Snappy Kraken Announces Integration With Catchlight to Scale Personalized Prospect Engagement, Completes SOC 2 Type 2 Certification
, the martech innovator powering simpler, smarter advisor marketing, today announced its integration with Catchlight, the organic growth platform that provides data and insights on leads and clients. The integration offers advisors and enterprises the ability to implement personalized prospect engagement with relevant messaging at scale. In addition, both Snappy Kraken and Catchlight have completed their Service Organization Control (SOC) 2 Type 2 certification, a third-party audit on data security protocols. Issued by the American Institute of Certified Public Accountants (AICPA), this certification underscores Snappy Kraken and Catchlight's commitment to maintaining the highest standards for data protection and operational excellence on behalf of the advisory firms they serve.
Catchlight Integration Enables Scalable, Personalized Prospect Engagement
Catchlight is an AI-powered organic growth platform that gathers up to 2,000 data points on each prospect, equipping advisors with actionable insights about the prospect's financial picture. Insights and data provided in a profile include estimated investible assets and income, age range and estimated home value, as well the Catchlight Score – a prediction of the likelihood that a prospect may convert to paid advice.
Through this integration, Snappy Kraken users who are signed up for Catchlight will be able to see each prospect's Catchlight Score, estimated investible assets, estimated income and projected client revenue within the Snappy Kraken application. Plus, they will be able to see even more insights within the Catchlight application. This will enable advisors to identify their most engaged and potentially most valuable prospects and focus marketing efforts where they are likely to have the greatest impact.
'Our technology simplifies advisor growth, providing data-driven insights that help prioritize leads that are most likely to convert and deliver meaningful engagement at scale,' said Wilbur Swan, CEO & co-founder of Catchlight. 'Through our integration with Snappy Kraken, we're combining the power of AI with a proven marketing platform to help advisors meet today's demand for efficiency and personalization. By focusing marketing efforts where they're most likely to succeed, advisors can optimize client acquisition, reduce costs and stay ahead in an increasingly competitive wealth management landscape'
This integration leverages AI-powered insights to provide advisors with enriched prospect data, enabling them to identify high-potential prospects, assess financial capacity and seamlessly create and deploy personalized marketing campaigns within their existing Snappy Kraken workflow. Additionally, Catchlight offers advisors a more targeted marketing approach through intelligent segmentation, allowing them to build campaigns for individual prospects, specific groups or their entire contact list.
SOC 2 Type 2 Certification Underscores Commitment to Data Security
As enterprises increasingly prioritize marketing automation solutions with robust compliance and security measures, the SOC 2 Type 2 certification indicates Snappy Kraken and Catchlight's readiness, willingness and ability to meet these rigorous standards. This certification signals that Snappy Kraken and Catchlight's security controls and processes have been thoroughly tested over time, providing financial services clients with confidence that sensitive data and client information is well-protected and continuously monitored.
'Earning the SOC 2 Type 2 certification highlights Snappy Kraken's ongoing commitment to upholding the highest security standards,' said Robert Sofia, founder and CEO of Snappy Kraken. 'As the digital landscape rapidly evolves, stringent enterprise security is no longer a nice-to-have. This certification perfectly complements our integration of Catchlight, giving enterprise clients confidence that their contact data and prospect insights are safeguarded by reliable, ongoing security measures.'
With this certification, mid-market and enterprise firms using Snappy Kraken's technology can streamline vendor due diligence and reduce compliance overhead, knowing the platform adheres to the same rigorous security standards required by large financial institutions. As Snappy Kraken expands its integrations with CRMs, lead generation providers and data enrichment services, the certification reflects the firm's focus on protecting the growing volume of contact data collected, maintaining high levels of verified security.
These announcements follow the release of Snappy Kraken's Enterprise Hub, an AI-driven marketing technology solution that offers large financial services organizations complete flexibility, control and robust data analytics over their advisors' marketing activities. For more information on the Snappy Kraken and Catchlight integration, please visit: snappykraken.com/catchlight.
About Snappy Kraken
Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Each of these marketing campaigns is informed by rich data.
