at Financial Technnology Year
Please contact them if you have any questions.
Snappy Kraken from Snappy Kraken
Automated marketing platform created exclusively for financial advisors with ready-to-use campaigns, automated lead nurturing, and ROI tracking. Features compliance-friendly content, multi-channel campaigns, and personalized prospect experiences.
Product analysis by function
Marketing Automation Systems for Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems
More Business Development and Marketing ...
Lead Management
(10 Yes /10 Known /11 Possible features)
|
Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
Snappy Kraken advertises customizable lead capture forms as part of its lead generation campaigns and landing pages. | |
|
Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
Lead scoring features mentioned in the product's marketing automation and follow-up workflow descriptions. | |
|
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
Website and user guides reference segmenting leads for targeted campaigns. | |
|
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
Automated lead assignment supported as part of built-in workflow automations for prospect follow-up. | |
|
Duplicate Detection Identifies and manages duplicate lead entries. |
Duplicate detection is supported to improve efficiency of outbound campaigns and CRM sync. | |
|
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
Lead enrichment is mentioned as part of dynamic data capture and customizable fields. | |
|
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
Bulk import/export of leads is stated available via CSV and Excel integrations. | |
|
Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
|
Real-Time Lead Notifications Instant alerts when new leads are captured. |
Real-time notifications are listed as part of the marketing automation alert system. | |
|
Lead Source Tracking Tracks where and how a lead originated. |
Lead source tracking is available, with reporting on campaign efficacy and marketing attribution. | |
|
Custom Lead Fields Ability to define custom data fields for unique attributes. |
Supports custom lead data fields as indicated in product documentation and onboarding flows. |
Campaign Management
(11 Yes /11 Known /12 Possible features)
|
Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Multi-channel campaign support for email, social media, and SMS is a primary feature described. | |
|
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
Personalization/tokenization is a highlighted selling point; campaigns use dynamic merge fields. | |
|
Template Library Ready-made templates for common campaign types. |
Campaign and email templates included in an extensive template library. | |
|
A/B Testing Ability to test multiple variations of campaign elements. |
A/B testing tools are described as a component of campaign performance optimization. | |
|
Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Allows scheduling campaigns in advance, which is referenced in feature set. | |
|
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
Drip automation (i.e., sequenced campaigns) is available. | |
|
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
Event-based triggers referenced in behavioral automation campaign language. | |
|
Contact List Management Organize and maintain campaign recipient lists. |
List management for campaigns is available through built-in recipient tools. | |
|
Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Campaign performance analytics—open, click, conversion rates—provided in dashboard. | |
|
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe and list hygiene tools are included for compliance and deliverability management. | |
|
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
|
Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
Approval workflows are available for compliance review of content before campaign launch. |
Email Marketing
(6 Yes /6 Known /10 Possible features)
|
Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Snappy Kraken includes a visual email editor, as described in email creation tools. | |
|
Responsive Email Design Templates and previews optimized for mobile and desktop. |
Responsive design for both desktop and mobile is referenced for all email templates. | |
|
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
Deliverability optimization tools are mentioned, including spam and compliance checks. | |
|
Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Bounce management is automated for handling invalid addresses and maintaining sender reputation. | |
|
Open/Click Tracking Monitor who opens or clicks emails. |
Open and click tracking available for all email campaigns. | |
|
Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
No information available | |
|
SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
No information available | |
|
Dynamic Content Blocks Conditional display of email sections based on user data. |
No information available | |
|
Send Time Optimization Automatic selection of optimal send times for highest engagement. |
No information available | |
|
Email Previews Preview how email appears across devices and clients. |
Marketing materials and support documents highlight device previews for emails. |
Workflow & Automation
(7 Yes /7 Known /9 Possible features)
|
Workflow Builder Visual design tool to create and modify automations and sequences. |
Workflow builder is indicated in descriptions of automation and campaign design tools. | |
|
Conditional Logic Branch automations based on user actions, profile data, or events. |
Conditional logic (branching flows) used within automated marketing sequences. | |
|
Task Assignment Automatically assigns follow-ups or next actions to team members. |
Tasks and follow-ups can be automatically assigned in workflows. | |
|
Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
System supports internal notifications for sales and marketing updates. | |
|
External Triggers Initiate automations based on events in other apps (via integration). |
External triggers are possible via integrations (e.g., Zapier, CRM integration). | |
|
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
Delay and wait steps available in workflow builder documentation. | |
|
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
Templates for common workflows such as drip campaigns/onboarding included. | |
|
Error Handling Options to manage failures in automations (e.g., fallback steps). |
No information available | |
|
Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
No information available |
Integration Capabilities
(6 Yes /6 Known /8 Possible features)
|
CRM Integration Native or API connections to customer relationship management platforms. |
Direct integrations with major CRMs (Redtail, Wealthbox, Salesforce) are heavily promoted. | |
|
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
