Communications and Consulting for Financial Services Firms
Make sure your message matches the moment. Intention.ly offers a wide range of communications support, strategy work, and consulting options to help you tell your story the right way, at the right time, to the right people.
“Firms of all sizes are trying to balance sudden growth with the lack of identity, alignment, and engagement after sweeping changes hit an organization. We’re providing a roadmap that helps leaders navigate this complex web of evolution.”
Joe Steuter, Chief of Communications
Get Your Story Straight
Create confidence and clarity within your organization while developing a compelling brand story that resonates with stakeholders, clients, and your broader audience.
Our communications consulting packages are designed to help you re-engage, reconnect, and refine your message for those who need your advice and guidance the most.
Whether you’re a multi billion-dollar RIA acquiring other firms or a fintech breaking through the crowded marketplace, our services can be tailored to meet you where you need us most.
Join Our Upcoming Webinar
Learn about how intentional communication is your secret to 2025 growth and AUM retention.
Compelling Client Communication
- Brand Positioning Strategy
- Message Development
- Client Communications
- Advisor Value Story
M&A Communication Strategy
- Internal Communication Strategy / Stakeholder Engagement
- External Communications and Brand Visibility
- Strategic Brand Storytelling
- Investor Relations Communication Strategy
Project-Based Communication Planning
- New Executive Hire Communications
- Executive Thought Leadership / Communicating as a Leader
- Crisis Communications and Reputation Management
How We’ll Work Together
Our collaborative process surfaces your firm’s distinct story while ensuring buy-in from key internal and external stakeholders every step of the way.
Discovery and Evaluation
- Discuss current challenges
- Perform brand/messaging audit
- Identify specific communication goals
Strategy Development
- Select communication package
- Review communication formats/channels
- Timeline and calendar of deliverables
- Communication plan and message development
Execution Support
- Assistance with implementing communications through various channels
- Collaboration with internal teams and external partners
Measure, Monitor, Respond
- Monitor engagement metrics with planned communications
- Gather feedback from internal and external stakeholders
- Produce key messages to address outstanding questions or points of confusion
Packages & Pricing
M&A Communications Packages
Launch Kit
$5,000
90-Day M&A
-
12 communication pieces (press release, email, video scripts, FAQs)
-
Social media content
-
Copy and design of digital banner ads
Tier 1
$5,000/month
Foundational M&A Communication Strategy and Support
-
Internal Communication Kit (email templates to announce M&A)
-
New Executive Hire Communications
-
Client Communications, Social Media, Brand Integration Strategy
Tier 2
$10,000/month
Intentional M&A Communication and Marketing Support
-
All Foundational tier deliverables plus post-acquisition branding campaign
-
Video content and social media campaign
-
SEO Strategy and custom internal email newsletter
Tier 3
Contact Us for Pricing
Full-Service Storyteller with M&A
-
All Tier 2 deliverables (Intentional M&A Communication Pack)
-
Full brand repositioning and advanced analytics and reporting on communications execution
-
Dedicated SDR support, custom content development, investor communications, and communications coaching
Essential Communications Strategy and Consulting
$10,000/month
-
External brand messaging strategy (brand review and narrative development)
-
Internal communications strategy and corporate storytelling
-
Client communications strategy and community relations strategy