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Let’s set up a time to walk through your business goals, and see how Convos can help.
Efficiently text your clients and prospects
Automate compliance and check-in flows
New appointment-driving campaigns each week
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Snappy Kraken
I’m not currently using Snappy Kraken
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First name
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Snappy Kraken
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Let's deploy your
marketing strategy!
Preferred area code
Preferred area code
First name
First name
Last name
Last name
Email
Email
Phone number
Phone number
How did you hear about us?
Twitter
Facebook
LinkedIn
Google
SEI
Snappy Kraken
Convos Member
Sales Outreach
Other
(Please specify)
How did you hear about us?
How did you hear about us?
Which best describes you?
RIA Only
(I handle my own compliance)
RIA Only
(I answer to a compliance authority)
Broker Dealer Rep Only
Hybrid Adviser at a B/D & RIA
Insurance Agent Only
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At this time, the Convos platform is only available to Snappy Kraken members, but will soon open up to all advisors!
