Wealthbox is happy to announce today a new partnership integration with Snappy Kraken. The integration between Snappy Kraken and Wealthbox, based on a bidirectional sync, helps advisors maintain meaningful connections with their prospects and clients through automated marketing strategies.
Here’s the problem we’re fixing to help advisors combine CRM and automated marketing: Without integrated systems, CRM users often can’t tell which system has the most recent updates — causing a perpetual hunt for up-to-date contact information. The bidirectional sync between Wealthbox and Snappy Kraken solves that problem by ensuring data is updated in real-time, saving advisors from the needless pain of having to constantly double-check and second guess the accuracy of their information. Contact information of prospects and clients is synced between Wealthbox and Snappy Kraken and is automatically kept up-to-date.
“When it comes to marketing, making use of your contact lists is paramount. We know Wealthbox is one of the industry’s leading CRMs,” said Brad DeLoatche. “That is why we are excited to have this integration making it easy to sync contacts directly from Wealthbox within Snappy Kraken.”
“Wealthbox is excited to partner with Snappy Kraken, a leader in digital marketing automation for financial advisors,” said Charlie Fargo. “Snappy Kraken’s integration with Wealthbox provides an efficient and convenient way for advisors to keep their contacts in sync between both platforms. We expect the integrated products to be highly adopted by advisors intent on growing their businesses.”