These efficient, true integrations create a single source of accurate information
Snappy Kraken, the MarTech innovator serving financial services professionals, announced it has initiated two-way data synchronization from three of the industry’s top customer relationship management (CRM) providers – Redtail Technology, Wealthbox and Salesforce – saving advisors considerable time and hassle by offering one accurate source of information at their fingertips.
In the absence of data flowing freely in both directions, advisors are perpetually on the hunt for the most updated source of people’s addresses and other demographic information. These bidirectional integrations with three top-tier financial services CRM providers solve that problem by ensuring data is updated in real-time, saving advisors from the needless pain of having to constantly double check and second guess the accuracy of their information.
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“Advisors have seemingly unlimited technologies claiming to make their workflows more efficient but two-way integrations such as these with Redtail, Salesforce, and Wealthbox will save hours on communications,” said Robert Sofia, Chief Executive Officer, Snappy Kraken. “Our industry should continue to demand more of these bidirectional integrations that truly increase efficiencies and connections.”
For more ways Snappy Kraken is helping advisors increase their efficiency and drive marketing strategy, tune in to the Jolt! On Demand channel featuring high-energy talks and panels from marketing experts from inside and outside the industry.
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