# Why Personalization Wins

Your clients don’t want a boilerplate newsletter — they want you. Levitate helps you keep your outreach authentic with personal, one-to-one marketing that builds trust (and referrals).

“

After leaving Snappy Kraken, our open rates hit 91%. We automated our card process without losing our personal touch.”

Sean Hollitz

Founder, BlackDiamond Wealth

[Get a personalized demo now!](https://www.levitate.ai/compare/levitate-vs-snappy-kraken#compare-cta-form)

## Real Client Wins

85% increase in efficiency

"Levitate is probably one of the best pieces of Fintech that we have in our stack. It’s right there with our CRM and financial planning software. We couldn’t function these days without it."

Jamie Englebert

Co-Founder, Englebert Financial Advisers

With Levitate, I get content that’s already 95% in our voice.

“Levitate has helped us communicate more authentically with our clients — and that authenticity is at the heart of everything we do"

Cory M.

Independent Financial Services Firm, Director of Marketing

It’s worth every penny in time and client engagement.

Kevin I.

Owner & Managing Director, Investment Insights LLC

We found the right relationship with Levitate

"We thought that FMG Suite was a little too in-depth. We thought Snappy Kraken was a little too commercial.

We found the right relationship with Levitate to fit what we were looking for."

Ross C.

President & Founder, King Tide Advisors

$20k+ in new business.

“One Levitate email campaign brought in over $20,000 in new business.”

Timothy Walt

Founder, CVW Financial

It’s going to streamline your processes, save you time

"In this business, everything revolves around service.

Levitate gives you the tools to personalize and customize interactions, making each client feel like they’re your only client. It’s going to streamline your processes, save you time, and enhance your client communication. "

Sean Hollitz

Founder, BlackDiamond Wealth

## Levitate vs. Snappy Kraken:

## Feature Breakdown

Feature

Personalized Email

1:1 emails from your Outlook/Gmail + HTML when needed, average open rates of 74%!

Mass email campaigns only, no direct 1:1 sends, average open rates of 29.5%

Social Media Content & Scheduling

Curated posts with scheduling + expert guidance

Available but often “set it and forget it” style

Blog Content & Scheduling

AI-assisted blogs tailored to your voice

Limited control over tone; heavy on automation

Dedicated Success Specialist

Marketing help every step of the way to make planning & scheduling easier

Not included

Text Messaging

Fully compliant, personalized texting

Compliant texting available only via upgraded tool

Meeting Booking

Branded, calendar-integrated links

Scheduling link can be inserted is paying for upgraded tool; not a built‑in calendar

Google Review Management

Dashboard for easy review assessments, built-in tracking + reminders

Not included

AI Google Review Responses

AI auto-generates branded, compliant replies

Not available

AI Assistant

Designed to help you quickly find info to reach out easily and personally

No advisor-focused AI tools

Tagging & Contact Management

Tagging, segmentation, ability to sync with Redtail/ Outlook/ Salesforce and more

Minimal customization of client profiles

## Why Levitate Works

#### Personal emails from your real inbox… no mass blasts here

[Learn More](https://www.levitate.ai/feature/email-automations)

#### Simple content approval process, making compliance a breeze

[Learn More](https://www.levitate.ai/feature/content)

#### Scaled authenticity with tagging, automations & ready-made industry-specific content

[Learn More](https://www.levitate.ai/feature/social-media)

#### Success specialists helping you at every step

[Learn More](https://www.levitate.ai/feature/surveys)

# Ready to go from generic to genuine?

First Name

Last Name

Email Address

Phone Number

IndustrySelect one...InsuranceFinancialLegalAccountingNonprofitHome ServicesReal EstateMortgageOtherHow did you hear about us?Select one...Google SearchReferralI'm a current customerAssociation or PartnerLinkedInFacebook or InstagramConference3rd Party Review SitePodcastCommercialI used Levitate in the past

Referral Source

Which conference?

Which association or partner?