Orion Supercharges RIA Marketing Tech Suite with the Launch of Redtail Campaigns

Company taps Snappy Kraken to power its marketing automation platform for advisors, tasks Redtail with execution

Orion Advisor Solutions announces the launch of Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite. Powered by Snappy Kraken, an industry-leading marketing platform tool for financial advisors, Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard.

“Orion’s acquisition of Redtail helps realize our vision to power advisors’ growth, specifically making it easier to prospect and engage clients through connected technology. With Redtail Campaigns, we’re marrying marketing, CRM and financial planning technology to accelerate the ‘Prospect-to-Plan’ journey and modernize this important advisor workflow,” said Brian McLaughlin, President, Orion Advisor Tech. “Our partnership with Snappy Kraken combines Orion’s industry-wide expertise and Redtail’s leading CRM tools with the powerful content and functionality of Snappy Kraken’s highly successful platform.”

In a recent survey1 of Orion’s technology clients, respondents listed lack of time (37%), sourcing quality prospects (31%), and finding the right tools or technology to assist (30%) as their firm’s top marketing challenges. To ease these challenges and support the growing marketing needs of financial advisors, Redtail Campaigns users will have access to all the features and functionality of Snappy Kraken’s current offering, including compliance workflow, integrations, an automation platform, and more while also providing unique Orion customizations, integrations and custom content that are only available to Redtail Campaigns users.

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Concepting, creating, deploying and tracking sophisticated marketing campaigns to attract new business was only an option for advisors who could afford to hire a marketing agency or in-house marketing staff. Now advisors can launch pre-built, sequenced marketing campaigns directly from their Redtail CRM. Advisors have access to campaigns on a variety of financial planning topics along with a full library of Snappy Kraken content and custom content from Orion’s investment, financial planning and behavioral finance experts. Advisors can reduce time and energy spent on marketing activities, gain access to fresh content and benefit from “always-on” marketing automation technology.

“The integration of Martech, CRM and financial planning technology will be a game changer for advisors and something only Orion and Redtail are doing. Connecting these workflows will help advisors scale and drive efficiencies, while also creating a seamless experience for the prospect,” said Robert Sofia, CEO, Snappy Kraken. “We’re excited to be part of bringing this vision and Redtail Campaigns to market. This tool is all about enhancing what some advisors are already doing with their marketing efforts and empowering those who don’t know where to start.”

“Marketing has always been closely connected to the CRM function,” McLaughlin added. “By investing in Redtail Campaigns, we are building a truly singular marketing offering that integrates into and complements our industry-leading CRM. This is just one example of how the addition of Redtail to Orion’s open architecture platform can serve as the foundation for advisors’ tech stacks, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub.”

Redtail Campaigns and Snappy Kraken content are now available as a seamless integration to Redtail CRM. It is available to Orion and Redtail users and as a standalone product. Early access pricing is available for a limited time at $200 a month per user for an annual subscription with no set-up fee. Standard pricing for month-to-month is $305 a month per user and one-time set-up fee of $500. Standard annual contract pricing is $255 a month per user and no set-up fee.

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