Calendar integration supported, referenced in workflow and scheduling features. | |
|
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
No information available | |
|
Contact Synchronization Two-way sync with contact books or directories. |
Contact synchronization available with CRM/platform connectors. | |
|
API Availability Public or partner APIs to support customization and other integrations. |
APIs are available as stated in the integration documentation. | |
|
Webhooks Real-time event-driven integrations with external systems. |
Webhooks supported for real-time integrations. | |
|
Zapier/Connector Support Works with integration platforms for non-technical automation. |
Zapier and other connector integrations documented. | |
|
Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
Compliance & Security
(8 Yes /8 Known /9 Possible features)
|
FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
FINRA/SEC/GDPR compliance tools promoted as a differentiating factor—archiving, opt-out, and approval workflow. | |
|
Role-Based Access Controls Granular controls for user access to features and data. |
Role-based access controls mentioned in security and user settings documentation. | |
|
Audit Trail Comprehensive log of all changes and user actions. |
Audit trails available for compliance tracking. | |
|
Data Encryption Encryption in transit and at rest for all sensitive data. |
Data encryption (in transit and at rest) is referenced in security statements. | |
|
User Authentication Multi-factor authentication and secure login options. |
Multi-factor authentication and secure login provided per documentation. | |
|
Data Retention Policies Controls over how long data is stored or archived. |
Data retention policy management provided for compliance use cases. | |
|
Secure Data Export Options for encrypted download of client or marketing data. |
Secure data export, including encrypted formats, is referenced. | |
|
Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management/opt-in tracking is listed as a tool for compliance and privacy. | |
|
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /9 Possible features)
|
Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
User-defined dashboards and widgets available. | |
|
Real-Time Analytics Live reporting on activities, leads, and campaigns. |
Real-time analytics/dashboards are a stated feature. | |
|
Attribution Reporting Tracks which touchpoints drive conversions. |
Attribution reporting is included in marketing performance analytics. | |
|
Funnel Analysis Visualizes where leads drop off and progress through stages. |
Funnel analysis—lead progression visualizations—present in lead management dashboards. | |
|
ROI Calculation Shows financial return for each campaign and channel. |
ROI calculation is a highlighted part of the reporting system. | |
|
Scheduled Report Delivery Automated distribution of reports to stakeholders. |
Scheduled report delivery via email is available. | |
|
Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Export of reports in PDF, CSV and Excel is supported. | |
|
Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
Ad hoc/custom reporting features are included. | |
|
Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(5 Yes /5 Known /7 Possible features)
|
Interaction History Chronological log of all communications and meetings. |
Interaction (touchpoint) history maintained for all tracked prospects. | |
|
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Website activity of leads tracked if tracking code installed. | |
|
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event attendance tracking for webinars and seminars is a cited feature. | |
|
Survey/Feedback Tools Collects client satisfaction or NPS scores. |
Survey/feedback collection tools included in campaign options. | |
|
Document Engagement Analytics Tracks when client-facing documents are opened or read. |
No information available | |
|
Communication Frequency Analytics Monitors how often clients are contacted. |
Communication frequency analytics available in engagement reports. | |
|
Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(6 Yes /6 Known /7 Possible features)
|
Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Content library for marketing collateral and templates included. | |
|
Version Control Tracks changes and access to documents over time. |
Version control for marketing pieces enabled in library. | |
|
Approval Workflows Content must be reviewed/approved before use. |
Approval workflows for content are provided for compliance. | |
|
Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
Search and tagging of content available in asset library. | |
|
Personalized Content Distribution Delivers specific content to target segments or individuals. |
Personalized content distribution supported via segmentation and automation. | |
|
Integration with Client Portals Ability to publish or share content directly to portals. |
No information available | |
|
Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Content expiry and archival settings available in management tools. |
User Experience & Accessibility
(4 Yes /4 Known /7 Possible features)
|
Mobile App Availability Is there a native mobile application for advisers and/or clients? |
No information available | |
|
Browser Compatibility Works on all major browsers without loss of functionality. |
Designed for major browser compatibility. | |
|
Customizable User Interface Users can adapt layout, dashboards, and key settings. |
User interface customization (dashboards, layout) available. | |
|
Accessibility Compliance Supports standards for screen readers and accessible navigation. |
No information available | |
|
Multi-Language Support User interface and communications available in various languages. |
Multi-language email campaigns possible; UI multi-language support limited but present. | |
|
User Training Resources Guides, videos, or embedded help for staff onboarding. |
Training resources such as videos, guides, and live onboarding are promoted. | |
|
System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(3 Yes /3 Known /7 Possible features)
|
Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
|
Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Bulk data handling established for campaign launches and lead imports/exports. | |
|
Cloud Hosting Is the platform hosted in a scalable cloud environment? |
Snappy Kraken is hosted in a secure cloud environment. | |
|
Performance SLAs Documented guarantees on speed and reliability. |
No information available | |
|
Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
Cloud infrastructure auto-scales for busy periods according to support statements. | |
|
Data Storage Limit Maximum size of data that can be stored. |
No information available | |
|
API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.