Intention.ly Earns Exclusive Spot on HubSpot Partner Advisory Council

As a HubSpot Solutions Partner, the Platinum tiered finserv and fintech marketing agency will play a contributing role in shaping the future of the platform.   PHILADELPHIA, September 2024–(BUSINESS WIRE)–Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies go-to-market, has been chosen from the financial services industry to join the…

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Breaking Through the Noise: How Fintechs Can Market Effectively to Financial Advisors

Intention.ly in Practice: Finserv & Fintech Growth Marketing Strategies

The fintech landscape has transitioned from rapid expansion to a focus on sustainable, profitable growth. McKinsey’s research predicts fintech revenues to outpace traditional banking by nearly threefold between 2023 and 2028. Financial advisor Michael Kitces proposes a framework for the evolution of financial planning. While Financial Advice 1.0 and 2.0 represent our past and present…

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August 2024 Newsletter

Every month, we’re addressing your growth questions — from determining the right leadership structure to evaluating your marketing agency to getting better results on LinkedIn. Ready to dive in?  

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Redefining Growth Engine Design With Our New Leadership Hires

In our continued goal to redefine growth strategies for financial services firms, the addition of industry heavyweights Randy Lambert and Joe Steuter signals a new era here at Intention.ly. As EVP of RIA Solutions and Chief of Communications, the pair will continue to help us redefine the boundaries and impact of a fully integrated growth…

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