Smart Growth Suite is the engine behind Snappy Kraken’s platform that drives automated, connected marketing workflows—scaling your lead-to-conversion process across an entire advisor network.
Why It Matters
Marketing works best when all the pieces connect. From capturing new leads to nurturing relationships and guiding prospects toward becoming clients, every step matters. The Smart Growth Suite brings all of these steps together under one umbrella, helping you run a cohesive, end-to-end marketing process. This means less juggling between platforms, fewer missed opportunities, and more growth with confidence.
Example Advisor Workflow
Smart Growth Suite empowers bigger firms to scale personalized marketing across advisor networks—driving faster growth, improving advisor productivity, and delivering better results with less friction.
By eliminating manual tasks, enabling faster responses, and surfacing the most engaged leads, firms can build trust, stay competitive, and focus on the highest-impact opportunities.
Key Components of the Smart Growth Suite
AI Lead Capture
Automatically pulls contact info from lead notification emails and routes them into the right groups and workflows without manual entry.Automatically create real-time audience segments that auto-update based on behavior, tags, or demographics.
Captures new leads, qualifies them, and follows up automatically through email and text.
Seamlessly connect Snappy Kraken with your existing tech stack—including CRM platforms like Redtail, Salesforce, and Wealthbox; data enrichment tools like Catchlight; and social media tools.
Multi-step Campaign Logic
Deploy enterprise-approved campaign sequences with the layer of advisor personalization.Admin Controls
Set up campaign templates and default dynamic groups that scale across your entire advisor network, giving you firm-wide consistency without extra work.