If you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
What is Snappy Kraken? In a nutshell it is the most innovative marketing platform for advisers.
Snappy Kraken Announces New Marketing Program for Financial Advisors at the 2018 T3 Advisor Conference
Advisors Get 300 Percent More Exposure for 31 Percent of the Cost of Live Seminars with Online Advertising + Video + Marketing Automation
redictive analytics is the process of using software to predict likely business outcomes. Once the software user asks a specific question, predictive analytics sorts through past data to come up with an answer. This is done using techniques like data modeling, machine learning and AI.
Welcome to the November 2017 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
Many advisers struggle with their marketing plan. How can you create marketing that is both customizable and repeatable? Robert Sofia of Snappy Kraken offers some strategies for success.
Snappy Kraken Introduces Automated Marketing Campaign to Help Financial Advisers ‘Raise Prospects From the Grave’
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
Most advisors loathe asking for referrals, but with modern technology, they no longer have to ask clients to provide names.
Advisors’ digital marketing efforts can be derailed by bad data
Wealth Management 2017 Outlook
New Marketing System from Snappy Kraken Creates a Consistent “Wow” Experience for Financial Advisor’s Clients and Prospects
Ideas and tips from Marie Swift, a nationally-recognized consultant who’s worked with some of the top financial advisory firms nationwide for nearly twenty years.