growth. By pulling data directly from the CRM, it visualizes how leads progress through each stage of the sales pipeline and displays the potential assets under management (AUM) associated with every opportunity, closing the loop between marketing spend and financial results.
This release represents a significant step toward a fully integrated technology stack for financial advisors. By enabling seamless, real-time data flow across marketing, CRM, and pipeline management, Snappy Kraken provides a modern growth stack that drives smarter marketing decisions, ensures stronger compliance, and delivers measurable, scalable growth for the entire organization.
Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Each of these marketing campaigns is informed by rich data.
Snappy Kraken’s innovative approach has earned the company widespread recognition. In 2024, Snappy Kraken received the Wealth Management Industry Award (Wealthie) for Digital Campaign of the Year and the ThinkAdvisor Luminaries award for Excellence in Marketing. The company was also awarded Financial Planning’s 2024 Innovation Award for its AI-Powered Email Builder and, for four consecutive years, was named Best Overall Content Marketing Software by MarTech Breakthrough (2019-2023). In recent years, Snappy Kraken also ranked #8 and #3 on Financial Planning’s Best Fintechs to Work For lists.
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