# 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                        | Levitate                                        | Snappy Kraken                           |
|--------------------------------|------------------------------------------------|----------------------------------------|
| 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)