vs.

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
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AI Prompt and Result example featuring an image of Lev the Lion

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.
"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."
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

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Simple content approval process, making compliance a breeze

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

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Success specialists helping you at every step

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