Snappy Kraken, a leading martech platform for financial advisors, has launched a new bidirectional CRM integration. It’s the first of its kind in advisor marketing. This innovation combines CRM, marketing automation, and analytics into one synchronized system. Advisors and businesses can view client and prospect data without delay. There’s no need for manual imports. The integration supports pre-built connections with Redtail, Orion, Salesforce, and Practifi. It also offers flexible options for custom systems and new CRM vendors.
Wealth management firms face risks from disconnected CRM and marketing systems. These issues can cause compliance problems, data inconsistencies, and slow growth. Snappy Kraken’s bidirectional integration fixes these challenges. It keeps data synchronized, boosts accuracy, and enables timely follow-ups. Advisors and firms can also achieve greater personalization. This integration creates a scalable, AI-ready setup. It drives growth and improves marketing efficiency.
“Innovation only matters when it creates better client experiences and truly drives growth,” said Robert Sofia, CEO of Snappy Kraken. “Advisors and firms don’t need more software. They need a modern growth stack that fully connects their CRM, marketing automation and analytics. With our updated CRM integration, we’re reinforcing our mission to deliver enterprises and advisors unified marketing technology where every tool works in harmony to drive growth. This release makes that possible with one simple authentication.”
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In addition to the CRM integration, Snappy Kraken introduces an advisor-level AUM Pipeline Dashboard, complementing the firm-wide enterprise-level dashboard. This tool enables advisors to track how their marketing campaigns directly impact assets under management (AUM), visualize lead progression through the pipeline, and prioritize high-value opportunities.
Snappy Kraken combines the new CRM integration with the advisor-level AUM Pipeline Dashboard. This combo gives financial advisors a modern growth stack. It connects marketing, analytics, and CRM into one self-updating system. These updates enhance the Smart Growth Suite. They improve automated lead conversion, smart segmentation, and personalized engagement. Advisors get accurate, real-time data. This helps them make better marketing decisions, ensure compliance, and achieve measurable growth.