TLDR: Intention.ly, a growth engine for financial services companies, has officially launched its new AI service line. This initiative aims to provide financial firms with thoroughly vetted, high-impact AI marketing and sales tools, integrating disparate technologies to enhance efficiency, streamline operations, and drive sustainable growth. The move addresses the critical need for rapid AI adoption within the financial sector to maintain competitive advantage.
Intention.ly, a leading growth engine for financial services companies, has announced the official launch of its new AI service line, designed to equip finance firms with cutting-edge, high-impact artificial intelligence marketing and sales tools. This strategic move comes as the financial services industry faces a pivotal moment regarding AI adoption, with early movers poised to gain significant market share.
According to Kelly Waltrich, CEO of Intention.ly, the ‘AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly.’ She emphasized the urgency for firms to embrace AI, stating that ‘Firms that hesitate on AI adoption risk falling permanently behind competitors who are already using these tools to slash operational costs and accelerate client acquisition.’
Intention.ly has undertaken extensive research and development, testing numerous AI platforms to identify the most effective solutions. The company specializes in creating integrated systems that connect various technology and AI platforms, amplifying their collective effectiveness while maintaining cost efficiency—a complex task that many firms lack the internal expertise to achieve. Waltrich noted, ‘We’ve done the heavy lifting by testing dozens of AI platforms, identifying the winners, and creating integrated systems that most firms simply can’t build in-house.’
Zohray Brennan, Director of Marketing Automation and Operations at Intention.ly, highlighted the synergistic benefits of their approach: ‘We’ve cracked the code on making these systems talk to each other in ways that actually multiply their impact. When you connect the right tools properly, you get exponential results that transform how fast you can scale.’
Recognizing that implementing AI tools in isolation can lead to significant integration, compliance, and operational challenges, Intention.ly positions itself as both an ‘AI lab and strategic filter.’ This ensures that only proven, effective tools are deployed across the financial services landscape, eliminating common barriers to adoption.
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This new service builds on Intention.ly’s prior innovations, such as the 2023 launch of Advisor Brand Builder, an AI-powered platform that revolutionized brand development for financial advisory firms by combining digital workflows with expert oversight to create brand visuals and messaging efficiently. Interested parties can learn more about Intention.ly’s comprehensive suite of AI services by joining an upcoming fireside chat with Kelly Waltrich and Tina Powell, scheduled for Thursday, August 28, at 2 PM ET.
