Snappy Kraken Introduces New Marketing Opportunity Score Assessment for Advisory Firms

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

Snappy Kraken, a MarTech leader serving financial services professionals, announced 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.

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“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”

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.”

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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.