FPA PlannerSearch 将从静态目录转变为一个互动平台，通过行为和数据驱动的智能将消费者与合格的 CFP®专业人士连接起来
, /PRNewswire/ -- 金融规划协会® (FPA®)，作为认证财务规划师®专业人士的领先会员组织和行业协会，今天宣布与 Snappy Kraken 建立多年的战略合作伙伴关系，以重建和重新推出 FPA PlannerSearch，成为一个可衡量的、高信任度的新客户引导引擎。20 多年来，FPA PlannerSearch 帮助消费者与 CFP®专业人士建立联系。通过这项新合作，它将从一个目录演变为一个数据驱动的平台，根据消费者的需求、专业知识和共同价值观将其与财务规划师匹配。
“我们正在优化 FPA PlannerSearch，以提高规划师的可见性，并突出财务规划的独特之处，”FPA 首席执行官 Dennis Moore，MBA，CFP® 表示。“通过与 Snappy Kraken 的合作，我们为规划师提供了清晰的方向、资源和可衡量的营销工具。这个更新的平台将反映 FPA 对支持会员和使财务规划更易获得的承诺。”
新平台将专注于五个战略转变：
<ul>
<li>明确整体财务规划的价值： 将 FPA 会员定位为受托人、以关系为驱动的专业人士，专注于财务规划过程。</li>
<li>动态匹配而非静态列表： 使用结构化数据、丰富的个人资料和消费者输入，根据专业化和理念将个人与规划师匹配。</li>
<li>在消费者所在之处满足他们的需求： 随着越来越多的消费者使用人工智能（AI）进行搜索，提高 FPA PlannerSearch 在 AI 环境中的可见性。</li>
<li>可衡量的引导流量： 将搜索流量转化为合格的介绍，提供可追踪的引导活动和可操作的后续跟进。</li>
<li>会员参与： 鼓励持续的个人资料管理和数据完整性，以实现实时准确性和平台范围内的参与。</li>
</ul>
Snappy Kraken 将提供引导捕获、评分、路由和自动化培育，将搜索活动转化为结构化的客户获取工作流程。它还将把新的 FPA PlannerSearch 功能集成到 FPA 会员网站中，包括规划师发布的思想领导和教育内容，旨在提高搜索中的 AI 可见性并改善网站引导捕获指标。
“消费者需要清晰、信任和行动的理由，”Snappy Kraken 首席执行官 Robert Sofia 表示。“FPA PlannerSearch 已经赢得了信誉，现在凭借正确的数据和参与引擎，它可以成为消费者寻找 CFP®专业人士的最高信任路径，并为 FPA 会员创造可衡量的增长。”
作为这项多年的合作伙伴关系的一部分，Snappy Kraken 将作为 FPA 的特约合作伙伴，融入协会的更广泛生态系统，包括全国活动和会员项目，并为 FPA 会员提供独家折扣和增强服务。开发工作已经开始，计划在夏末推出市场，所有当前的 FPA PlannerSearch 会员将在新平台上线后自动过渡。FPA 和 Snappy Kraken 共同旨在重新定义消费者在 AI 驱动的世界中发现财务规划师的方式，将体验锚定在信任、数据完整性和可衡量的结果上。
关于金融规划协会
金融规划协会® (FPA®) 是认证财务规划师®专业人士及参与财务规划过程的人员的领先会员组织和行业协会。FPA 是 CFP®专业人士在规划中的合作伙伴，通过实践支持、学习、倡导和网络帮助他们实现专业成就的愿景。了解更多关于 FPA 的信息，请访问 financialplanningassociation.org。
关于 Snappy Kraken Snappy Kraken 是一家屡获殊荣的营销技术（martech）公司，为金融服务行业提供原创内容、营销自动化、个性化网站设计和大胆独特的营销活动。每个营销活动都基于丰富的数据。
Snappy Kraken 的创新方法使公司获得了广泛的认可。在 2024 年，Snappy Kraken 获得了财富管理行业奖（Wealthie）数字活动年度奖和 ThinkAdvisor Luminaries 营销卓越奖。该公司还因其 AI 驱动的电子邮件构建器获得了金融规划 2024 创新奖，并连续四年被 MarTech Breakthrough 评选为最佳整体内容营销软件（2019-2023）。近年来，Snappy Kraken 还在金融规划的最佳金融科技公司工作榜单中排名第 8 和第 3。
要了解更多关于 Snappy Kraken 为财务顾问提供的解决方案，包括白标企业解决方案，以及使用最近宣布的新工具和增强工具，请访问 SnappyKraken.com。
来源：金融规划协会
<img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI1Jk5ld3NJdGVtSWQ9REM5NDQ1MCZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjUwOTA4UFJfTkVXU19VU1BSX19fX19EQzk0NDUw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI1Jk5ld3NJdGVtSWQ9REM5NDQ1MCZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjUwOTA4UFJfTkVXU19VU1BSX19fX19EQzk0NDUw"/>

金融规划协会（FPA）与 Snappy Kraken 合作，将 FPA PlannerSearch 转变为一个高信任度的潜在客户引擎。这个新平台将利用数据驱动的智能将消费者与合格的 CFP 专业人士连接起来。主要功能包括动态匹配、在 AI 环境中的可见性提升以及可衡量的潜在客户流。此次合作旨在增强会员参与度并为规划师提供资源。开发工作正在进行中，计划于夏末推出，允许现有会员自动过渡到新平台

FPA PlannerSearch to transform from a static directory into an interactive platform that connects consumers with qualified CFP® professionals through behavioral and data-driven intelligence
<div class="lb-trans">FPA PlannerSearch 将从静态目录转变为一个互动平台，通过行为和数据驱动的智能将消费者与合格的 CFP®专业人士连接起来
