![]() Data-informed decision making drives each marketing campaign Snappy Kraken publicly releases an annual marketing research report highlighting the trends that they will use to better serve their members. Snappy Kraken is an award-winning marketing technology firm that provides marketing automation, online advertising, and bold, unique marketing campaigns for the financial services industry. "Our industry should continue to demand more of these bidirectional integrations that truly increase efficiencies and connections."įor more ways Snappy Kraken is helping advisors increase their efficiency and drive marketing strategy, tune in to the Jolt! On Demand channel featuring high-energy talks and panels from marketing experts from inside and outside the industry. "Advisors have seemingly unlimited technologies claiming to make their workflows more efficient but two-way integrations such as these with Redtail, Salesforce, and Wealthbox will save hours on communications," said Robert Sofia, Chief Executive Officer, Snappy Kraken. These bidirectional integrations with three top-tier financial services CRM providers solve that problem by ensuring data is updated in real-time, saving advisors from the needless pain of having to constantly double check and second guess the accuracy of their information. In the absence of data flowing freely in both directions, advisors are perpetually on the hunt for the most updated source of people’s addresses and other demographic information. ![]() ORMOND BEACH, Fla., September 08, 2022-( BUSINESS WIRE)- Snappy Kraken, the MarTech innovator serving financial services professionals, today announced it has initiated two-way data synchronization from three of the industry’s top customer relationship management (CRM) providers – Redtail Technology, Wealthbox and Salesforce– saving advisors considerable time and hassle by offering one accurate source of information at their fingertips. ![]() FlowFP and Meg Bartelt’s Custom Blog PhotographyĬheck Out the New Martech Cube Podcast.These efficient, true integrations create a single source of accurate information.Envestnet’s Intelligent Financial Life Campaign.Brittney Castro’s Financial Video Content.“As we want to continue to elevate our game, and that of the industry, we are excited to highlight the exceptional work of these industry trail blazers and showcase the content they have produced that inspired everyone on the panel.” “At Snappy Kraken, we are constantly challenging ourselves to become more creative and to test our boundaries to do that, we look to our peers and outside of the industry for inspiration, which is a huge part of what Jolt! is all about,” said Chief Executive Officer Robert Sofia. Recipients were selected by a committee made up of Snappy Kraken team members and industry thought leaders who have combed the industry for the best of the best. The awards are meant to elevate the quality of financial services marketing by highlighting stand out work that pushes the industry to continue to raise its standards. Snappy Kraken, the MarTech innovator serving financial services professionals, today announced the recipients of its Jolt! awards, which recognized 10 of the best marketing campaigns, branding or other public relations initiatives in the financial adviser, or adviser-tech space, at the firm’s inaugural Jolt! conference, held from May 4-6 at the Aria Resort in Las Vegas. Marketing Analytics, Performance & Attribution.iPaaS, Cloud/Data Integration & Tag Management. ![]() Business/Customer Intelligence & Data Science. ![]()
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