PERSONALIZED MARKETING FUELED BY REAL CLIENT INSIGHTS

Nitrogen + Snappy Kraken

Advisors using Nitrogen and Snappy Kraken together can unlock smarter, more timely marketing — powered by the insights you’re already gathering. Whether it’s a client’s Risk Number or lead engagement signals, you can automatically trigger relevant messaging that builds trust, drives conversations, and deepens relationships. And with 68% of clients open to switching advisors for more personalized, tech-driven communication, the opportunity to stand out has never been greater.

Included in:
  • Marketing and Engagement
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Turn Insights Into Impact

Your Nitrogen data isn’t just for meetings, it’s marketing fuel. With Snappy Kraken, you can:

  • Segment contacts based on Nitrogen insights like Risk Numbers, financial goals, or lead source
  • Deliver hyper-relevant campaigns that speak directly to each segment
  • Automate client engagement between meetings, keeping you top-of-mind
  • Book more conversations with personalized 1:1 outreach powered by engagement data

It’s like cloning your best follow-up process and running it on autopilot.

How Snappy Kraken Works with Your Nitrogen Insights

Advisors don’t need more tools — they need their tools to work better together. That’s exactly what happens when you connect Snappy Kraken with Nitrogen. 

1. Add Nitrogen Tools Directly Into Marketing Campaigns

Turn marketing into meetings by including Nitrogen’s most powerful client-facing tools in your outreach.

  • Add the Risk Questionnaire to emails and landing pages
  • Invite prospects to complete a portfolio analysis or book a discovery call
  • Include Nitrogen calls-to-action that drive immediate next steps

All Snappy Kraken campaigns are customizable. You can add your tools and links directly into campaigns so they drive real results.

2. Personalize Campaigns Using Nitrogen Insights

Use Nitrogen data — like Risk Numbers, financial goals, or meeting activity — to trigger relevant campaigns and create more meaningful touchpoints.

  • Segment contacts automatically by risk tolerance, age, interests, and more
  • Choose from 200+ pre-built campaigns across topics like:
     • High-net-worth marketing
     • Retirement planning
     • Tax strategy
     • Market volatility education
     • Client appreciation and relationship-building
  • Automate delivery to the right person at the right time

Whether it’s nurturing new leads or deepening client trust, Snappy Kraken helps you deliver a personalized experience at scale without extra work.

Featured: Lead Generation Campaign — Built for Growth

Featured campaign spotlight: the Nitrogen Lead Generation Campaign powered by Snappy Kraken. Designed for advisors using both platforms, this campaign helps turn curiosity into new leads and booked meetings, all without heavy lift.

Click here to view the Nitrogen Lead Generation Campaign

How It Works

  • Engage with Nitrogen’s Risk Questionnaire — automatically embedded quiz within your campaign.
  • Automate nurturing emails — keep prospects engaged with tailored messaging that moves them toward action.
  • Instant notifications for new leads — advisors get alerts so they can follow up while interest is hot.
  • Built?in landing page + widget — optimized for conversion right out of the box.

This campaign saves time and delivers consistent results by helping advisors capture attention, cultivate interest, and book appointments, all with automated flow and expert content.

Get More From the Tools You Already Use

If you’re using Nitrogen, you already have powerful insights. Snappy Kraken helps you act on them — consistently, intelligently, and automatically.

Click here to watch our latest joint webinar, The Nurture Engine, to see how leading advisors are using tools like Nitrogen and Snappy Kraken to turn client insights into meaningful outreach.

Watch our latest joint webinar, The Nurture Engine, to see how leading advisors are using tools like Nitrogen and Snappy Kraken to turn client insights into meaningful outreach.

GET YOUR INTEGRATION REPORT

Want to try our interactive tech stack builder?

With our easy-to-use Tech Stack Builder, you can select the technology you use at your company, and receive step-by-step instructions on how to integrate Nitrogen with your existing software. Say goodbye to frustrating integrations and hello to a more streamlined and efficient workflows with Nitrogen!

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