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Marketing Technology
CIO Bulletin
12 Febuary, 2025
Snappy Kraken enhances its MarTech platform with AI-driven tools, for campaign management and insights for enterprises and financial advisors.
Snappy Kraken, which is a leader in marketing technology for financial services, announced two major updates to its platform aimed at streamlining marketing operations for both enterprises and individual advisors. These enhancements-The Enterprise Hub and a revamped Campaigns App-are designed to provide AI-driven campaign automation, insights, and operational control.
The Enterprise Hub, intended for mid-market and enterprise firms, includes RIAs and IMOs. It gives full visibility and control over an advisor's marketing activities, employing MarTech tools to provide AI-driven insights and predictive analytics to maximize campaign performance across externally large organizations. Other features include advisor activation tracking, scalable content management, compliance controls, and performance analytics. It gives enterprise-wide marketing campaign management in financial services firms while maintaining brand integrity and operational efficiency.
For the individual RIA, the Campaigns App streamlines campaign creation, management, and reporting. AI is involved in automating features like email scheduling so that advisors can focus on client service and organic growth. The app also comes with analysis of campaign performance listing out all the analytics possible, a contact management system that can be customized, and has integrations with certain popular CRM platforms.
"Snappy Kraken is revolutionizing advisor marketing," said Robert Sofia, CEO of Snappy Kraken. "Our AI-driven MarTech solutions enable enterprises and advisors to streamline their marketing efforts, improve efficiency, and drive scalable growth."
These platform updates reinforce Snappy Kraken's position as a leader in marketing technology by customizing solutions for financial services organizations to optimize their marketing strategies.