Intention.ly Launches AI Services to Transform Financial Marketing

Intention.ly, a growth engine for financial services companies, has officially launched its AI service line, offering fully vetted, high-impact AI marketing and sales tools to its clients. This move comes at a time when financial services firms face a critical decision: embrace AI to lead the market or risk falling behind competitors leveraging AI for superior efficiency and client engagement. Kelly Waltrich, CEO of Intention.ly, emphasizes the urgency of AI adoption, highlighting the competitive edge it offers. The company specializes in integrating disparate tech and AI platforms into unified systems, a task requiring technical expertise and deep industry knowledge. Intention.ly's new AI services include Custom GPT Assistants, AI Readiness Audits, AI SEO Audits & Monitoring, a Go-to-Market Engineering Toolkit, and Intention.Lead, an AI-driven lead growth engine. Additionally, Intention.ly has formed agency partnerships with select AI solutions, providing clients with access to powerful platforms at preferred rates. The company aims to eliminate the challenges of implementing AI tools in isolation by serving as both an AI lab and strategic filter.

Intention.ly's innovative approach, including the launch of Advisor Brand Builder in 2023, has already transformed how financial advisory firms manage their branding. The upcoming fireside chat with Kelly Waltrich and Tina Powell offers an opportunity to learn more about Intention.ly's AI services. Intention.ly's commitment to delivering intentional strategies and AI-powered services positions it as a key partner for financial services firms looking to accelerate growth.