PHILADELPHIA, PA — Intention.ly has officially unveiled a new suite of artificial intelligence (AI) services aimed at helping financial services firms rapidly integrate advanced marketing and sales technologies. The launch reflects a growing urgency in the sector, as firms face pressure to adopt AI-driven tools or risk losing ground to more agile competitors.
Company leaders positioned the initiative as a decisive step in transforming how financial firms approach client acquisition, digital visibility, and operational efficiency. “The AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly,” said Kelly Waltrich, CEO of Intention.ly. “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. 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.”
Integrated AI Solutions for Financial Services
The new offerings emphasize connecting and orchestrating multiple AI platforms into unified systems. According to the company, this integration produces results that are far greater than the sum of their parts. “We’ve cracked the code on making these systems talk to each other in ways that actually multiply their impact,” said Zohray Brennan, Director of Marketing Automation and Operations at Intention.ly. “When you connect the right tools properly, you get exponential results that transform how fast you can scale.”
Expanded AI Service Portfolio
Building on the 2023 introduction of Advisor Brand Builder—the industry’s first AI-powered platform to streamline brand development for advisory firms—Intention.ly’s expanded portfolio includes:
- Custom GPT Assistants: Branded, secure AI tools trained on firm-specific content to support internal operations, sales efforts, and client engagement.
- AI Readiness Audits: Evaluations of a firm’s preparedness for AI adoption, providing roadmaps for integration.
- AI SEO Audits & Monitoring: Tools designed to help firms maintain digital visibility across generative search platforms such as ChatGPT, Perplexity, and Gemini.
- Go-to-Market Engineering Toolkit: Custom workflows and automation strategies that align with ambitious growth plans.
- Intention.Lead: An AI-powered lead generation engine combining tailored content, social media outreach, and targeting capabilities.
Strategic Partnerships and Market Advantage
To further strengthen its offering, Intention.ly has formalized partnerships with select AI solution providers, giving clients access to platforms at preferred rates. These partnerships include onboarding, customization, and ongoing support, ensuring firms can adopt advanced tools more cost-effectively than on their own.
By combining technical expertise with financial services marketing knowledge, Intention.ly aims to position its clients at the forefront of an evolving marketplace. The company argues that firms embracing AI now will gain a lasting advantage in efficiency, client engagement, and brand visibility as the financial services sector undergoes rapid technological change.
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