Snappy Kraken Rolls Out New Marketing Platform

The firm is deepening its commitment to the enterprise segment of the advisor industry, CEO Robert Sofia says.

Snappy Kraken, the marketing technology firm, has released a new growth and marketing platform for large enterprise and middle-market financial services firms.

The platform aims to helps RIAs, broker-dealers and independent marketing organizations access advanced analytics and identify data-driven strategies for enhanced client engagement and growth, according to the firm’s announcement Wednesday.

Dubbed Snappy Kraken Enterprise, the “API-first” platform includes tools to help attract and retain high-performing advisors, scale growth strategies and execute compliant marketing campaigns efficiently, the firm said. Other features include bi-directional integrations with existing enterprise systems, social media platforms and advisor technology tools.

“Our enterprise offerings mark a significant milestone in our journey to become the core organic growth engine of the financial services industry,” said founder and CEO Robert Sofia, in a statement.

“By deepening our commitment to the enterprise segment, we are able to support more advisors, magnifying their impact on the industry and the clients they serve,” Sophia added.

Coinciding with the platform launch, the firm made a series of appointments and promotions to help boost its presence in the enterprise market and tailor its products for large organizations.

This includes DC Cashman, an experienced software industry executive, being appointed as chief revenue officer, as well as Michael Byram, formerly of Altruist, becoming vice president of engineering.

Samuel Corrigan, who led partnerships at Charles Schwab and Comply, has been appointed head of channel partnerships, while artificial intelligence expert Jake Lazarus has been promoted to enterprise product leader.

Pictured: Robert Sofia, CEO of Snappy Kraken