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

Intention.ly has announced the launch of its AI service line, a strategic move designed to equip financial services firms with vetted, high-impact AI marketing and sales tools. This initiative comes at a time when the financial sector faces a critical decision: embrace AI to lead the market or risk falling behind competitors leveraging these technologies for superior efficiency and client engagement. Kelly Waltrich, CEO of Intention.ly, emphasizes the urgency of AI adoption, highlighting the risk of permanent competitive disadvantage for firms that delay.

The company specializes in integrating disparate tech and AI platforms into cohesive systems that enhance each tool's effectiveness while maintaining cost efficiency. This requires a level of technical expertise and industry knowledge that is rare among financial services firms. Zohray Brennan, Director of Marketing Automation and Operations at Intention.ly, notes the transformative potential of properly connected tools, which can significantly accelerate scaling efforts.

Following the success of its Advisor Brand Builder platform in 2023, Intention.ly is expanding its AI offerings. These include Custom GPT Assistants for round-the-clock support, AI Readiness Audits to assess firms' preparedness for AI integration, and AI SEO Audits & Monitoring to ensure visibility in generative search ecosystems. Additionally, the Go-to-Market Engineering Toolkit and Intention.Lead service aim to streamline growth strategies and lead generation through AI-driven solutions.

Intention.ly has also established agency partnerships with select AI solutions, offering clients access to high-performing tools at preferred rates. These partnerships facilitate comprehensive onboarding, customization, and ongoing support, addressing the integration, compliance, and operational challenges that often accompany AI tool implementation. By serving as both an AI lab and a strategic filter, Intention.ly ensures that only proven, effective tools are deployed within the financial services landscape.

For more information on Intention.ly's AI services, interested parties are encouraged to participate in an upcoming fireside chat. This event promises insights into how AI can be leveraged for competitive advantage in the financial services sector.