Intention.ly has launched a new suite of artificial intelligence (AI) services designed specifically for financial services firms. The initiative aims to help these firms swiftly adopt advanced marketing and sales technologies, addressing the increasing pressure to integrate AI-driven tools in a competitive landscape. The company emphasizes that firms that delay AI adoption risk falling behind more agile competitors.
Kelly Waltrich, CEO of Intention.ly, stated, “The AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly.” She highlighted that firms hesitant to embrace AI could struggle as competitors leverage these technologies to reduce operational costs and enhance client acquisition strategies. Intention.ly has undertaken extensive research, testing various AI platforms to identify the most effective solutions and create integrated systems that many firms cannot develop internally.
Integrated AI Solutions for Enhanced Client Engagement
The new offerings from Intention.ly focus on connecting and orchestrating multiple AI platforms into cohesive systems. According to the company, this integration yields results that significantly exceed the capabilities of individual tools. “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. The company asserts that proper connectivity among the right tools can lead to exponential results, enabling firms to scale their operations more effectively.
To build on its previous success with the Advisor Brand Builder, launched in 2023 as the industry’s first AI-powered platform for brand development, Intention.ly has expanded its portfolio of services. The new offerings include:
– **Custom GPT Assistants**: Tailored AI tools trained on firm-specific content to assist with internal operations, sales, and client engagement.
– **AI Readiness Audits**: Comprehensive evaluations that assess a firm’s preparedness for AI integration, including detailed roadmaps for implementation.
– **AI SEO Audits & Monitoring**: Tools designed to help firms maintain visibility across generative search platforms such as ChatGPT, Perplexity, and Gemini.
– **Go-to-Market Engineering Toolkit**: Custom workflows and automation strategies to align with ambitious growth objectives.
– **Intention.Lead**: An AI-driven lead generation engine that combines customized content, social media outreach, and precise targeting capabilities.
Strategic Partnerships Enhance Offering
To enhance its service offerings, Intention.ly has established formal partnerships with select AI solution providers. This strategy allows clients to access advanced platforms at preferred rates. The partnerships also include onboarding, customization, and continuous support, enabling firms to implement sophisticated tools more cost-effectively than they could independently.
By merging technical expertise with a deep understanding of financial services marketing, Intention.ly aims to position its clients at the forefront of a rapidly evolving marketplace. The company argues that firms that adopt AI technologies today will gain lasting advantages in efficiency, client engagement, and brand visibility as the financial services sector continues to undergo significant technological transformation.
As the industry grapples with the urgent need for innovation, Intention.ly’s new AI services could be pivotal in shaping the future of marketing and sales for financial firms.