Get started with Wealthbox + Snappy Kraken
Modern CRM integrated with advanced digital marketing to build your business.
Modern CRM integrated with advanced digital marketing to build your business.
Overview
Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients. The integration with Wealthbox allows users to send contact data from Wealthbox for automated marketing strategies in Snappy Kraken.
Enable two-way sync and let changes from SnappyKraken sync back to Wealthbox.
Turn on nightly sync and keep your contacts synced automatically.
“When it comes to marketing, making use of your contact lists is paramount. That is why we're excited to have the Wealthbox integration, making it easy to sync contacts directly from Wealthbox within Snappy Kraken.”
Brad DeLoatche
Chief Product Officer and Founder, Snappy Kraken
Ready to try? Start your 14-day free trial now. Or schedule a demo.
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