Snappy Kraken Integrates With Catchlight to Scale Prospect Engagement

Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, announced its integration with Catchlight, the organic growth platform that provides data and insights on leads and clients. The integration offers advisors and enterprises the ability to implement personalized prospect engagement with relevant messaging at scale. In addition, both Snappy Kraken and Catchlight have completed their Service Organization Control (SOC) 2 Type 2 certification, a third-party audit on data security protocols. Issued by the American Institute of Certified Public Accountants (AICPA), this certification underscores Snappy Kraken and Catchlight’s commitment to maintaining the highest standards for data protection and operational excellence on behalf of the advisory firms they serve.

Catchlight Integration Enables Scalable, Personalized Prospect Engagement

Catchlight is an AI-powered organic growth platform that gathers up to 2,000 data points on each prospect, equipping advisors with actionable insights about the prospect’s financial picture. Insights and data provided in a profile include estimated investible assets and income, age range and estimated home value, as well the Catchlight Score – a prediction of the likelihood that a prospect may convert to paid advice.

Marketing Technology Insights: Zendesk Launches AI Powered Resolution Platform to Enhance Customer Service

Through this integration, Snappy Kraken users who are signed up for Catchlight will be able to see each prospect’s Catchlight Score, estimated investible assets, estimated income and projected client revenue within the Snappy Kraken application. Plus, they will be able to see even more insights within the Catchlight application. This will enable advisors to identify their most engaged and potentially most valuable prospects and focus marketing efforts where they are likely to have the greatest impact.

“Our technology simplifies advisor growth, providing data-driven insights that help prioritize leads that are most likely to convert and deliver meaningful engagement at scale,” said Wilbur Swan, CEO & co-founder of Catchlight. “Through our integration with Snappy Kraken, we’re combining the power of AI with a proven marketing platform to help advisors meet demand for efficiency and personalization. By focusing marketing efforts where they’re most likely to succeed, advisors can optimize client acquisition, reduce costs and stay ahead in an increasingly competitive wealth management landscape”

This integration leverages AI-powered insights to provide advisors with enriched prospect data, enabling them to identify high-potential prospects, assess financial capacity and seamlessly create and deploy personalized marketing campaigns within their existing Snappy Kraken workflow. Additionally, Catchlight offers advisors a more targeted marketing approach through intelligent segmentation, allowing them to build campaigns for individual prospects, specific groups or their entire contact list.

Marketing Technology Insights: Barrett Distribution Launches E-commerce Accelerator

SOC 2 Type 2 Certification Underscores Commitment to Data Security

As enterprises increasingly prioritize marketing automation solutions with robust compliance and security measures, the SOC 2 Type 2 certification indicates Snappy Kraken and Catchlight’s readiness, willingness and ability to meet these rigorous standards. This certification signals that Snappy Kraken and Catchlight’s security controls and processes have been thoroughly tested over time, providing financial services clients with confidence that sensitive data and client information is well-protected and continuously monitored.

“Earning the SOC 2 Type 2 certification highlights Snappy Kraken’s ongoing commitment to upholding the highest security standards,” said Robert Sofia, founder and CEO of Snappy Kraken. “As the digital landscape rapidly evolves, stringent enterprise security is no longer a nice-to-have. This certification perfectly complements our integration of Catchlight, giving enterprise clients confidence that their contact data and prospect insights are safeguarded by reliable, ongoing security measures.”

With this certification, mid-market and enterprise firms using Snappy Kraken’s technology can streamline vendor due diligence and reduce compliance overhead, knowing the platform adheres to the same rigorous security standards required by large financial institutions. As Snappy Kraken expands its integrations with CRMs, lead generation providers and data enrichment services, the certification reflects the firm’s focus on protecting the growing volume of contact data collected, maintaining high levels of verified security.

Marketing Technology Insights: PostcardMania Add Snap Apart Mailers to Automated Direct Mail Solution

Source – Businesswire

For media inquiries, you can write to our MarTech Newsroom at sudipto@intentamplify.com