Financial Services Case Studies and Customer Success Stories with Advisor Websites™
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.
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.
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.
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.
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.
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.
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.
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.
