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Snappy Kraken
Marketing system for advisors with AI-powered campaigns ('Snappy AI'), websites, content, automation and texting. ↗ snappykraken.com
Pricing
Websites $199/mo. Marketing automation $199–$299/mo. Texting $99/mo. Bundles $199, $299 and $899/mo on annual terms, plus setup fees of $199–$499.
Integrations
- Redtail
- Wealthbox
- Salesforce
- Black Diamond
- Practifi
- Zapier
- SS&C
Security & compliance claims
- SOC 2 Type 2
- Says it has FINRA- and SEC-ready approval workflows and archiving
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
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