The individualized report is generated after a 28-question survey reveals specific marketing insights.

Snappy Kraken, a MarTech leader serving financial services professionals, announced today its new Marketing Opportunity Score Assessment, a personalized and free tool firms can use to determine their marketing weaknesses and opportunities coupled with suggestions of how to remedy those areas.

Financial advisory firms can take a short, 28-question survey that will define and quantify the impact of marketing on their bottom line in less than five minutes. The survey covers key areas of marketing including social media, video usage and lead generation. When an adviser completes the survey, a 15-page report is generated and shared with them containing an individualized action plan based on the firm’s current marketing status and challenges.

“There are many firms that know they need to do more with their marketing but struggle to start because there are so many possible directions to go,” explains Angel Gonzalez, Snappy Kraken’s Chief Marketing Officer. “Not knowing how to move forward can be paralyzing or lead to poor decisions. The Snappy Kraken Marketing Opportunity Score is exciting because it gives firms a look in the marketing mirror, benchmarked against the marketing activities of the top 25 percent of advisors getting results from online marketing, accompanied by proven tips to refine and build on these areas.”

On average, members attributed nearly 31 percent of their 2020 revenue growth to Snappy Kraken.

One way financial advisers can improve their lead generation is using social media to its fullest extent. For instance, Facebook has been shown to outperform LinkedIn and Twitter when it comes to driving traffic and leads by a rate of four and more than 20 times respectively and yet many firms don’t have a Facebook page. Another underutilized mode of client communication is texting. Text messages have a 98 percent read rate and 71 percent of people think texting is a good way to keep in contact with a business, but only 14 percent of companies will text their clients.

This summer, Snappy Kraken launched Convos, a compliant way for advisors to send timely text messages to their clients to build stronger relationships.

For more information or to get your Marketing Opportunity Score, go to http://snappykraken.com/opportunity

ABOUT SNAPPY KRAKEN

Snappy Kraken is an award-winning marketing technology firm that provides marketing automation, online advertising, and bold, unique marketing campaigns for the financial services industry. Data-informed decision making drives each marketing campaign; Snappy Kraken publicly releases an annual marketing research report highlighting the trends that they will use to better serve their members. 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. It ranked number three on the 2020 Financial Planning Best Fintechs to Work For list. At the Wealth Management Awards In 2021, Snappy Kraken won the Social Media Leadership for Technology Providers award for its annual marketing research report, and the Marketing Automation for Technology Providers award for its trademark “Cold to Gold Framework.”

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

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