Intention.ly, a leading growth consultancy for financial services, has launched its AI Lab, introducing a suite of vetted, high-impact AI marketing and sales tools designed to drive efficiency and sustainable growth. Announced on August 12, 2025, in Philadelphia, this initiative positions financial firms to leverage AI for competitive advantage in a rapidly evolving market. By integrating advanced AI solutions, Intention.ly aims to help clients stay ahead in operational efficiency and client engagement.
Intention.ly’s AI Lab delivers vetted martech tools for financial services.
Custom GPT Assistants enhance team support and client communications.
AI Readiness Audits provide a roadmap for seamless AI integration.
AI SEO Audits optimize visibility on platforms like ChatGPT and Gemini.
Intention.Lead drives automated lead growth with targeted content.
Agency partnerships offer cost-effective access to high-performing AI tools.
Intention.ly’s AI Lab addresses the critical need for financial services firms to adopt AI swiftly to maintain market leadership. The AI Lab curates and integrates AI platforms, ensuring seamless functionality and cost 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.”
The AI Lab introduces Custom GPT Assistants, secure AI tools trained on a firm’s specific content to support internal teams, sales, and client communications 24/7. These branded tools streamline processes, enabling firms to deliver personalized, efficient services without manual intervention, enhancing both operational efficiency and client satisfaction.
Intention.ly’s AI Readiness Audits assess a firm’s preparedness for AI integration, identifying opportunities and creating a clear adoption roadmap. Additionally, AI SEO Audits & Monitoring ensure digital visibility in AI-driven search platforms like ChatGPT, Perplexity, and Gemini. As search behavior shifts to question-based queries, these audits help firms maintain a strong online presence, critical for staying competitive in generative search ecosystems.
The Go-to-Market Engineering Toolkit combines technical expertise with AI-powered strategies to create custom workflows and automation, transforming growth ideas into measurable outcomes. Intention.Lead, an AI-driven lead growth engine, automates audience expansion through targeted content and social media messaging. “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.”
Since launching Advisor Brand Builder in 2023, Intention.ly has transformed financial advisory branding with AI-powered workflows and expert oversight. The AI Lab expands this innovation, offering a robust suite of services to drive efficiency and client engagement. Strategic agency partnerships provide access to high-performing AI platforms at reduced costs, with comprehensive onboarding and support, eliminating integration challenges.
Intention.ly’s AI Lab empowers financial services firms to harness AI for operational excellence and market leadership. By delivering vetted, integrated martech solutions, the company ensures clients can scale efficiently while navigating compliance and operational complexities. This launch marks a pivotal step in transforming how financial firms leverage AI for sustainable growth.
Intention.ly is the marketing and growth partner for fintechs, RIAs, broker-dealers, custodians, asset managers, and other financial services firms. With deep industry roots and a results-obsessed team, the agency delivers intentional strategies, marketing execution, and now, AI-powered services that turn ambition into acceleration.
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