What You Need to Know
- Incedo is Skience’s first implementation partner for the new cloud-based wealth management platform SkienceONE for RIAs.
- Subscription-based advice platform Facet Wealth raised $100 million in Series C funding.
- Zoe added a new advisor to its Zoe Network advisor-client matching platform: Exencial Wealth Advisors.
Snappy Kraken is introducing three new marketing programs in 2022 that it said are designed to “significantly accelerate organic business growth.”
The new programs include a free series of live workshops, the first financial advisor marketing Jolt Conference, and a $1,000 advertising credit.
Snappy Kraken started offering free monthly, 90-minute interactive workshopping sessions with Robert Sofia, its CEO. The first session was held Wednesday, and there will be nine sessions in all, the company said. During the workshops, advisors and their internal marketing teams will be able to “hone their skills while putting their marketing ideas and theories into practice,” according to the firm.
Financial advisors and marketing professionals are “trying their best to stand out among their competition but we’re seeing a lot of [advisors] getting caught up in the minutiae of their campaigns rather than focusing on the real heart of the message they’re trying to get across,” according to Sofia.
“Our workshops will walk participants through a demonstration of the core principles that have fueled the growth of hundreds of Snappy Kraken advisors and will give our users that extra edge to get noticed,” he said in a statement.
The inaugural Jolt Conference will be held May 4-6 in Las Vegas. The three-day event will feature 21 sessions with successful marketers from within financial services, as well as leaders in marketing and creative services more broadly, including Adam Morgan, executive creative director at Adobe.
Advisors who join Snappy Kraken this month will receive a $1,000 credit toward advertising when they complete three basic marketing activities. The credit will help them get in front of “fresh prospects and equates to about 20 new introductions,” the company added.
Skience Partners With Incedo
Financial services and consulting provider Skience teamed with Incedo, a technology solutions firm for the wealth management industry, on the new, all-in-one, cloud-based wealth management platform SkienceONE for RIAs.
SkienceONE provides a turnkey, modern wealth management experience for RIA firms of all sizes, the companies said in a joint announcement on Tuesday.
The platform will increase deployment scalability and provide RIAs and their clients with an enhanced experience, according to the companies.
The app features out-of-the-box integrations with custodians and technology providers including Envestnet’s MoneyGuidePro and Morningstar.
Advisors also get access to Skience’s Advisor Transitions tool that includes a client onboarding and new account opening solution, a client portal, and Skience Safe, a Securities and Exchange Commission 17a-4 compliant repository.
Incedo is Skience’s first implementation partner and contributed its expertise in technology services from strategy to execution, while allowing SkienceONE to broaden its reach within the wealth management industry, the companies said.