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

Advisors Excel grows AUM from $20B to $40B with Snappy Kraken

Advisors Excel, a network of over 300 affiliated financial advisor firms, faced significant scaling challenges as it grew. They needed an enterprise-level system from Snappy Kraken to guarantee their advisors were actively engaging clients without risking compliance or brand dilution, as individual content creation had become a bottleneck.

By leveraging Snappy Kraken's enterprise marketing automation platform with multi-tier compliance workflows, Advisors Excel standardized marketing across its entire network. The solution deployed pre-approved campaigns simultaneously to hundreds of practices, which was a critical driver in scaling the network's assets under management from $20B to $40B over five years.

Advisors Excel