Intention.ly, a marketing technology firm based in Philadelphia, has introduced a new suite of artificial intelligence (AI) services designed to assist financial services firms in swiftly adopting advanced marketing and sales technologies. This launch comes as financial institutions increasingly feel the pressure to leverage AI tools or risk falling behind more agile competitors in a rapidly evolving marketplace.
Company executives have characterized this initiative as a pivotal step towards redefining how financial firms engage in client acquisition, enhance digital visibility, and improve 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,” stated 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.”
Integrated AI Solutions for Financial Services
The new offerings emphasize the integration of multiple AI platforms into cohesive systems. According to the company, this approach yields results that significantly surpass the individual capabilities of each tool. “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.”
Intention.ly’s expanded portfolio builds on the 2023 introduction of Advisor Brand Builder, which was the industry’s first AI-powered platform to streamline brand development for advisory firms. The new offerings include:
- Custom GPT Assistants: Branded, secure AI tools trained on firm-specific content to bolster internal operations, sales efforts, and client engagement.
- AI Readiness Audits: Evaluations assessing a firm’s preparedness for AI adoption, complete with roadmaps for integration.
- AI SEO Audits & Monitoring: Tools designed to enhance firms’ digital visibility across emerging generative search platforms.
- Go-to-Market Engineering Toolkit: Custom workflows and automation strategies tailored to ambitious growth objectives.
- Intention.Lead: An AI-powered lead generation engine that merges tailored content with social media outreach and targeted capabilities.
Strategic Partnerships and Competitive Edge
To further enhance its offerings, Intention.ly has formalized partnerships with select AI solution providers, granting clients access to these platforms at preferred rates. This includes comprehensive onboarding, customization, and ongoing support, allowing firms to adopt advanced tools more affordably than if they were to pursue these initiatives independently.
By merging technical expertise with knowledge of financial services marketing, Intention.ly aims to place its clients at the forefront of an evolving landscape. The company asserts that firms embracing AI now will secure a lasting advantage in efficiency, client engagement, and brand visibility as the financial services sector undergoes significant technological transformations.
The ongoing advancements in AI present a critical opportunity for financial firms willing to adapt. As the landscape evolves, those who act decisively can expect to emerge as leaders in an increasingly competitive market.