Snappy Kraken's innovative approach has earned the company widespread recognition. In 2024, Snappy Kraken received the Wealth Management Industry Award (Wealthie) for Digital Campaign of the Year for its Behavior Gap Audience Builder, and in 2023, it won the Wealthie for Thought Leadership for the Jolt! Conference. The company was also awarded Financial Planning's 2024 Innovation Awards for its AI-Powered Email Builder and, for four consecutive years, was named Best Overall Content Marketing Software by MarTech Breakthrough (2019-2023). In recent years, Snappy Kraken also ranked #8 and #3 on Financial Planning's Best Fintechs to Work For lists.
To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions, and to use the new and enhanced tools recently announced, visit SnappyKraken.com.
About Catchlight
Born within Fidelity Labs, Catchlight helps firms grow organically. The proprietary technology builds data-rich lead profiles that include deep insights about their prospects and clients to pinpoint the best opportunities. By enabling firms with elusive data and insights Catchlight can help firms gain efficiency, boost conversion, and grow AUM more strategically. Catchlight is used by firms and banks nationwide including Fidelity Investments and Mercer Global Advisors. For more information, visit www.catchlight.ai or email at [email protected]. Follow Catchlight on LinkedIn. ©2024 Catchlight Insights LLC. All rights reserved.
Catchlight SM is offered by Catchlight Insights LLC. Catchlight and any other third parties mentioned are independent entities and not affiliated. Mentioning them does not suggest a recommendation or endorsement.
For Snappy Kraken
[email protected] Brazil
214-773-7114Jason Lahita
[email protected]
973-460-7837For Catchlight
Kelsey Woodbridge
[email protected]
SOURCE: Snappy Kraken
Copyright Business Wire 2025.
PUB: 04/02/2025 09:08 AM/DISC: 04/02/2025 09:08 AM
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
4 days ago
- Yahoo
ERI's Kevin Dillon Describes Best Practices for the Safe and Responsible Handling of Batteries at Battery and Critical Metals Recycling Conference
NASHVILLE, Tenn., June 11, 2025--(BUSINESS WIRE)--Kevin Dillon, Co-Founder and Chief Marketing & Sales Officer of ERI, the nation's leading recycler of electronics and circular ITAD services provider, was a featured panelist on the subject of sustainable battery recycling at the Battery and Critical Metals Recycling Conference yesterday at the Loews Vanderbilt Hotel in Nashville. In the panel, moderated by Susan Eppes, Corporate Safety Manager for Waste Connections, Dillon spoke as part of a roundtable discussion examining end-of-life batteries from consumer electronics and other devices used in today's homes and workplaces and the e-mobility sector. He shared best practices for safely handling and disposing of batteries while reducing risks like contamination and fire hazards. "I'm honored to have been invited to participate in this important discussion alongside my industry colleagues," said Dillon. "There are many protocols and practices that companies can take to help minimize risk, and I'm glad we were able to share that information with our peers at the conference. Our friends at Recycling Today continue to produce vitally important impact events, and this week's timely and informative gathering was no exception." David Lewis from WM; Andrew Gardner from Ascend Elements; and Jordan Vexler from Monterrey Metal Recycling Solutions were also on the panel. "The proliferation of electronic consumer goods, industrial and commercial equipment and, increasingly, electric vehicles is creating an enormous flow of end-of-life batteries," said James Keefe, publisher of the Recycling Today Media Group, who produced the conference. "Only a small percentage of these batteries are collected and recycled. Our event was designed to examine the issues surrounding battery and critical metals recovery and recycling. We thank the thought leaders who participated in these powerful sessions." ERI is the largest fully integrated IT and electronics asset disposition provider and responsible hardware destruction company in the United States. ERI is certified at the highest level by all leading environmental and data security oversight organizations to de-manufacture, recycle, and refurbish every type of electronic device in an environmentally responsible manner. It is the first and only company in its industry to achieve carbon neutrality at all its facilities nationwide, and the first to achieve ISO 27001 and SOC 2 Type II certifications for security and data protection. ERI has the capacity to process more than a billion pounds of electronic waste annually at its eight certified locations, serving every zip code in the United States. ERI's mission is to protect people, the planet and privacy. For more information about ITAD services and e-waste recycling at ERI, call 1-800-ERI-DIRECT or visit View source version on Contacts Media contact: Paul Williams, 310/569-0023,
