Snappy Kraken

About Snappy Kraken

Snappy Kraken operates as a marketing technology firm specifically tailored for the financial services industry. The company, founded in 2016 by Robert Sofia, Angel Gonzalez, and Brad Deflin, aims to automate and streamline marketing efforts for financial advisers. Robert Sofia, serving as the CEO, brings a wealth of experience from his previous role as a co-founder of Platinum Advisor Strategies, which was later acquired. This background in adviser marketing directly informs Snappy Kraken's strategic direction.

The firm's business model is centered on a subscription-based service, providing financial advisers with a platform to engage prospects and clients through automated, multi-touch campaigns. These campaigns are designed to be compliant with industry regulations and are distributed across various channels, including email, social media, and websites. The core of their revenue generation is tied to these monthly or annual subscription fees, which offer access to a library of pre-built marketing content and automated workflows.

Snappy Kraken's platform delivers a suite of tools that includes lead generation campaigns, referral programs, and client-nurturing sequences. A key feature is its 'cold to gold' system, which is structured to guide potential clients through the entire journey from initial awareness to becoming a client. The content provided is often timely, relating to current events or financial news, which helps advisers position themselves as knowledgeable authorities. The service's primary benefit lies in its ability to save advisers time while enabling them to execute sophisticated marketing strategies that might otherwise require a dedicated team.