Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, announced the release of its AUM Pipeline Dashboard to give firms unprecedented visibility into growth and ROI on marketing activities across the enterprise. By tracking potential AUM as it moves across pipeline stages and advisors, the dashboard enables firms to forecast business outcomes with greater accuracy and identify which marketing activities are driving results. This new capability turns marketing data into business intelligence, helping enterprises scale what works and predict future growth. Snappy Kraken is now the only marketing automation platform for advisors that reports impact in terms of enterprise-wide AUM growth.
The dashboard, available within Snappy Kraken’s Enterprise Hub, gives broker-dealers (BDs), wealth management firms, large registered investment advisors (RIAs) and multi-advisor organizations clear visibility into how marketing efforts translate into pipeline growth and new assets. For the first time, enterprises can directly connect AUM growth to marketing initiatives in a single, unified view. The new dashboard gives C-suite leaders firm-wide forecasts of business outcomes, while equipping advisors with performance data that validates their efforts and drives adoption. By revealing the total opportunity across the pipeline – including investable assets, forecasted client AUM and marketing’s direct impact to existing client AUM – the dashboard turns marketing from anecdotal to accountable.
“For years, financial firms have struggled to prove the impact of marketing,” said Robert Sofia, CEO of Snappy Kraken. “For the first time, this dashboard provides clear proof that marketing generates organic growth in the metric executives care about most—dollars of managed assets. Combined with our success plans and implementation support, this gives enterprises the infrastructure to move beyond fragmented tools and scale a measurable, organic growth engine.”
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To support full advisor implementation, Snappy Kraken provides a structured success plan that includes pilot programs, phased rollouts, advisor benchmarking, case study documentation and ongoing utilization reporting—enabling firms to measure both outcomes and adoption. As part of this phased rollout, Snappy Kraken will begin enabling the dashboard for select firms. In mid-October, access will extend to individual advisors through the Marketing Hub, giving them personalized visibility into their own pipeline growth.
This new capability also reinforces Snappy Kraken’s leadership in defining the “Modern Growth Stack,” an enterprise-grade framework outlined in its recent white paper. The framework shows how firms can unify siloed technology, enforce compliance and scale advisor adoption by leveraging automation, artificial intelligence, data analytics and content strategy. By embedding AUM pipeline reporting into its marketing automation platform, Snappy Kraken enables firms to consolidate data, integrate with CRMs, connect lead sources and evaluate results within a single system a process that previously required multiple tools and manual workarounds.
Source: BusinessWire