Business Wire
4 days ago
- Business Wire
ERI's Kevin Dillon Describes Best Practices for the Safe and Responsible Handling of Batteries at Battery and Critical Metals Recycling Conference
NASHVILLE, Tenn.--(BUSINESS WIRE)--Kevin Dillon, Co-Founder and Chief Marketing & Sales Officer of ERI, the nation's leading recycler of electronics and circular ITAD services provider, was a featured panelist on the subject of sustainable battery recycling at the Battery and Critical Metals Recycling Conference yesterday at the Loews Vanderbilt Hotel in Nashville. In the panel, moderated by Susan Eppes, Corporate Safety Manager for Waste Connections, Dillon spoke as part of a roundtable discussion examining end-of-life batteries from consumer electronics and other devices used in today's homes and workplaces and the e-mobility sector. He shared best practices for safely handling and disposing of batteries while reducing risks like contamination and fire hazards. 'I'm honored to have been invited to participate in this important discussion alongside my industry colleagues,' said Dillon. 'There are many protocols and practices that companies can take to help minimize risk, and I'm glad we were able to share that information with our peers at the conference. Our friends at Recycling Today continue to produce vitally important impact events, and this week's timely and informative gathering was no exception.' David Lewis from WM; Andrew Gardner from Ascend Elements; and Jordan Vexler from Monterrey Metal Recycling Solutions were also on the panel. 'The proliferation of electronic consumer goods, industrial and commercial equipment and, increasingly, electric vehicles is creating an enormous flow of end-of-life batteries,' said James Keefe, publisher of the Recycling Today Media Group, who produced the conference. 'Only a small percentage of these batteries are collected and recycled. Our event was designed to examine the issues surrounding battery and critical metals recovery and recycling. We thank the thought leaders who participated in these powerful sessions.' ERI is the largest fully integrated IT and electronics asset disposition provider and responsible hardware destruction company in the United States. ERI is certified at the highest level by all leading environmental and data security oversight organizations to de-manufacture, recycle, and refurbish every type of electronic device in an environmentally responsible manner. It is the first and only company in its industry to achieve carbon neutrality at all its facilities nationwide, and the first to achieve ISO 27001 and SOC 2 Type II certifications for security and data protection. ERI has the capacity to process more than a billion pounds of electronic waste annually at its eight certified locations, serving every zip code in the United States. ERI's mission is to protect people, the planet and privacy. For more information about ITAD services and e-waste recycling at ERI, call 1-800-ERI-DIRECT or visit
Business Wire
4 days ago
- Business Wire
Securities Fraud Investigation Into Sable Offshore Corp. (SOC) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
LOS ANGELES--(BUSINESS WIRE)-- The Law Offices of Frank R. Cruz announces an investigation of Sable Offshore Corp. ('Sable' or the 'Company') (NYSE: SOC) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON SABLE OFFSHORE CORP. (SOC), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On May 19, 2025, Sable announced that it had resumed oil production from one of three offshore platforms related for its Las Flores pipelines ('Onshore Pipeline') in California. Then, on May 23, 2025, the California State Land Commission sent Sable a letter regarding its May 19th announcement, warning that it 'appears to mischaracterize the nature of recent activities, causing significant public confusion and raising questions regarding Sable's intentions,' and that Sable had conflated offshore well testing activities required by a federal regulatory agency with the restart of operations. Then, on May 28, 2025, the Santa Barbara County Superior Court approved a preliminary injunction from the California Coastal Commission regarding Sable's maintenance and repair work in the coastal zone related to the Onshore Pipeline. On this news, Sable's stock price fell $5.04, or 15.3%, to close at $27.89 per share on May 28, 2025, thereby injuring investors. Contact Us To Participate or Learn More: If you purchased Sable securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us: The Law Offices of Frank R. Cruz, 2121 Avenue of the Stars, Suite 800, Century City, California 90067 Call us at: 310-914-5007 Email us at: info@ Visit our website at: Follow us for updates on Twitter at If you inquire by email, please include your mailing address, telephone number, and number of shares purchased. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
