Snappy Kraken Unveils End-to-End Lead Conversion for Financial Advisors; Appoints Cheryl Nash to Board

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the launch of its Smart Growth Suite, a complete system that automates lead conversion for enterprise firms, mid-market organizations and individual advisors. The Smart Growth Suite replaces fragmented tech stacks with a unified system for automated, targeted marketing and lead conversion.

As part of the suite, Snappy Kraken is introducing Dynamic Groups, a capability designed to help advisors automate segmentation and support personalized outreach to convert leads efficiently. With Dynamic Groups, advisors can segment contacts using attributes like age, gender, investable assets and more, enabling personalized messaging without manual work. Dynamic Groups helps advisors deliver timely, relevant messages to specific audiences—whether following up with referrals, re-engaging cold leads or reaching high-value clients.

“Individual advisors are constantly challenged to compete with larger firms that have more resources to invest in marketing technology,” said Robert Sofia, founder and CEO of Snappy Kraken. “Our Smart Growth Suite levels the playing field—equipping firms and advisors with intelligent automation, always-on segmentation and powerful analytics—all without the heavy lift. Dynamic Groups also puts real-time intelligence behind every campaign, eliminating static lists and busywork in prospecting. It’s segmentation that adapts as fast as advisors’ clients do.”

The Smart Growth Suite combines tools typically spread across CRMs, marketing automation platforms, content hubs and AI tools—offering a compliant, ready-to-use system that automates workflows across the lead-to-client lifecycle with powerful admin-level control for larger firms. Based on Snappy Kraken’s performance data, firms using the suite see a 20% to 340% increase in lead conversion rates, driven by automated lead generation sequences. In addition to the segmentation capabilities of Dynamic Groups, key features of the suite include:

• Automation: Automatically capture, enrich and route leads based on behavior and profile with AI-powered lead capture technology. Advisors can assign leads to targeted campaigns without manual effort, enabling them to focus on building clients and prospect relationships while the suite manages the core lead generation process.
• Content: Deliver multi-channel communications through web, email, text and video, designed to guide prospects through the path to become a client with consistent, personalized messaging.
• Insights: Gain visibility into campaign effectiveness with real-time reporting on performance, lead engagement and pipeline health—across individual advisors or an enterprise firm.
• Integrations: Activate integrations that automatically enrich lead data. Advisors can utilize integrations that deliver AI-powered insights to enrich prospect data, identify high-potential leads, assess financial capacity and launch personalized marketing campaigns.

In addition to the Smart Growth Suite, Snappy Kraken also announced the appointment of Cheryl Nash, President, APL of InvestCloud, as a board member. With more than 30 years of experience in wealth management and financial technology, Nash’s appointment will serve as an asset as Snappy Kraken continues to enhance its marketing technology solutions. Her appointment further strengthens Snappy Kraken’s focus on driving organic growth for enterprises and advisors, reinforcing its capabilities in lead capture, contact management and nurturing strategies.

“I’m honored to join the Snappy Kraken board and support a team that’s redefining how advisors connect with clients through technology,” said Nash. “For advisors focused on accelerating organic growth, Snappy Kraken’s innovative, tech-driven approach to personalized marketing can help deepen relationships and create lasting engagement.”

Snappy Kraken will announce Nash’s appointment and present the full lead conversion system at the Jolt! Conference, taking place June 9–11, 2025 in Nashville, Tennessee. Advisors and firm leaders will see the platform in action and gain insights on effective implementation.

To request a demo of the Smart Growth Suite, please visit snappykraken.com/growth-suite-demo. For more information on Snappy Kraken and its tailored solutions for both large enterprises and smaller RIAs, please visit snappykraken.com.

About Snappy Kraken

Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Each of these marketing campaigns is informed by rich data.

Snappy Kraken’s innovative approach has earned the company widespread recognition. In 2024, Snappy Kraken received the Wealth Management Industry Award (Wealthie) for Digital Campaign of the Year for its Behavior Gap Audience Builder, and in 2023, it won the Wealthie for Thought Leadership for the Jolt! Conference. The company was also awarded Financial Planning’s 2024 Innovation Awards for its AI-Powered Email Builder and, for four consecutive years, was named Best Overall Content Marketing Software by MarTech Breakthrough (2019-2023). In recent years, Snappy Kraken also ranked #8 and #3 on Financial Planning’s Best Fintechs to Work For lists.

To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions, and to use the new and enhanced tools recently announced, visit SnappyKraken.com.

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