Advisor Websites™ Overview

Advisor Websites specializes in creating personalized website designs and digital marketing solutions tailored for financial advisors. The platform offers a customizable content library, enabling users to tailor website content to meet specific client needs. Social media sharing features facilitate broader audience engagement, while automated email marketing tools help maintain client communication effortlessly. The service is designed to attract new visitors and increase conversions through targeted digital marketing strategies. The platform's focus on personalization allows financial advisors to enhance their online presence and drive more qualified leads. This unique approach has made it a preferred choice among financial professionals seeking to grow their business online.

Use Cases

Customers recommend Content Management, Generation Of New Leads, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Advisor Websites™.

Other use cases:

  • Digital Marketing
  • Conversion Management
  • Lead Engagement
  • Contract Management
  • Business Development
  • Event Management
  • Lead Management
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Business Priorities

Acquire Customers and Improve Digital And Social Presence are the most popular business priorities that customers and associates have achieved using Advisor Websites™.

Other priorities:

  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Grow Market Share
  • Increase Sales & Revenue
  • Establish Thought Leadership
See all business priorities See less business priorities

Advisor Websites™ Use-Cases and Business Priorities: Customer Satisfaction Data

Advisor Websites™ works with different mediums / channels such as Social Media. Website. LinkedIn etc.

Advisor Websites™'s features include Personalization, and SEO. and Advisor Websites™ support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Advisor Websites™ analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Advisor Websites empowers more than 12,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website...." Peer review

Advisor Websites™, belong to a category of solutions that help Website Builder. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Advisor-websites offer essential digital marketing solutions and tools that personalize strategies. These tools help financial advisors generate more leads efficiently.

Popular Business Setting

for Advisor Websites™

Top Industries

  • Information Technology and Services
  • Financial Services
  • Education

Popular in

  • Small Business
  • Mid Market

Advisor Websites™ is popular in Information Technology And Services, Financial Services, and Education and is widely used by Small Business, and Mid Market,

Advisor Websites™ Customer wins, Customer success stories, Case studies

What Are the key features of Advisor Websites™ for Content Management?

What makes Advisor Websites™ ideal for Generation Of New Leads?

What solutions does Advisor Websites™ provide for Engaging And Following Up?

Why is Advisor Websites™ the best choice for Digital Marketing?

How can Advisor Websites™ optimize your Conversion Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Advisor Websites™ solved their Website Builder needs. Cuspera uses 242 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Website Builder needs.

Vertex Capital Advisors - Financial Services

Snappy Kraken helped Vertex Capital Advisors automate their marketing. The firm struggled to create quality content and keep up with email campaigns. Snappy Kraken provided a library of FINRA-complia...nt content and hands-on support. Vertex Capital Advisors reduced content creation time by 90%. Their first automated campaign brought in a new high net worth client. The team now runs multiple segmented campaigns with just one hour of work each month.

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The AmeriFlex Group - Financial Services

Snappy Kraken helped The AmeriFlex Group save 10-15 hours of marketing work each month. The platform provided pre-approved, dynamic content that engaged leads and clients. Hannah Buschbom used Snappy... Kraken to close two previously cold leads, covering the first year’s platform cost. The system made compliance easy and allowed for targeted, timely campaigns. Email marketing time dropped to just 3-4 hours per month.

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Mike Acevedo Financial Planning - Financial Services

Snappy Kraken’s Freedom360 marketing program helped Mike Acevedo Financial Planning reach more clients with engaging, compliant email campaigns. Mike struggled to create content that resonated and dr...ove responses. With Freedom360, he got a fully managed solution, dedicated support, and the flexibility to add his own content. In less than a month, his website and campaigns launched. Mike added $2 million in new assets under management and now gets 3 to 5 times more email responses than before.

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Jeff Burrow - Financial Services

Freedom360 helped Jeff Burrow book more appointments and get more inbound prospect meeting requests. He saw more client interaction after switching from Snappy Kraken to Freedom360. Freedom360 increa...sed his lead generation, website opt-ins, appointment requests, and website traffic. Metrics show 3.3x more lead gen, 3x more opt-ins, 2x more appointment requests, and 6x more website traffic compared to using Snappy Kraken alone.

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lightning

Peers used Advisor Websites™ for content management and generation of new leads

Advisor Websites™ Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.37/5 ★

Read Reviews (32)
Analytics

3.49/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.37/5 ★

Read Reviews (32)
Analytics

3.49/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Advisor Websites™

Overall Risk Meter

Low Medium High

Top Failure Risks for Advisor Websites™

Snappy Kraken News

M&A

[NEWS] Snappy Kraken Acquires Advisor Websites

Snappy Kraken has acquired Advisor Websites, enhancing its marketing solutions for financial advisors by integrating website design and compliance tools with its existing platform. This acquisition aims to transform advisor websites into strategic growth engines. Advisor Websites will operate under the Snappy Kraken brand, with its CEO, Graham Turner, becoming President of the new entity.

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Product

Snappy Kraken Introduces 'Turnkey' Video Marketing Tool

Snappy Kraken has launched a new video marketing tool called "The Personal Connection Video" for its subscribers. This tool simplifies video creation for financial advisors by providing prepared scripts, a branded landing page, and coordinated emails. An updated version will include social media posts. The tool aims to help advisors maintain client connections with ease.

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Product

Snappy Kraken Unveils End-to-End Lead Conversion for Financial Advisors; Appoints Cheryl Nash to Board

Snappy Kraken launched the Smart Growth Suite, an automated lead conversion system for financial advisors, enhancing lead conversion rates by 20% to 340%. The suite includes Dynamic Groups for automated segmentation and personalized outreach. Additionally, Cheryl Nash was appointed to the board, bringing extensive experience in wealth management and financial technology.

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Product

Snappy Kraken Unveils Bidirectional CRM Integration for AI-Powered Marketing Intelligence

Snappy Kraken has launched a bidirectional CRM integration for its AI-powered marketing platform, enhancing data synchronization between advisors' CRMs and Snappy Kraken's system. This integration supports real-time data flow, improving compliance, data quality, and growth for financial advisors. It includes pre-built integrations with major CRM systems like Salesforce and introduces an advisor-level AUM Pipeline Dashboard for asset growth tracking.

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Snappy Kraken Profile

Company Name

Snappy Kraken

Company Website

//snappykraken.com

HQ Location

1452 North U.S. Hwy 1, Suite 113, Ormond Beach, Florida 32174, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SEED