Intention.ly
Randy Lambert serves as the Executive Vice President and Head of RIA Solutions at Intention.ly since August 2024, bringing 30 years of experience in building and growing RIA and WealthTech platforms. Previously, Randy held multiple leadership roles at Orion Advisor Solutions from August 1993 to July 2024, including Executive Vice President of Tech Operations, Chief Operations Officer, and President, where responsibilities included enhancing operational teams, integrating business offerings for a cohesive platform, and fostering employee engagement. Randy earned a Master of Business Administration in Strategic Management from Regis University's Anderson College of Business and Computing and holds a Bachelor of Science in Business Administration with a focus on Finance from Creighton University.
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Intention.ly
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for advice and counsel on how to turbocharge their marketing efforts, and established firms looking to modernize their outdated ways– the biggest commonality amongst their clients is their willingness to be bold and creative in their approach to driving revenue.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.