Snappy Kraken has announced new developments within its marketing platform for financial advisors, including “bidirectional integration” that allows for real-time synchronization with popular client relationship management systems including Redtail Orion, Salesforce and Practifi.
This approach eliminates manual imports and gives enterprises and advisors a single, up-to-date view of client and prospect data. It also allows advisors to utilize a unified system for automated lead conversion, intelligent segmentation and personalized prospect engagement.
Snappy Kraken is also introducing a new advisor-level performance assessment tool that gives individual advisors the ability to see how their marketing efforts translate into asset growth. The dashboards pull data directly from CRM and other sources to show how leads progress through each stage of the pipeline, along with the potential AUM associated with each opportunity.
Robert Sofia, CEO of Snappy Kraken, said in a statement that the innovations are about creating “better client experiences that truly drive growth.”
“Advisors and firms don’t need more software. They need a modern growth stack that fully connects their CRM, marketing automation and analytics,” he said. “With our updated CRM integration, we’re reinforcing our mission to deliver enterprises and advisors unified marketing technology where every tool works in harmony to drive growth.”
Pictured: Robert Sofia
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