</div>, /PRNewswire/ -- The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, today announced a multi-year strategic partnership with Snappy Kraken to rebuild and relaunch FPA PlannerSearch as a measurable, high-trust new client lead engine. For over 20 years, FPA PlannerSearch has helped consumers connect with CFP® professionals. With this new partnership, it evolves from a directory into a data-driven platform that matches consumers with financial planners based on their needs, expertise, and shared values.
<div class="lb-trans">, /PRNewswire/ -- 金融规划协会® (FPA®)，作为认证财务规划师®专业人士的领先会员组织和行业协会，今天宣布与 Snappy Kraken 建立多年的战略合作伙伴关系，以重建和重新推出 FPA PlannerSearch，成为一个可衡量的、高信任度的新客户引导引擎。20 多年来，FPA PlannerSearch 帮助消费者与 CFP®专业人士建立联系。通过这项新合作，它将从一个目录演变为一个数据驱动的平台，根据消费者的需求、专业知识和共同价值观将其与财务规划师匹配。
</div>&#34;We are refining FPA PlannerSearch to increase visibility for planners and highlight what makes financial planning unique,&#34; said Dennis Moore, MBA, CFP®, CEO of FPA. &#34;By partnering with Snappy Kraken, we're giving planners clarity, resources, and measurable marketing tools. This updated platform will reflect FPA's commitment to supporting members and making financial planning more accessible.&#34;
<div class="lb-trans">“我们正在优化 FPA PlannerSearch，以提高规划师的可见性，并突出财务规划的独特之处，”FPA 首席执行官 Dennis Moore，MBA，CFP® 表示。“通过与 Snappy Kraken 的合作，我们为规划师提供了清晰的方向、资源和可衡量的营销工具。这个更新的平台将反映 FPA 对支持会员和使财务规划更易获得的承诺。”
</div>The new platform will focus on five strategic shifts:
<div class="lb-trans">新平台将专注于五个战略转变：
</div><ul>
<li>Clarify the Value of Holistic Financial Planning: Position FPA members as fiduciary, relationship-driven professionals, focused on the financial planning process.</li>
<li>Dynamic Matching Over Static Listings: Use structured data, enriched profiles, and consumer input to match individuals with planners based on specialization and philosophy.</li>
<li>Meet Consumers Where They Are: With more consumers using artificial intelligence (AI) to search, increase FPA PlannerSearch visibility in AI environments.</li>
<li>Measurable Lead Flow: Turn search traffic into qualified introductions with trackable lead activity and actionable follow-up.</li>
<li>Member Engagement: Encourage consistent profile management and data integrity for real-time accuracy and platform-wide engagement.</li>
</ul>
<div class="lb-trans"><ul>
<li>明确整体财务规划的价值： 将 FPA 会员定位为受托人、以关系为驱动的专业人士，专注于财务规划过程。</li>
<li>动态匹配而非静态列表： 使用结构化数据、丰富的个人资料和消费者输入，根据专业化和理念将个人与规划师匹配。</li>
<li>在消费者所在之处满足他们的需求： 随着越来越多的消费者使用人工智能（AI）进行搜索，提高 FPA PlannerSearch 在 AI 环境中的可见性。</li>
<li>可衡量的引导流量： 将搜索流量转化为合格的介绍，提供可追踪的引导活动和可操作的后续跟进。</li>
<li>会员参与： 鼓励持续的个人资料管理和数据完整性，以实现实时准确性和平台范围内的参与。</li>
</ul>
</div>Snappy Kraken will power lead capture, scoring, routing, and automated nurturing, converting search activity into structured client acquisition workflows. It will also integrate new FPA PlannerSearch features into FPA member websites, including planner-published thought leadership and educational content designed to increase AI visibility in search and improve website lead-capture metrics.
