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

How Snappy Kraken helped automate marketing & grow their practice

Vertex Capital Advisors, an independent financial services firm, needed a better way to keep up with content creation for email marketing. Manager and Founding Partner Michael H. Baker was spending too much time developing FINRA-compliant, high-quality campaigns and was frustrated by the lack of strong turn-key marketing options for advisors.

Snappy Kraken provided a library of compliant, customizable financial services campaigns plus hands-on support from a success specialist. With Snappy Kraken’s marketing automation platform, Vertex Capital Advisors launched segmented campaigns and saw a new high net worth client from the first automated campaign, while cutting monthly content creation time by 90%—from about 10 hours to 1.

Vertex Capital Advisors

Michael H. Baker

Manager, Founding Member