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Snappy Kraken is a digital platform designed to support financial advisors and wealth management professionals in their daily operations. The app offers a range of tools and features aimed at enhancing productivity and efficiency in client management and financial planning. It integrates advanced technology to streamline tasks, allowing advisors to focus on providing high-quality service to their clients.

Key features of Snappy Kraken include automation capabilities that help personalize client interactions, manage client goals, and track progress. The platform also provides tools for financial planning, enabling advisors to create tailored strategies and monitor client portfolios effectively. By leveraging these capabilities, financial advisors can improve their workflow, enhance client satisfaction, and grow their business more effectively.

Snappy Kraken's focus on automation and personalized client management aligns with broader trends in wealth management technology, where AI-driven solutions are increasingly used to automate manual processes and improve client engagement. By offering a comprehensive suite of tools for financial advisors, Snappy Kraken supports the integration of technology into wealth management practices, helping professionals stay competitive in a rapidly evolving industry.

Snappy Kraken is an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. Deemed "The most innovative marketing platform for advisors" by Investment News, and ranked as the "Best Overall Content Marketing Company" four years running. Their unified product offering includes personalized websites and branding, marketing campaigns that feature unique original content, text message marketing, via the intuitive Convos platform, and Freedom360, a “done-for-you" premium marketing solution that eliminates the need for advisors to single-handedly manage their entire marketing system. With Snappy Kraken, advisors are able to enhance their: - Service, by staying in front of their clients with consistent communication and educational content. - Expansion, by deepening relationships and building trust with their existing network while establishing a thought leadership platform. - Growth, by increasing traffic and conversions across their websites and entire marketing strategy—all while earning referrals and building new client relationships.

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Website: snappykraken.com

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Snappy Kraken

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