Snappy Kraken, the martech platform simplifying advisor marketing, has announced a powerful new integration with Catchlight, an AI-driven growth platform that surfaces in-depth prospect intelligence. This partnership brings together two innovative tools designed to fuel personalized, scalable marketing for financial advisors and enterprise firms.

Beyond the integration, both companies also confirmed completion of SOC 2 Type 2 certification, underscoring their shared commitment to data security, compliance, and operational excellence.

Catchlight Integration: Scaling Smart, Personalized Prospecting

Catchlight uses AI to analyze up to 2,000 data points per prospect—giving advisors a detailed financial snapshot of potential clients, including their estimated investible assets, income, age range, home value, and a Catchlight Score, which predicts conversion potential.

Through the new integration:

• Snappy Kraken users with Catchlight accounts can view Catchlight data—like estimated income and projected client revenue—directly within Snappy Kraken’s interface.

• Additional, deeper insights are accessible within the Catchlight app, giving advisors a 360-degree view of each lead.

• Advisors can now focus on high-intent prospects, deploying more personalized, timely, and relevant campaigns.

• The result: higher marketing efficiency, reduced acquisition costs, and improved lead-to-client conversion rates.

“By combining Catchlight’s intent insights with Snappy Kraken’s automation and content tools, we’re helping advisors do more with less—driving growth at scale,” said Wilbur Swan, CEO of Catchlight.

AI-Driven Marketing with Precision Targeting

The integration enables advisors to deploy marketing that’s as intelligent as the data behind it. Key capabilities include:

• Enriched Prospect Profiles – Catchlight’s AI-generated data enriches each lead with contextual financial intelligence.

• Campaign Segmentation – Advisors can tailor campaigns for individuals, groups, or full audiences based on shared characteristics or financial readiness.

• Personalized Content Deployment – Campaigns can be automatically customized and launched within Snappy Kraken’s interface, allowing for real-time personalization at scale.

This synergy is especially valuable in today’s competitive wealth management space, where prospects expect hyper-relevant content and seamless engagement from day one.

SOC 2 Type 2 Certification: Strengthening Enterprise Security

Snappy Kraken and Catchlight have both achieved SOC 2 Type 2 certification, a major milestone for fintech companies serving regulated industries. Issued by the AICPA, this certification affirms that their systems meet stringent standards for data privacy, availability, processing integrity, and security.

What This Means for Advisors and Firms:

• Stronger compliance posture for advisors working with regulated data.

• Reduced vendor due diligence burden for enterprise clients.

• Ongoing monitoring and security auditing to protect sensitive client information.

“The SOC 2 Type 2 certification is not just a box to check—it’s proof of our ongoing investment in protecting advisor data and client trust,” said Robert Sofia, CEO of Snappy Kraken.

Enterprise Readiness and Future Expansion

These announcements follow the recent release of Snappy Kraken’s Enterprise Hub, a centralized marketing control center for large financial services organizations. The platform offers:

• Custom campaign management across distributed advisor teams

• AI-powered analytics and performance tracking

• Enhanced oversight and brand compliance tools

As Snappy Kraken continues to expand its integration ecosystem—including CRM platforms, lead gen services, and data enrichment tools—the SOC 2 Type 2 certification reinforces the company's commitment to enterprise-grade reliability and security.

The Snappy Kraken–Catchlight integration, combined with SOC 2 Type 2 compliance, represents a significant step forward in data-driven, compliant, and scalable advisor marketing. With enriched insights and secure workflows now at their fingertips, advisors can engage more effectively, prioritize high-value leads, and streamline their path to growth.

For mid-market and enterprise firms, this evolution means a faster, more secure route to measurable marketing ROI—and a competitive edge in a complex digital landscape.