Stop Losing Leads.
Scale Your Growth With AI-Driven Automation.
Most advisors lose prospects because they stop following up. The problem isn’t a lack of opportunity — it’s the gap between capturing interest and staying top of mind.
AE Snappy Kraken combines AI-powered intelligence with automated follow-up to patch that leak. Together, Advisors Excel and Snappy Kraken give you a smarter way to turn cold leads into warm conversations and real opportunities.
Stop Losing Leads.
Scale Your Growth With AI-Driven Automation.
Most advisors lose prospects because they stop following up. The problem isn’t a lack of opportunity — it’s the gap between capturing interest and staying top of mind.
AE Snappy Kraken combines AI-powered intelligence with automated follow-up to patch that leak. Together, Advisors Excel and Snappy Kraken give you a smarter way to turn cold leads into warm conversations and real opportunities.
Stay Top of Mind. Stay Snappy.
Why Consistent
Follow-Up Wins
Advisors often chase the same prospects. But without a clear follow-up system, it's hard to know who's ready to talk, who needs more time and how to reach out in a way that feels personal.
That creates a costly gap. Leads go cold. Good prospects slip away. Marketing and sales stop working together.
AE Snappy Kraken fixes that. With Snappy Kraken as your partner, you build automatic follow-up right into your marketing. Your pipeline keeps moving, even on your busiest days.
Need help choosing the right fit?
Chat with the AE Snappy Kraken team
Why Consistent Follow-Up Wins
Advisors often chase the same prospects. But without a clear follow-up system, it's hard to know who's ready to talk, who needs more time and how to reach out in a way that feels personal.
That creates a costly gap. Leads go cold. Good prospects slip away. Marketing and sales stop working together.
AE Snappy Kraken fixes that. With Snappy Kraken as your partner, you build automatic follow-up right into your marketing. Your pipeline keeps moving, even on your busiest days.
Need help choosing the right fit?
Chat with the AE Snappy Kraken team
See How It Works
This video explains a simple solution to a common problem: lots of leads in your CRM but no easy way to know who to pursue or how to connect with them.
Choose Your Growth Path
Whether you want to run your own marketing or hand it off to our team, AE Snappy Kraken gives you a flexible way to scale with confidence.
Each option combines high-quality content, automated campaigns and steady follow-up with prospects to keep your pipeline full.
DIY Package
Built for advisors who want to manage their own marketing with better tools, better visibility and better follow-up.
$275/month
WHAT’S INCLUDED:
- High-quality content created for independent financial advisors
- Campaign automation tools to help launch, manage and track marketing activity
- Automated email follow-up that keeps prospects engaged
- Convos SMS tools for unlimited users
- Unique phone numbers for easier conversations
- Two-way conversational inbox for real-time engagement
Best for:
Advisors who want to streamline outreach, track engagement and act on lead signals — without adding manual work.
AE Freedom360
Built for advisors who want a more complete, done-for-you system with strategy, execution and ongoing support.
$700/month + one-time setup fee of $349
WHAT’S INCLUDED:
- High-quality AE Signature content for consistent, advisor-focused marketing
- Campaign automation to stay visible across key prospect and client touchpoints
- Automated email follow-up that guides leads toward warmer conversations
- Detailed system audit to improve your automated sequences
- Done-for-you campaign setup and personalization
- Compliance-aware campaign launch support
Best for:
Advisors who want a guided growth system that helps them nurture consistently, stay visible and scale smarter with less day-to-day effort.
Need help choosing the right fit?
Chat with the AE Snappy Kraken team
Already a user?
Book a call here
Get Started in 3 Simple Steps
1. Book a demo
Meet with a Snappy Kraken rep to see the platform and pick the right package.
2. Set up your automation
We work with you to tailor the system to your brand and goals.
3. Turn on your growth engine
Launch your automatic follow-up — and start converting the hidden opportunities already sitting in your CRM.
Frequently Asked Questions
AE Snappy Kraken is Snappy Kraken’s marketing platform enhanced for independent financial advisors who work with Advisors Excel.
You get the full Snappy Kraken platform, plus: preferred pricing, exclusive AE Signature content, and dedicated onboarding and support from our team.
Keep the Conversation
Going After the First Hello
Want to stop guessing which leads to chase and start building a clear path from prospect to client? AE Snappy Kraken can help.
With Advisors Excel and Snappy Kraken together, you get the tools and support to follow up automatically, surface better opportunities and stay in front of the people who matter.
Support links:
Chat with the AE Snappy Kraken team
Already a user? Sign in here.
Keep the Conversation
Going After the First Hello
Want to stop guessing which leads to chase and start building a clear path from prospect to client? AE Snappy Kraken can help.
With Advisors Excel and Snappy Kraken together, you get the tools and support to follow up automatically, surface better opportunities and stay in front of the people who matter.
Support links:
Chat with the AE Snappy Kraken team
Already a user? Sign in here.
The #1 Most Integrated Marketing Platform for Financial Advisors
Snappy Kraken connects seamlessly with the tools financial advisors already rely on. From CRMs and data enrichment to social media and AI, our integrations help you capture leads, automate follow-up and scale growth — without extra work or disconnected systems.
Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements. Investment advisors must obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to incorporating digital marketing into their marketing practice.
Individuals registered with AEWM, AEFS and/or MAS must obtain pre-approval from AEWM/AEFS/MAS prior to incorporating digital marketing into their practice. All advertising materials must be submitted to AEWM/AEFS/MAS for review and approval prior to use.
6/26-5490020 - For financial professional use only. Not to be used with the general public or in a sales situation. © 2026 Advisors Excel, LLC