Martech firm Snappy Kraken jumped into the enterprise market with the launch of Snappy Kraken Enterprise, a new growth and marketing platform designed for midmarket and enterprise firms including RIAs and broker-dealers, it said Wednesday.
The offering seeks to provide large firms with in-depth analytics and advanced marketing tools created to attract and retain top-performing advisors, scale growth strategies and execute compliant marketing campaigns efficiently, the firm said.
The new platform’s marketing and engagement tools include custom campaign automation capabilities, artificial intelligence (AI)-powered customization, application programming interface (API) integrations, and other features that Snappy Kraken intends to help advisors at large organizations create scalable marketing campaigns that drive measurable organic growth.
“Our enterprise offerings mark a significant milestone in our journey to become the core organic growth engine of the financial services industry,” said Robert Sofia, the firm’s Founder and CEO. “Snappy Kraken Enterprise delivers high-performing solutions that combine technology, data-rich insights and seamless integrations to help large organizations scale and optimize their growth strategies.”
Key Features
RIAs and BDs can register for a Snappy Kraken Enterprise webinar on Aug. 22 at 2 pm ET.
Snappy Kraken Enterprise features include access to pre-created and advanced custom campaign automation; AI-powered image and text editing for branding; mass publishing and campaign orchestration across advisor networks; analytics by advisor, cohort, channel and campaign; industry benchmarks; one-click actions on leads; lead scoring; and compliance management with admin access and user impersonation features.
The rollout of Snappy Kraken Enterprise follows the recent launch of the firm’s Marketing Hub, a tool that the firm said was developed to drive client engagement and organic growth for advisors. The Marketing Hub integrates content, communication and contact activity into a single interface. It features an Opportunity Feed, Marketing Calendar and Marketing Insights Dashboard.
Team Expansion
Snappy Kraken also expanded its team, with the goal of better supporting enterprise clients.
The firm added as Chief Revenue Officer DC Cashman, who held the same role at the B2B payments network Paystand; ex-Altruist engineering leader Michael Byram as Vice President of Engineering; and former Charles Schwab and Comply partnership lead Samuel Corrigan as Head of Channel Partnerships.
Jake Lazarus, who previously was Product Manager at Snappy Kraken and the founder of its automated text messaging tool Convos, was promoted to Enterprise Product Leader.
“Their expertise will be valuable as we accelerate our growth and presence in the enterprise market,” Sofia said. “By enhancing our technology capabilities and continuing to innovate, we can deliver even more value to the industry. Ultimately, this benefits advisors and their clients, as well as the enterprises that support them.”
Jeff Berman, Contributing Editor & Reporter at Wealth Solutions Report, can be reached at jberman@wealthsolutionsreport.com.
