Advisors Win with New Marketing Automation Tool

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that they are unveiling a new automated marketing campaign which helps financial advisors connect with more prospective clients using the Risk Number assessment tool from Riskalyze. The new offering will be unveiled at the Fearless Investing Summit at the San Antonio Rivercenter from October 17-19, 2018.

Announcement at Fearless Investing Summit

Snappy Kraken will lead a Partner Breakout Session at Riskalyze’s annual conference, Fearless Investing Summit, on October 18 from 5:15-5:45p.m.

“During our presentation, advisors will see a completely automated lead generation campaign that has been created specifically to generate more Riskalyze leads for an advisor’s business,” said Robert Sofia, Snappy Kraken CEO and co-founder. “As a bonus, advisors will also learn how marketing automation can help them convert more of their existing prospects into appointments, and how it can help them generate more referrals from their clients.”

“We are thrilled to be working closely with Riskalyze to craft this solution for their subscribers,” said Sofia.

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Combine Riskalyze with Marketing Automation to Generate Leads

“Advisors love embedding Riskalyze’s lead generation risk questionnaire into their site to turn leads into winnable meetings, and Snappy Kraken is elite at equipping advisors with campaigns to drive that traffic online. High traffic and high conversion make for a strong combination, and the digital marketing campaign Snappy Kraken created specifically for Riskalyze users is sure to be a powerful tool in the advisor’s arsenal. It will drive traffic to their site with a stunning landing page that acts as a lead magnet to the Riskalyze widget,” said Aaron Klein, CEO at Riskalyze.

Snappy Kraken has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s advisor subscribers. This customized campaign will use social media, email blasts, and online advertising to drive leads into the Riskalyze system.

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The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.

“We’re thrilled that Snappy Kraken chose the Fearless Investing Summit as the place to launch these exciting new Risk Number-focused marketing campaigns in their product,” said Klein. “Helping advisors improve their marketing is a key objective of Summit, and we’re grateful for Snappy Kraken’s partnership.”

Advisors who already subscribe to Riskalyze and Snappy Kraken will get the custom marketing campaign at no additional cost.

“We have many innovative marketing solutions planned for release in 2019, bringing automation and superior marketing to advisors. Our goal is to help them fill their pipeline and nurture their existing relationships better than ever,” added Sofia.

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