Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs with comprehensive Unified Managed Account (UMA) solutions. The Sawtooth program includes 100% payouts for IARs, zero transaction fees at the custodian(s) and autopilot marketing.
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MARKETING SUCCESS FEE A “NO-BRAINER”
Here’s how this particular program will work: The first 100 advisors who transition at least $10mm AUM to Sawtooth by March 31, 2020 will receive automated marketing support from Snappy Kraken with no upfront costs. Snappy Kraken will work with these advisors to help them automate five key aspects of their business including:
- Lead Attraction
- Prospect Nurturing
- Client Engagement
- Referral Generation
- Workflow Automation
Advisors who join this program agree to pay Sawtooth a small “marketing success fee” from revenue generated on any new assets added to the platform as a result of Snappy Kraken’s marketing efforts.
“This is a no-brainer for forward-thinking advisors,” said Sawtooth CEO Brad Pries, a 29-year industry veteran. “Our alliance with Snappy Kraken will be a huge opportunity for our advisors. It also enables Sawtooth to further enhance our technology platform, adding automated marketing to our trading, billing, and reporting solutions.”
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Interested advisors should visit BetterRIA.com for more details.
NEW ENTERPRISE SOLUTION
This campaign with Sawtooth is one of the first initiatives of Snappy Kraken’s new enterprise solution. By offering both full white-label and hybrid-label partnerships, Snappy Kraken empowers enterprises with a range of benefits, including:
- Total marketing automation
- Differentiation
- Recruiting advantage
- Enhanced sales capabilities
- Increased advisor retention
- Enterprise-level reporting
- Fresh monthly campaigns
- Turn-key launch support
“Advisors need affordable and effective marketing help to increase client engagement and productivity,” said Robert Sofia, CEO of Snappy Kraken. “In order to compete, enterprises know that they must provide robust solutions or risk losing their advisors to competitors. Most enterprises are forced to make massive capital and res05ource investments into in-house development, hiring and training, and providing platform maintenance and management. Partnering with Snappy Kraken gives these organizations a competitive edge, enabling them to offer their advisors a fully integrated, customized platform with all the benefits of an in-house solution, but for a fraction of the cost.”
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