Snappy Kraken, a leading marketing technology firm for financial advisors, has launched a groundbreaking bidirectional CRM integration. This innovation allows smooth synchronization between advisors’ CRM systems and the Snappy Kraken platform and removing data silos and improving marketing efficiency.

The new integration supports real-time data flow, ensuring that client and prospect information is consistently updated across both platforms.  Advisors can now access a unified view of their contacts, streamlining communication and follow-up processes.

Key Features of the Bidirectional CRM Integration

  • Real-Time Data Synchronization: Ensures up-to-date client information across CRM and marketing platforms.
  • Enhanced Compliance: Reduces manual data entry errors, supporting regulatory adherence.
  • Improved Marketing Efficiency: Facilitates timely and personalized communication with clients and prospects.
  • Seamless integration with top CRMs: Supports systems such as Redtail Orion, Salesforce, and Practifi. It also makes it easier to integrate new CRM vendors.

Robert Sofia, CEO of Snappy Kraken, emphasized the significance of this development: “Innovation only matters when it creates better client experiences and truly drives growth. Advisors and firms don’t need more software. They need a modern growth stack that fully connects their CRM, marketing automation, and analytics.”

In addition to the CRM integration, Snappy Kraken has introduced an advisor-level AUM Pipeline Dashboard. This tool gives individual advisors insight into how their marketing efforts lead to asset growth. It offers a visual view of leads moving through each stage of the pipeline.

The integration and new dashboard are part of Snappy Kraken’s Smart Growth Suite. It is a unified system designed for automated lead conversion, intelligent segmentation, and personalized engagement. The aim is to provide advisors with a solid, AI-ready infrastructure that supports continuous growth and improves client relationships.

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News Source: Businesswire.com