Snappy Kraken Announces New Video Production Services to Enhance Marketing Outcomes for Financial Professionals

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced an affordable, professional video production service for financial advisors. In addition to producing studio-quality videos for advisory firms, Snappy Kraken’s video production team is now available for on-location shoots at financial services conferences and/or advisory firm office locations.


“Most advisors struggle to pull off video marketing successfully, and yet, video is vital for any modern marketing strategy. Including video on a webpage can increase conversion rates by 80%, and according to Hubspot, 90% of consumers say that video is helpful in their decision-making process,” said Snappy Kraken CEO and co-founder, Robert Sofia.

“But many advisors just don’t know where to start or how much to pay for a good quality outcome. At the same time, many advisors have fallen into the trap of doing videos just for the sake of doing videos – this only creates more noise and does not really serve the advisor as well as it should. For this reason, we see the need to help advisors better represent themselves to prospects and clients. And, for those who don’t want to come to Ormond Beach for video production, we are happy to send our traveling production team to their office – or even their conference – to capture and produce meaningful, high-quality video footage that will become a true digital asset.”

“In addition to offering video production services, we also bring a consultative approach to the engagement, helping advisors and firms understand the specific purpose for each video. Having done this for many advisors and financial enterprises over the years, I can confidently say that we bring something special to the equation. We’re not just another video production company — we’re a production team that specializes in serving the financial industry,” Sofia concludes.


In 2017, Snappy Kraken invested nearly six figures to create a state-of-the-art video production studio. At their Florida studio, the Snappy Kraken production team focuses on creating professional “interview format” videos for advisor use in automated drip marketing campaigns.

“Financial services is a people business. Clients choose the advisors they like, trust and respect. Featuring videos on an advisor’s website is a way to set their firm apart from the competition and show who they really are as a professional,” said Sofia. “Advisors who utilize a good video strategy can engage website visitors instantly with videos that show off what makes them the best choice. It’s hardly a differentiator to show a stock animated video that thousands of other advisors also have,” adds Sofia. “Our production team will handle everything so the advisor can showcase what really makes them unique.”


Snappy Kraken typically recommends that advisory firms produce a professional Homepage video that communicates how they will serve the prospective client’s needs. An About Us video that builds confidence and motivates the visitor to get in touch is a good second video to produce. Additionally, firms and advisors can show viewers the kind of person they really are with a Personal Bio video that can be featured on their website and social media profiles.

Another example of how financial firms are now using the Snappy Kraken studio is bringing in one or more of their executives to record “passion videos” for their websites and digital marketing needs. One such team: TradePMR.

“My team and I were very impressed by the experience we had in the Snappy Kraken studios shooting a series of videos for our new Get There campaign,” said Robb Baldwin, founder and CEO of TradePMR. “Some of us used the teleprompter; others just mentally prepared and spoke from the heart. We appreciated having the side room for final preparations before entering the actual studio to shoot our individual segments. Snappy Kraken offered us a makeup artist and a beautiful set, including three camera angles, professional lighting and sound. They were patient when a retake was necessary and provided good advice on how to look and feel our best during the daylong session,” Baldwin concludes.


While the studio is the center of the production services, the Snappy Kraken team is also mobile-ready and can go “on the road” to shoot on location. “Some firms have asked us to come to their offices or to shoot at a conference location. This allows us to capture people in the environment where they feel most comfortable,” adds Sofia.

“Having professionally produced video on the homepage of an advisor’s website is vitally important today. Further, the first video the website visitor watches needs to be all about them – meaning that the video must hit squarely on the visitor’s dreams and needs. The home page video should not simply be all about the advisory firm and how they serve clients,” said Sofia.

The Snappy Kraken production team is also equipped to set up and produce engaging video in a financial services conference setting. Examples include:

Daily recap videos to play for the audience and/or to get people excited about next year’s conference:

Sponsor and speaker interview videos for promotion on social media and on the conference site:

“Snappy Kraken produced all of the official conference videos from this year’s T3 Technology Conference for financial advisors,” said Joel Bruckenstein, CFP®, producer of T3 Technology Tools for Today, which provides a suite of informative solutions for financial services and financial advisory firms. “The onsite team did a great job and we are already in discussions about how Snappy Kraken can play a role at future T3 events.”

“I loved how the Snappy Kraken team supported our PR and marketing plan for T3,” said Marie Swift, president and CEO of Impact Communications, who worked with Bruckenstein to produce and promote the T3 Advisor event. “I’ve worked with numerous video production and digital marketing teams over the years, so have a good basis for comparing how Snappy Kraken stacks up to the competition; I was impressed, in every way.”


Snappy Kraken will be participating at TradePMR’s annual Synergy conference in San Diego, May 16-18, 2018. Experts from the Snappy Kraken team will provide free 1:1 advice to advisors attending the Branding Reception, which includes 3-hours of mini-presentations and real-time branding guidance in a more relaxed setting. Throughout the conference, attendees will have the opportunity to network with Snappy Kraken and other industry experts, sponsors and peers. They can ask for free website analysis, social media and digital marketing advice, compliance consultation, and more. Snappy Kraken will be focused on sharing best practices for video production and how to create a results-oriented, omni-channel marketing plan.


Snappy Kraken is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more. Clicks, opens, and shares are managed and tracked from within a single dashboard. Learn more about Snappy Kraken at

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