Snappy Kraken Launches AI-Powered Email Builder For Advisors

Chris Latham, Managing Editor, Wealth Solutions Report

New Tool Provides Emails With Revised Headlines And Text, Brand-Consistent Images, And Call-To-Action Buttons To Drive Audience Follow-Through

Ormond Beach, Florida-based Snappy Kraken – which provides marketing automation, campaigns and online advertising solutions for financial services firms – launched an artificial intelligence powered email builder with the goal of helping financial advisors quickly create more impactful email campaigns to clients and prospects.

The new tool can revise email headlines and text, as well as generate brand-consistent images and call-to-action buttons intended to drive audience follow-through. Since its founding in 2016, Snappy Kraken has sent more than 100 million emails for advisors, which the company also has analyzed to enhance data-driven decision-making regarding advisors’ communications.

The recent launch comes soon after Snappy Kraken’s July announcement of a partnership with video production company Idea Decanter on ways to further improve advisors’ marketing campaigns. As a result, Snappy Kraken’s advisor clients can personalize and record videos, using provided scripts, that then can be distributed across email and social media channels.

Robert Sofia, Co-Founder and CEO, Snappy Kraken

“Many advisors have found themselves caught up in what we call ‘blinking cursor syndrome’ – a situation where they have a great idea they want to communicate to their clients or prospects, but are stuck staring at an empty screen, feeling the pressure, trying to figure out the best way to convey it,” said Robert Sofia, Co-Founder and CEO of Snappy Kraken.

“Our response, powered by AI, tackles this issue head-on. It streamlines the content creation process for advisors, freeing up their time while increasing their ability to establish and strengthen meaningful connections with clients and prospects in a straightforward, not-overwhelming manner.”

In March, San Diego, California-based FMG, a SaaS company specializing in marketing software and services for the wealth management industry, launched an AI-powered personalization engine that helps financial advisors automatically generate original social media captions about shareable content in FMG’s library.

Angel Gonzalez, Chief Marketing Officer, Snappy Kraken

Its “one-click” personalization engine leverages technology from FMG’s own Vestorly platform as well as OpenAI’s ChatGPT software. In the first 10 weeks after launching, it produced a 1,260% increase in the volume of advisor social posts shared via the company’s Curator Mobile App, according to FMG.

“Our AI-powered email builder functions like a highly energized professional writer, marketer and designer, minus the accompanying overhead,” said Angel Gonzalez, Chief Marketing Officer at Snappy Kraken. “This is especially noteworthy as our data indicates that emails constitute the most reliable and significant source of traffic for advisors. With our new email builder, advisors can go from idea to finished email in mere minutes.”

Snappy Kraken and FMG are winners of the Wealth Solutions Report PRO 10: Top Wealth Management Professional Services Firms, in the Marketing Firms category.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at

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