Intention.ly Launches AI Lab to Deliver Vetted Martech Solutions for Financial Services Growth

Intention.ly Launches AI Lab to Streamline Martech Tools for Finance Firms

Intention.ly, a growth engine for financial services companies, has introduced its AI service line to deliver thoroughly tested, high-impact AI marketing and sales tools directly to clients. Financial firms now face a pivotal moment: adopt proven AI solutions to lead the market or risk losing ground to competitors who leverage these technologies for greater efficiency and client engagement.

Kelly Waltrich, CEO of Intention.ly, emphasizes the urgency: “The AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly. Firms that hesitate on AI adoption risk falling permanently behind competitors already using these tools to reduce operational costs and accelerate client acquisition.”

Intention.ly focuses on integrating diverse tech and AI platforms into cohesive systems that multiply each tool’s effectiveness while keeping costs manageable. This orchestration demands technical skill and deep industry knowledge, resources many firms lack internally.

Zohray Brennan, Director of Marketing Automation and Operations at Intention.ly, explains, “We’ve cracked the code on making these systems talk to each other in ways that multiply their impact. When you connect the right tools properly, you get exponential results that transform how fast you can scale.”

Building on Advisor Brand Builder Success

In 2023, Intention.ly introduced Advisor Brand Builder, the first AI-powered platform designed specifically for financial advisory firms. It combines a digital workflow with expert oversight to create compelling brand visuals and messaging faster and more affordably than traditional methods.

New AI Services for Financial Firms

Expanding its offerings, Intention.ly now provides a suite of AI services to help financial firms integrate AI effectively:

• Custom GPT Assistants: Branded AI tools trained on your content to support internal teams, sales, and client communications around the clock.
• AI Readiness Audits: Assess your firm’s preparedness for AI adoption, identify quick-win opportunities, and develop a clear rollout plan.
• AI SEO Audits & Monitoring: As search shifts to AI-driven platforms like ChatGPT, Perplexity, and Gemini, this service helps ensure your firm stays visible and competitive in generative search environments.
• Go-to-Market Engineering Toolkit: Combines technical expertise with AI strategy to build custom workflows and automation that scale growth initiatives.
• Intention.Lead: An AI-powered lead growth engine that automates content creation, social media outreach, and targeting to expand your audience efficiently.

Intention.ly also partners with select AI platforms, offering clients access to powerful tools at preferred rates. These partnerships include onboarding, customization, and ongoing support — all at costs lower than firms could achieve on their own.

Implementing AI tools without integration often causes compliance and operational issues. Intention.ly acts as both an AI lab and strategic filter, deploying only solutions that have demonstrated success within financial services.

Join the Conversation

To learn more about Intention.ly’s AI services, attend their upcoming fireside chat with CEO Kelly Waltrich and Tina Powell on Thursday, August 28 at 2 PM ET.

For finance professionals interested in expanding AI skills and knowledge, explore AI tools tailored for finance and other relevant courses at Complete AI Training.