Marketing
Snappy Kraken
Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.
TIFIN AG
TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops. Unify data through integrations with leading CRM and WealthTech providers. Organize and enrich your data against 3rd party data providers of demographic, financial, and relational datasets.
FMG Suite
FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.
Wealth Management GPT.com
Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence.