Pricing for Convos starts at $19 a month with an additional 10 cents per outbound message, while received messages are free. Financial advisers can set up appointments via text message, and there is also a widget that can be placed on advisers’ websites to direct clients to Convos. The most innovative marketing platform for advisers. The pre-generated content includes general conversation starters and specific financial-related information. Snappy Kraken says it will create new and engaging text messaging marketing content each month to keep conversations fresh, and the “Leads Never Cold” feature automatically keeps conversations going with a client to help drive engagement and retention. Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors. Additionally, for broker/dealer (B/D) partners, Convos integrates with MyRepChat to make compliance easier. Messages are Financial Industry Regulatory Authority (FINRA) reviewed in advance to ensure compliance. These messages are then sent either to a specific client or broadcast a message out to a larger group. 2 Setup Your Account (It's Super Simple) Simply add your contact info, logo, and disclosures etc. Scale Your Marketing Automatically 1 Claim Your Ad Territory Check to see if your territory is still available. Through the service, advisers can send messages from either their existing office phone number or create a new phone number. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms. Snappy Kraken’s Convos tool takes advantage of this powerful opportunity to connect with, engage and retain clients.” “We all know from personal experience that when we get a text message our eyes immediately veer to our cellphone. “People want to deepen existing relationships and communicate in real-time, so our Convos app allows for that personalization, and for people to receive their messaging on the device that is practically glued to their hand,” says Robert Sofia, founder and chief executive officer at Snappy Kraken. Notably, Convos integrates into major customer relationship management platforms, including Salesforce, WealthBox and Redtail Technology. To harness this, the firm says, Convos “puts instantaneous communications at an adviser’s fingertips through a desktop app with an intuitive dashboard that is as easy to use as iMessage.” In launching Convos, Snappy Kraken cites internal survey data that suggests text messages have a six times higher open rate compared with marketing emails-with significantly shorter waiting-to-open times. By virtue of visiting this site or interacting with any portion of this site, you agree that you’re fully responsible for the investments you make and any outcomes that may result.The financial services marketing company Snappy Kraken has announced the launch of a new solution called Convos, which creates an opportunity for advisers to exchange timely and compliant text messages with their clients. You should perform your own due diligence and use your own best judgment prior to making any investment decision pertaining to your business. If you would rather that I not be compensated for these recommendations, go to Google and search for the item and find a non-affiliate link to use. I do recommend many products and services to my clients which I do not use myself. I recommend resources that I use myself, unless it specifically states that I do not use that resource. You should assume that products, programs or personal recommendations made by Ravi Abuvala, may result in compensation paid to me by those I recommend. These results are meant as a showcase of what the best, most motivated clients have done and should not be taken as average or typical results. Results may vary and testimonials are not claimed to represent typical results.
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