Maximize Your Growth with Snappy Kraken
CAMPAIGNS
Marketing Automation for Financial Advisors
Foundations
Essentials for client communication
Monthly Price (Annual Term)
$199
Setup Fee
$199
Additional Advisor Workspaces
Additional Admin Seats
KEY FEATURES INCLUDE:
- Basic Content Library
- AI Email Builder
- Email + Phone Support
- Up to 10k Contacts
- Built-In Compliance
Grow
Growth-focused marketing tools
Monthly Price (Annual Term)
$299
Setup Fee
$499
Additional Advisor Workspaces
$99
Additional Advisor Workspaces
$99
EVERYTHING IN FOUNDATIONS, PLUS:
- Premium Content Library
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Up to 50k Contacts
- Premium Support & Priority Service
Freedom360
Complete done-for-you system
Monthly Price (Annual Term)
$899
Setup Fee
$499
Additional Advisor Workspaces
$699
Additional Admin Seats
$99
EVERYTHING IN GROW, PLUS:
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- Quarterly Business Review
- Up to 100k Contacts
- Dedicated 1-1 Success Manager
Compare Plans
Foundations
Grow
Freedom360
FEATURES
AI Email Builder
Integrations (See integrations)
Branding Automation
Lead Capture & Auto-Subscribe
Email Volume
20k monthly
80k monthly
Unlimited
Contact List Size
10k contacts
50k contacts
100k contacts
Text Messaging (Convos)
Integrated Lead Flow (segment and auto-trigger campaigns from website)
CAMPAIGNS CONTENT
Birthday Automations
Timely Updates
Newsletters
Lead Generation
Prospect Engagement
Events
Video
Market Updates
Partner Content
Custom Campaign Builder (DIY)
ONBOARDING & SUPPORT
Support Level
Basic: Email + Phone Support
Premium: Email + phone, 4-6 hour response, priority service
Concierge: 1-1 dedicated success manager
Dedicated Success Manager
Smart Growth Suite Strategy
Onboarding Support
COMPLIANCE
Profile Review
Campaign Review
Broker Dealer Configuration
CAMPAIGNS
Marketing Automation for Financial Advisors
Foundations
Essentials for client communication
Monthly Price (Annual Term)
$199
Setup Fee
$199
Additional Advisor Workspaces
Additional Admin Seats
KEY FEATURES INCLUDE:
- Basic Content Library
- AI Email Builder
- Email + Phone Support
- Up to 10k Contacts
- Built-In Compliance
Grow
Growth-focused marketing tools
Monthly Price (Annual Term)
$299
Setup Fee
$499
Additional Advisor Workspaces
$99
Additional Advisor Workspaces
$99
EVERYTHING IN FOUNDATIONS, PLUS:
- Premium Content Library
- Lead Capture + Auto-Subscribe
- Text Messaging (Convos)
- Up to 50k Contacts
- Premium Support & Priority Service
Freedom360
Complete done-for-you system
Monthly Price (Annual Term)
$899
Setup Fee
$499
Additional Advisor Workspaces
$699
Additional Admin Seats
$99
EVERYTHING IN GROW, PLUS:
- Done-for-you Marketing Strategy
- Done-for-you Marketing Implementation
- Quarterly Business Review
- Up to 100k Contacts
- Dedicated 1-1 Success Manager
Compare Plans
Foundations
Grow
Freedom360
FEATURES
AI Email Builder
Integrations (See integrations)
Branding Automation
Lead Capture & Auto-Subscribe
Email Volume
20k monthly
80k monthly
Unlimited
Contact List Size
10k contacts
50k contacts
100k contacts
Text Messaging (Convos)
Integrated Lead Flow (segment and auto-trigger campaigns from website)
CAMPAIGNS CONTENT
Birthday Automations
Timely Updates
Newsletters
Lead Generation
Prospect Engagement
Events
Video
Market Updates
Partner Content
Custom Campaign Builder (DIY)
ONBOARDING & SUPPORT
Support Level
Basic: Email + Phone Support
Premium: Email + phone, 4-6 hour response, priority service
Concierge: 1-1 dedicated success manager
Dedicated Success Manager
Smart Growth Suite Strategy
Onboarding Support
COMPLIANCE
Profile Review
Campaign Review
Broker Dealer Configuration
Interested In Multi-Advisor Features & Enterprise Solutions?
Snappy Kraken is exactly what was missing from my marketing campaigns. Anyone can repost financial articles from CNBC or Bloomberg. To stand out you need authentic & personalized content. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms.”
-Ari Baum
Discover If Snappy Kraken Is Right For Your Business
Book a 1:1 demo with our team today for a platform walkthrough