Intention.ly Introduces AI Lab to Revolutionize Financial Services with Vetted Martech Tools

Intention.ly, recognized as a growth engine for financial services companies, has officially launched its AI service line, marking a significant step forward in the integration of artificial intelligence within the financial sector. This initiative is designed to provide clients with fully vetted, high-impact AI marketing and sales tools, addressing the critical juncture at which financial services firms find themselves regarding AI adoption. The choice is clear: lead the market with proven solutions or risk falling behind competitors who leverage AI for superior efficiency and client engagement.

Kelly Waltrich, CEO of Intention.ly, emphasized the urgency of AI adoption, stating, "The AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly." Waltrich highlighted the risks of hesitation, noting that firms slow to adopt AI may find themselves permanently trailing competitors who are already utilizing these tools to reduce operational costs and accelerate client acquisition.

Intention.ly's expertise lies in integrating disparate tech and AI platforms into unified systems that not only enhance each tool's effectiveness but also maintain cost efficiency. This orchestration demands a level of technical expertise and industry knowledge that few firms possess internally. Zohray Brennan, Director of Marketing Automation and Operations at Intention.ly, shared insights into 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."

The launch builds on Intention.ly's 2023 introduction of Advisor Brand Builder, the industry's first AI-powered platform for financial advisory firms. This platform combines a digitally driven workflow with the expertise of seasoned financial services marketing professionals to create brand visuals and messaging efficiently and cost-effectively. The new AI services expand Intention.ly's offerings to 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.

Furthermore, Intention.ly has established agency partnerships with select AI solutions, enabling clients to access powerful platforms at preferred rates. These partnerships ensure the delivery of high-performing tools accompanied by comprehensive onboarding, customization, and ongoing support, all at a lower cost than clients could achieve independently. By addressing the integration, compliance, and operational challenges associated with implementing AI tools in isolation, Intention.ly serves as both an AI lab and a strategic filter, deploying only those tools proven effective across the financial services landscape.

For financial services firms looking to navigate the complexities of AI adoption and harness its potential for growth and efficiency, Intention.ly's AI service line represents a pivotal resource. The company's focus on vetted, integrated solutions offers a clear pathway for firms to enhance their competitive edge in an increasingly AI-driven market.