Automated marketing systems improve lead generation, lead nurturing campaigns, drip email campaigns, and other core marketing tactics by automating repetitive actions along the campaign building process through to delivery.Ĭhoosing the right automated marketing platform comes down to the content form, and delivery method best suited to your ideal buyer personas, as well as third party integrations with complementary marketing software you may already be using. As technology continues down its destiny to consolidate, it has given rise to fully automated marketing systems that run entirely online. It doesn't help that marketing is continually changing as it adapts to new behavioral insights and new technologies. This latest collaboration comes on the heels of Snappy Kraken’s recent launch of Freedom360, a comprehensive marketing solution that enables time-crunched advisors to outsource their entire marketing program-from audit phase through implementation and reporting-to a team of experts.When it comes to marketing strategy, many financial-service firms are years, if not decades, behind the curve. For Morningstar Office users that don’t already avail themselves of Snappy Kraken’s Original Content + Automation services, there is the option to access Snappy Kraken Morningstar Wealth Edition at a discounted rate of $225 per month per user.
Snappy kraken integrations upgrade#
“This collaboration with Snappy Kraken will further this aim, enabling advisors to disseminate timely and engaging content that delivers value to investors.”Ĭurrent Snappy Kraken clients that do not have Morningstar Office℠ subscriptions, and that wish to add Morningstar Wealth articles to their existing version of Snappy Kraken, can upgrade for a fee of $20 per month per user. “We are always looking for opportunities to streamline workflows and elevate the advisor-client relationship,” remarked Vincent Florack, Director of Strategic Partnerships at Morningstar Wealth. We are confident this will provide immediate value-add for advisors.” “As Snappy Kraken works to foster meaningful connections between advisors and their clients, we welcome the opportunity to incorporate Morningstar Wealth’s trusted, relevant content into our campaigns. “Morningstar Wealth has established a reputation for producing quality editorial content that empowers investor success,” said Angel Gonzalez, Chief Marketing Officer at Snappy Kraken. The deeper bench of content will enhance advisors’ ability to deliver a differentiated client experience and attract prospects. This will significantly expand the digital marketing resources at advisors’ fingertips. This offering will afford existing Morningstar Office℠ clients access to a custom version of Snappy Kraken’s Original Content + Marketing Automation that features Morningstar Wealth articles, as well as an integration with the Morningstar Office℠ client contact information.
The Snappy Kraken Morningstar Wealth Edition platform is available to users of Morningstar Office, a web-based portfolio and practice management platform for independent financial advisors. The platform will provide advisors that use Snappy Kraken’s Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be leveraged in client engagement campaigns. Snappy Kraken, the martech innovator dedicated to financial services professionals, today announced its new Snappy Kraken Morningstar Wealth Edition. Marketing Analytics, Performance & Attribution.iPaaS, Cloud/Data Integration & Tag Management.Business/Customer Intelligence & Data Science.Audience/Marketing Data & Data Enhancement.Optimization, Personalization & Testing.Sales Automation, Enablement & Intelligence.
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