Snappy Kraken B2B Case Studies & Customer Successes

Snappy Kraken logo

Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors. (Ranked #1 in Customer Satisfaction in 2020 Morningstar/T3 Adviser Technology Survey). Deemed "The most innovative marketing platform for advisers"​ by Investment News, and recipient of the 2018 and 2019 Wealth Management Industry Awards for Social Media Leadership, Snappy Kraken helps financial advisers automate their digital marketing for growth and client engagement. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals. These goals include lead generation, prospect nurturing, referral generation, and more. Most importantly, Snappy Kraken's clients are granted exclusive rights to their own advertising territory to ensure they never end up running the same ad campaigns as their competition.

Case Studies

Showing 13 Snappy Kraken Customer Success Stories

search button

1.oak Financial nurtures 33,903 contacts with Snappy Kraken

1.oak Financial logo

Advisors Excel grows AUM from $20B to $40B with Snappy Kraken's marketing automation

Advisors Excel logo

AmeriFlex Financial Services saves 10-15 hours of marketing each month with Snappy Kraken

AmeriFlex® Financial Services logo

Antonio Lugo Financial wins a $1.5M client with Snappy Kraken

Antonio Lugo Financial logo

Len Martinez achieves scalable growth from dormant contacts with Snappy Kraken

Len Martinez logo

Mediate Financial Services achieves 40% email open rates with Snappy Kraken

Mediate Financial Services logo

Mike Acevedo Financial Planning adds $2 million in AUM with Snappy Kraken

Mike Acevedo Financial Planning logo

Mike Acevedo Financial Planning achieves $2M in AUM growth with Snappy Kraken

Mike Acevedo Financial Planning logo

Peristyle Private Wealth achieves $150,000+ in recurring revenue with Snappy Kraken

Peristyle Private Wealth logo

Sierra Ocean, LLC boosts appointment requests with Snappy Kraken

Sierra Ocean, LLC logo

StoneX Wealth Management achieves 200,000 emails and 25,000 clicks with Snappy Kraken

StoneX Wealth Management logo

Vertex Capital Advisors achieves 90% less content creation time and wins a new high net worth client with Snappy Kraken

Vertex Capital Advisors logo

Vertex Capital Advisors saves 90% of marketing time with Snappy Kraken

Vertex Capital Advisors logo

No matching case studies