Intention.ly, a digital growth consultancy serving financial firms, has unveiled its new AI Lab—a branded service line aimed at delivering thoroughly vetted marketing and sales technology solutions powered by artificial intelligence.

This initiative comes at a crucial junction for financial services companies, which must embrace AI swiftly to enhance efficiency, improve client engagement, and maintain a competitive edge. Intention.ly’s AI Lab simplifies this journey by curating robust AI tools tailored for the finance sector.

Accelerating Adoption with Strategic Curation

Intention.ly’s AI Lab notably undertakes the "heavy lifting" by evaluating dozens of AI platforms, validating their effectiveness, and presenting clients with only the most impactful technologies. This removes integration barriers, reduces complexity, and speeds deployment for firms that may lack internal AI infrastructure.

Kelly Waltrich, CEO of Intention.ly, states, “The AI window of opportunity in our space is wide open, but its impact will be most powerful for those who act quickly. Firms that hesitate on AI adoption risk falling permanently behind competitors already using these tools to reduce operational costs and accelerate client acquisition.”

Integrated Solutions Designed for Growth

The AI Lab offers a diverse set of services tailored to financial firms’ evolving needs:

• Custom GPT Assistants: Secure, branded AI chat tools trained on a firm’s internal content to aid teams, assist client communications, and enhance operational support around the clock.
• AI Readiness Audits: Structured diagnostics assessing current AI maturity, identifying quick-win areas, and creating an actionable roadmap for adoption.
• AI SEO Audits & Monitoring: Ensuring firms remain visible in generative search platforms such as ChatGPT, Gemini, and Perplexity, which increasingly influence client discovery.
• Go-to-Market Engineering Toolkit: A blend of technical expertise and AI strategy designed to build scalable workflows and automations that transform growth initiatives into measurable results.
• Intention.Lead: An AI-driven engine automating personalized content, social messaging, and targeting to expand outreach efficiently.

Exponential Impact through Integration

Zohray Brennan, Intention.ly’s Director of Marketing Automation and Operations, explains, “We’ve cracked the code on making these systems communicate in ways that multiply their impact. When you connect the right tools properly, you get exponential results that transform how fast you can scale.”

This emphasis on interoperability ensures that individual tools enhance one another, leading to cumulative gains far greater than standalone implementations could achieve.

Building on Prior Success

Intention.ly’s AI Lab builds on the success of its Advisor Brand Builder, launched in 2023. That platform enabled advisory firms to rapidly generate cohesive brand content through a blend of AI-enabled workflows and expert input.

The new AI Lab adds depth and scale to that framework by offering broader AI-driven capabilities across sales, marketing, client service, and operational execution—positioning Intention.ly as a comprehensive AI enablement partner for financial services.

Why It Matters

1. Accelerates AI Adoption: By removing integration hurdles and vetting proven tools, the AI Lab supports faster, lower-risk transitions to AI-enabled operations.
2. Promotes Efficiency and Growth: Automated processes and advanced insights help firms maximize ROI, shorten go-to-market cycles, and drive client engagement.
3. Ensures Visibility in AI Search: With generative search evolving rapidly, visibility in platforms like ChatGPT and Gemini becomes essential for inbound growth.
4. Scalable Strategy for Financial Firms: Whether supporting advisor teams or marketing outreach, the AI Lab scales sophisticated solutions that traditionally require enterprise-level engineering.

Innovation Aligned with Financial Services Needs

As the financial services sector modernizes, firms are under pressure to adopt AI responsibly and effectively—amid regulatory, cultural, and operational constraints.

Intention.ly’s AI Lab helps navigate this complexity through:

• Customization: Tailoring solutions to the firm’s brand and operational model.
• Support: Ongoing implementation, optimization, and onboarding assistance.
• Cost-Efficiency: Access to high-performing tools at preferred rates through vetted partnerships.

Future Approach

Intention.ly’s AI Lab is set to reshape how financial firms approach AI in sales and marketing. By acting as both curator and integrator, Intention.ly enables firms to scale smarter—without the typical technical or financial burdens.

AI is no longer optional for growth-focused firms—it’s a strategic imperative. With its AI Lab, Intention.ly positions its clients on the front foot of this transformation.