Snappy Kraken Unveils Smart Growth Suite

Staff Writer 41 minutes ago

Snappy Kraken announced the launch of its Smart Growth Suite, a complete system that automates lead conversion for enterprise firms, mid-market organisations and individual advisors. The Smart Growth Suite replaces fragmented tech stacks with a unified system for automated, targeted marketing and lead conversion.

As part of the suite, Snappy Kraken is introducing Dynamic Groups, a capability designed to help advisors automate segmentation and support personalised outreach to convert leads efficiently. 

With Dynamic Groups, advisors can segment contacts using attributes like age, gender, investable assets and more, enabling personalised messaging without manual work. Dynamic Groups helps advisors deliver timely, relevant messages to specific audiences—whether following up with referrals, re-engaging cold leads or reaching high-value clients.

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“Individual advisors are constantly challenged to compete with larger firms that have more resources to invest in marketing technology,” said Robert Sofia, Founder and CEO of Snappy Kraken. 

“Our Smart Growth Suite levels the playing field—equipping firms and advisors with intelligent automation, always-on segmentation and powerful analytics—all without the heavy lift. Dynamic Groups also puts real-time intelligence behind every campaign, eliminating static lists and busywork in prospecting.”

“It’s segmentation that adapts as fast as advisors’ clients do.”

The Smart Growth Suite combines tools typically spread across CRMs, marketing automation platforms, content hubs and AI tools—offering a compliant, ready-to-use system that automates workflows across the lead-to-client lifecycle with high admin-level control for larger firms. 

Key Features of Smart Growth Suite:

• Automation: Uses AI to automatically capture, update, and route leads based on their behaviour and profile. Advisors can assign leads to relevant campaigns without doing it manually, allowing them to focus on client relationships while the system handles lead generation.
• Content: Delivers multi-channel communications through web, email, text and video, designed to guide prospects through the path to become a client with consistent, personalised messaging.
• Insights: Provides real-time reports to track how campaigns are performing, how leads are engaging, and the overall health of the pipeline—at both individual and firm-wide levels.
• Integrations: Includes tools that automatically add useful data to lead profiles. Advisors can use these integrations to spot promising leads, assess financial potential, and send targeted marketing campaigns.

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