Head into LDW armed with the latest episodes of the podcast taking the industry by storm, the strategies we’re using here atIntention.lyto make AI more effective, and the best starting place for your digital marketing strategy. Let’s dive in!
Intention.ly Launches AI Lab to Deliver Vetted Martech Tools to Clients
We’ve been busy trying out every AI platform and solution so our clients don’t have to. Now, we’re officially bringing our AI service lab to market to help firms implement the tools that will help them slash operational costs, accelerate client acquisition, and stay ahead of the competition.
Intention.ly Wins Gramercy Institute Financial Content Marketing Award
We’re deeply honored to be named the winner of the Gramercy Institute 2025 Financial Content Marketing Award in the Wealth Management Business-to-Intermediary category for our work with Integrated Partners on their Organic Growth Toolkit. Get the full details on the award, the campaign, and why we ♥️ working with forward-thinking firms like Integrated Partners.
We revisited our first 20+ guests with a special compilation episode bringing together literal decades of wisdom into 21 minutes you can’t miss. Kelly also sat down with Mark Forman, Joe Steuter, and Patti Brennan for insights spanning the importance of empathy and human connection, the oft-overlooked power of resourcefulness, and how to turn succession planning into a growth tool.
Just starting to build your digital strategy? Start with your sweet spot.
In this episode of Message Matters, Joe Steuter explains why focusing on one message, one channel, one audience, can help drive sustainable digital marketing results. Laser focusing on what he calls your sweet spot allows you to quickly understand what’s resonating and what isn’t, and offers a powerful foundation from which to pivot to other digital channels or messaging angles.
AI is only as good as the data you feed it. That’s especially true of the increasingly popular AI agents, those automated helpers that can qualify leads, book meetings, and handle initial consultations. Director of Marketing Ops Zohray Brennan explores the importance of data enrichment for prospecting success and offers a breakdown of the data enrichment solutions we love (or don’t) at Intention.ly.
10 Signs Your CEO Values Marketing (and why that’s so important)
You can fight an uphill battle your entire career, or you can look for leadership that understands and believes in the power of marketing. In her latest article, Kelly surfaces the key indicators your CEO gets it, including investing in brand, holding marketing accountable to revenue, and more.
Heading to Huntington Beach? Don’t Leave Home Without This
Jill Hamilton, our Director of Events and Conferences, has been helping our clients iron out every last detail of their Future Proof presence. If you’re heading to the festival, download her comprehensive checklist to make sure you don’t miss a single detail (sunscreen is a must!).
Did you miss our recent roundtable featuring Joe Steuter, Dan Natale, Justin Barrish, and Michele Winkles? Catch up on demand to learn the proven strategies they’ve used to drive growth through modern digital channels.
Intention.ly’s Next CMO Collective: Future Proof Festival: Marketing leaders, don’t miss your chance to be part of the conversation shaping the future of financial services growth. Learn more about registering for this dynamic, peer-driven session (and claim a free Future Proof ticket). 11:30 AM - 1:30 PM | Save Your Spot
Book Club: Untangle Your Relationship with Money featuring Aja Evans
Join Aja Evans, licensed financial therapist and author of Feel-Good Finance for a powerful conversation about the feelings that drive our financial decisions
