Snappy Kraken, a martech firm specializing in marketing initiatives for financial advisors, has launched its AUM Pipeline Dashboard. This new feature aims to provide firms with visibility into the return on investment (ROI) of marketing activities and their impact on enterprise-wide growth.
The AUM Pipeline Dashboard, available within Snappy Kraken’s Enterprise Hub, tracks potential assets under management (AUM) through various pipeline stages and across different advisors. This functionality is designed to enable firms, including broker-dealers (BDs), wealth management firms, large registered investment advisors (RIAs), and multi-advisor organizations, to forecast business outcomes with increased accuracy and identify effective marketing strategies. The company states it is the only marketing automation platform for advisors that reports impact in terms of enterprise-wide AUM growth.
The dashboard intends to offer C-suite leaders firm-wide forecasts of business outcomes while providing advisors with performance data. It aims to connect AUM growth directly to marketing initiatives, presenting a unified view of total opportunity across the pipeline, including investable assets, forecasted client AUM, and marketing’s influence on existing client AUM.
Robert Sofia, CEO of Snappy Kraken, commented, “For years, financial firms have struggled to prove the impact of marketing. For the first time, this dashboard provides clear proof that marketing generates organic growth in the metric executives care about most—dollars of managed assets. Combined with our success plans and implementation support, this gives enterprises the infrastructure to move beyond fragmented tools and scale a measurable, organic growth engine.”
To support implementation, Snappy Kraken offers a structured success plan that includes pilot programs, phased rollouts, advisor benchmarking, case study documentation, and ongoing utilization reporting. The dashboard is being rolled out to select firms and will become accessible to individual advisors through the Marketing Hub in mid-October.
This release aligns with Snappy Kraken’s
