Intention.ly is a growth engine design consultancy and marketing agency that launched in early 2021, at a time when financial services companies were scrambling to evolve their business models to account for the overnight shift in the way consumers were purchasing products and interacting with brands. 

Having led marketing at some of the largest and most successful fintech firms, the team behind Intention.ly believes that marketing can and should be utilized as a strategic driver of company vision and revenue. It is their mission to help company leaders reimagine their approach to growth by championing the value and impact modern marketing can have. 

While Intention.ly works with a wide range of fintech and finserv companies– including start-ups looking to outsource their go-to-market planning, growth stage firms looking for advice and counsel on how to turbocharge their marketing efforts, and established firms looking to modernize their outdated ways– the biggest commonality amongst their clients is their willingness to be bold and creative in their approach to driving revenue. Intention.ly clients are excited to change, evolve, and push boundaries and they want a partner to challenge, advise and run alongside them, in reaching their growth goals.  

Be inspired to change the way you think about growth.


FinTech

Intention.ly

Intention.ly's headquarters in Philadelphia, United States

Kelly Waltrich

Randy Lambert

Jason Reiser

Tina Powell

The Account Strategy Team at Intention.ly plays a crucial role in tailoring comprehensive growth strategies for clients within the fintech and financial services sectors. This team collaborates closely with clients to understand their unique business goals, challenges, and market dynamics, crafting bespoke marketing plans that drive revenue and align with modern marketing principles. By offering expert advice, strategic direction, and hands-on support, the Account Strategy Team helps clients reimagine their growth potential and execute transformative marketing initiatives.

Account Strategy Team

The Marketing and Content Team at Intention.ly is responsible for developing and executing innovative marketing strategies to drive growth for fintech and financial services companies. This team creates, manages, and optimizes compelling content across various platforms, leverages social media to enhance brand visibility, and implements automated marketing systems to streamline operations. They work collaboratively to ensure that all marketing initiatives align with the strategic vision and revenue goals of their clients, pushing creative boundaries to reimagine traditional approaches to growth.

Marketing and Content Team

The Leadership Team at Intention.ly is responsible for setting the strategic direction of the company, driving innovation, and ensuring alignment with client goals. Comprising roles such as the VP of Content, CEO & Co-founder, Partner & Chief of Community, President & Co-founder, and Outsourced CMO | Client Account Strategy Director, this team leads efforts in business development, client relations, community building, and delivering marketing strategies that champion modern approaches to growth. They work collaboratively to inspire change, push boundaries, and enable companies to reimagine their growth strategies.

Intention.ly

Org chart

Teams

Account Strategy Team

Marketing and Content Team

Leadership Team

Offices

Intention.ly

Org chart

Teams

Account Strategy Team

Marketing and Content Team

Leadership Team

Offices

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