New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor marketing space. This innovation makes Snappy Kraken the only platform able to fully unify CRM, marketing automation and analytics in a single ecosystem. The new CRM integration enables continuous synchronization between advisors’ CRMs and the Snappy Kraken platform—eliminating manual imports and giving enterprises and advisors a single, up-to-date view of client and prospect data. It also supports pre-built integrations with leading systems including Redtail Orion, Salesforce and Practifi, while simplifying integrations with new CRM vendors and custom systems to ensure consistent, accurate marketing efforts for advisors and enterprises.

For wealth management firms, fragmented CRM and marketing systems have contributed to slower growth, compliance challenges and outdated client data. Snappy Kraken’s updated CRM integration eliminates that friction by uniting CRM and marketing automation into one connected system, improving data quality, enabling timely follow-up and allowing deep customization for every advisor and firm. The result is a compliant, scalable and AI-ready infrastructure that supports growth across the entire organization.

“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.”

Building on its recently released enterprise-level AUM Pipeline Dashboard, which connects firm-wide marketing activity directly to assets under management (AUM), Snappy Kraken is also introducing a new advisor-level view that gives individual advisors the ability to see how their marketing efforts translate into asset growth. The dashboards pull data directly from CRM and other sources to show how leads progress through each stage of the pipeline and the potential AUM associated with each opportunity.

With the launch of the new CRM Integration and advisor-level AUM Pipeline Dashboard, Snappy Kraken gives advisors a modern growth stack that connects marketing, CRM and analytics in one synchronized system. These innovations also advance the capabilities of Snappy Kraken’s Smart Growth Suite – a unified system for automated lead conversion, intelligent segmentation and personalized engagement – by transforming it into a self-updating growth ecosystem. With real-time synchronization, advisors can rely on accurate, current data that fuels smarter marketing decisions, stronger compliance and measurable growth.

This release delivers new value to wealth management firms and advisors by enabling seamless data flow across marketing, CRM and pipeline management. According to Kitces’ 2025 AdvisorTech Study, nearly half of advisory firms use CRMs as their central technology hub, yet fewer than one-third report automated data flows across systems. Firms with fully integrated technology report 25% higher satisfaction with their technology stacks, underscoring the importance of real-time data synchronization for advisor efficiency. Snappy Kraken’s updated CRM integration helps close this operational gap for the wealth management industry.

For advisors, mid-market firms and enterprises interested in the new CRM Integration—designed for continuous automation, seamless synchronization across systems and clear visibility into how marketing drives AUM growth—please visit snappykraken.com/realtime-sync-crm.

About Snappy Kraken

Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Each of these marketing campaigns is informed by rich data.

Snappy Kraken’s innovative approach has earned the company widespread recognition. In 2024, Snappy Kraken received the Wealth Management Industry Award (Wealthie) for Digital Campaign of the Year and the ThinkAdvisor Luminaries award for Excellence in Marketing. The company was also awarded Financial Planning’s 2024 Innovation Award for its AI-Powered Email Builder and, for four consecutive years, was named Best Overall Content Marketing Software by MarTech Breakthrough (2019-2023). In recent years, Snappy Kraken also ranked #8 and #3 on Financial Planning’s Best Fintechs to Work For lists.

To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions and to use the new and enhanced tools recently announced, visit SnappyKraken.com.

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