Snappy Kraken Integrates With Redtail

Ready Access to Leading CRM System Facilitates Advisors' Automated Marketing Success

ORMOND BEACH, Fla. - March 21, 2019 - (

​​​​​​​​​​Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced its integration with Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms. 

“We know how important a CRM is to an advisor's marketing activity,” said Robert Sofia, founder and CEO of Snappy Kraken. “Partnering with Redtail made sense for us because of how trusted they are in the space. Our users will appreciate the ability to easily migrate their CRM data into our marketing campaigns.” 

The integration is simple to use: Advisors authenticate Redtail from their Snappy Kraken account profile to make the “connection.” Immediately, the option to import contacts and groups from Redtail is available from inside the Snappy Kraken interface. 

Access to this integration is included for all members on the Snappy Kraken platform. The firms are working together to strengthen the depth of the integration, with more advanced functionality planned for future rollouts. “Soon, we will enhance this integration with two-way syncing between both platforms which will allow advisors to see all client and prospect marketing activity from inside Redtail. After that, there will be even more exciting ways to use shared data for predictive marketing,” added Sofia. 

Earlier this year, the firm announced the launch of exclusive rights that prevent advisors in the same geographic area from using the same marketing content. Snappy Kraken members gain rights to their entire region, guaranteeing that their content marketing is unique to their market. Stunning and timely campaigns can be customized to more accurately reflect the advisor’s voice. All materials are FINRA reviewed.

Advisors using Snappy Kraken’s lead generation and marketing campaigns are seeing outstanding results, with average email open rates above 40 percent and lead conversion rates above nine percent, which is well above industry averages. While a Snappy Kraken subscription unlocks the ability to do targeted advertising campaigns online, there are “nurture programs” for existing clients, too.


Snappy Kraken is a leading provider of marketing automation, online advertising and bold, unique marketing for financial advisors. Each automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. These goals include lead generation, prospect nurturing, referral generation and more. All Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them set up, manage and optimize their use of the platform through monthly performance check-ins.

Snappy Kraken recently received the 2018 award for “Social Media Leadership – Technology Providers” from, the only awards program honoring outstanding achievement by companies and organizations that support financial advisor success.

In March 2018, Snappy Kraken secured an investment at the FinTech exhibition held at Barron’s Top Independent Advisor Summit. Investment decisions were made by a prestigious judging panel provided by ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry.

In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.

Snappy Kraken is led by industry veteran and advisor marketing consultant Robert Sofia. Learn more about Snappy Kraken at

Media Contact:      
​Leslie Swid​
​Impact Communications Inc.

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Original Source: Snappy Kraken Integrates With Redtail
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