Snappy Kraken Unveils Marketing Hub to Help Advisors Focus Their Efforts On Activities That Drive The Most Organic Growth

New relationship and insight-first marketing solution takes guesswork out of financial advisor marketing, helps advisors achieve better outcomes from their marketing efforts

ORMOND BEACH, Fla.--()--Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced the launch of its groundbreaking new marketing intelligence tool: the Marketing Hub. This essential addition to the advisor’s marketing toolkit reduces complexity by integrating content, communication and contact activity into one intuitive interface. Further, it surfaces advisors' best opportunities to build relationships, book appointments and win new referrals, leading to better results.

“Advisors often struggle to determine which marketing strategies truly work. The Marketing Hub is designed to bridge this knowledge gap, enabling them to zero in on the most effective activities that will drive growth for their businesses,” said Robert Sofia, founder and CEO of Snappy Kraken. “Unlike other solutions that lump all marketing contacts and data together, obscuring which activities are performing best and which clients and prospects are most engaged, the Marketing Hub brings the most valuable opportunities to the surface. It also provides specific recommendations for which actions to take next.”

The Marketing Hub is the only solution in the marketplace that shows advisors exactly what to do to build stronger client relationships and drive maximum value. This innovative solution includes several essential features, including:

  • Opportunity Feed: Collects and prioritizes lead activity from a variety of sources, identifying the most engaged prospects with built-in lead scoring so advisors can capitalize on their best opportunities. This tool not only identifies active leads but also provides insights into their interests based on their interactions with content. This serves to ensure that every conversation advisors initiate is sufficiently informed, relevant and personal.
  • Marketing Calendar: Offers a comprehensive overview of all scheduled and published content across various channels, enabling advisors to effectively plan and organize their marketing efforts. With just a few clicks, advisors can schedule activities weeks or months in advance, gaining greater clarity and control. The calendar helps advisors to visualize marketing activities over time, spot potential gaps and make real-time adjustments as needed.
  • Marketing Insights Dashboard: Provides advisors a visual breakdown of which content types and channels are generating the highest engagement and conversion rates. It offers useful performance insights and analytics that spotlight growth trends and campaign effectiveness, guiding advisors to make informed decisions based on actual results.

The Marketing Hub is included as part of every product subscription offered by Snappy Kraken, ensuring that every financial advisor, regardless of their financial commitment, can unlock meaningful growth opportunities. This reinforces Snappy Kraken’s commitment to delivering consistency and value across its array of products.

“Advisors frequently feel overwhelmed by the sheer volume of marketing tasks and the array of tools at their disposal, which often leads to fragmented strategies that fail to drive growth,” added Angel Gonzalez, chief marketing officer at Snappy Kraken. “The Marketing Hub addresses this head-on, distilling complex activities into clear, actionable steps that improve engagement and campaign performance. Importantly, it also sheds light on which activities are working and why. We are confident this will drive tremendous value for the advisors we serve.”

Snappy Kraken’s recent State of Digital Report, an in-depth analysis of marketing trends in 2024, identified the common challenges advisors face when developing their marketing campaigns. The addition of the Marketing Hub represents a direct response to these challenges, consistent with the firm’s commitment to delivering a complete digital marketing system for financial advisors who care about meaningful connections. For more information, please visit

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. Data-informed decision-making drives each marketing campaign. Snappy Kraken received the 2023 Wealth Management Industry Award for its thought leadership; the prior year, the firm won in the category of Digital Marketing Campaign of the Year for its Blend Out campaign. In 2021, Snappy Kraken won the WMIA Social Media Leadership for Technology Providers award for its annual marketing research report, and the Marketing Automation for Technology Providers award for its “Cold to Gold Framework”. Recognized by Benzinga in three categories in 2020 as well as by MarTech Breakthrough as best overall content marketing software three years in a row, Snappy Kraken ranked number eight and number three respectively on the last two Financial Planning 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


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Justin Pirigyi