<div class="lb-trans">Snappy Kraken 将提供引导捕获、评分、路由和自动化培育，将搜索活动转化为结构化的客户获取工作流程。它还将把新的 FPA PlannerSearch 功能集成到 FPA 会员网站中，包括规划师发布的思想领导和教育内容，旨在提高搜索中的 AI 可见性并改善网站引导捕获指标。
</div>&#34;Consumers need clarity, trust, and a reason to act,&#34; said Robert Sofia, CEO of Snappy Kraken. &#34;FPA PlannerSearch has earned the credibility, and now with the right data and engagement engine, it can become the highest-trust pathway for consumers to find a CFP® professional and generate measurable growth for FPA members.&#34;
<div class="lb-trans">“消费者需要清晰、信任和行动的理由，”Snappy Kraken 首席执行官 Robert Sofia 表示。“FPA PlannerSearch 已经赢得了信誉，现在凭借正确的数据和参与引擎，它可以成为消费者寻找 CFP®专业人士的最高信任路径，并为 FPA 会员创造可衡量的增长。”
</div>As part of this multi-year partnership, Snappy Kraken will serve as a Feature Partner of FPA and integrate into the Association's broader ecosystem, including national events and member programs, and will provide exclusive discounts and enhanced services to FPA members. Development is already underway, with a go-to-market launch planned for late summer, and all current FPA PlannerSearch members will transition automatically to the new platform once it goes live. Together, FPA and Snappy Kraken aim to redefine how consumers discover financial planners in an AI-driven world, anchoring the experience in trust, data integrity, and measurable results.
<div class="lb-trans">作为这项多年的合作伙伴关系的一部分，Snappy Kraken 将作为 FPA 的特约合作伙伴，融入协会的更广泛生态系统，包括全国活动和会员项目，并为 FPA 会员提供独家折扣和增强服务。开发工作已经开始，计划在夏末推出市场，所有当前的 FPA PlannerSearch 会员将在新平台上线后自动过渡。FPA 和 Snappy Kraken 共同旨在重新定义消费者在 AI 驱动的世界中发现财务规划师的方式，将体验锚定在信任、数据完整性和可衡量的结果上。
</div>About the Financial Planning Association
<div class="lb-trans">关于金融规划协会
</div>The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is the CFP® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.
<div class="lb-trans">金融规划协会® (FPA®) 是认证财务规划师®专业人士及参与财务规划过程的人员的领先会员组织和行业协会。FPA 是 CFP®专业人士在规划中的合作伙伴，通过实践支持、学习、倡导和网络帮助他们实现专业成就的愿景。了解更多关于 FPA 的信息，请访问 financialplanningassociation.org。
</div>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.
<div class="lb-trans">关于 Snappy Kraken Snappy Kraken 是一家屡获殊荣的营销技术（martech）公司，为金融服务行业提供原创内容、营销自动化、个性化网站设计和大胆独特的营销活动。每个营销活动都基于丰富的数据。
</div>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 and the ThinkAdvisor Luminaries award for Excellence in Marketing. The company was also awarded Financial Planning's 2024 Innovation Award 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.
<div class="lb-trans">Snappy Kraken 的创新方法使公司获得了广泛的认可。在 2024 年，Snappy Kraken 获得了财富管理行业奖（Wealthie）数字活动年度奖和 ThinkAdvisor Luminaries 营销卓越奖。该公司还因其 AI 驱动的电子邮件构建器获得了金融规划 2024 创新奖，并连续四年被 MarTech Breakthrough 评选为最佳整体内容营销软件（2019-2023）。近年来，Snappy Kraken 还在金融规划的最佳金融科技公司工作榜单中排名第 8 和第 3。
</div>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.
<div class="lb-trans">要了解更多关于 Snappy Kraken 为财务顾问提供的解决方案，包括白标企业解决方案，以及使用最近宣布的新工具和增强工具，请访问 SnappyKraken.com。
</div>SOURCE Financial Planning Association
<div class="lb-trans">来源：金融规划协会
</div><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMjI1Jk5ld3NJdGVtSWQ9REM5NDQ1MCZUcmFuc21pc3Npb25fSWQ9MjAyNjAyMjUwOTA4UFJfTkVXU19VU1BSX19fX19EQzk0NDUw" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=DC94450&amp;Transmission_Id=202602250908PR_NEWS_USPR_____DC94450&amp;DateId=20260225"/>

ETFPA 与 Snappy Kraken 合作，将 FPA PlannerSearch 转变为高信任度的潜在客户引擎，并提升对财务规划的认知