Posts by Grow Intentionly
Bento Engine, Inc. Announces Formation of Advisory Council of Fintech and Wealth Management Industry Leaders
NEW YORK, UNITED STATES, August 19, 2021 /EINPresswire.com/ — Bento Engine, a FinTech company at the intersection of technology and wealth management advice, today announced the formation of the Bento Advisory Council consisting of eight FinTech and Wealth Management industry leaders. These eight experts will leverage their diverse skills and expertise to provide guidance and direction…
Read MoreFintech Luminaries – Meet Kelly Waltrich of Intention.ly
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we’d like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an…
Read MoreVestorly’s Advisory Board Expands to Provide Cross-Industry Expertise
Fresh off a strong finish to 2020, Vestorly is expanding into new markets with new products with the guidance and support of industry-savvy veterans. Vestorly, a venture-funded AI-driven Content Management Engine software company provides solutions for companies to personalize their content feeds. The company has experienced impressive growth and implementation of its intelligent content curation software…
Read MoreOrion’s Chief Marketing Officer Departs Firm
After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors. After nearly four years of heading up marketing, Orion’s Chief Marketing Officer Kelly Waltrich has left her role at the wealthtech firm. In confirming her departure from the company, Waltrich said that under her leadership, the…
Read MoreOrion’s CMO Kelly Waltrich on Market*r & Adding Product, Services to Drive Growth
Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions – In the Suite Podcast
Click here to listen to the podcast. Today we’re excited to welcome Kelly Waltrich into In The Suite. There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions, they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions.…
Read MoreIt’s Time To Renegotiate Our Work-Life Balance
I have what some might consider controversial thoughts about how we balance our work and our lives. And I can already feel my friends and coworkers staring me down, but hear me out. At first glance, I may not be the poster child for what has traditionally passed for work-life balance: a hard and fast…
Read MoreMarketers, Empathy Is Your Top Priority Now
Where does marketing fit in right now, during a pandemic, a shaken stock market and record unemployment claims? As this conversation plays out in real time on social media, I see two general sentiments about continuing marketing efforts at this moment. The first: “Don’t do it!” It’s not hard to find screen-capped examples of tone-deaf…
Read MoreInterview with Kelly Waltrich, Orion Advisor Solutions
For this year’s International Women’s Day, our team at Slice is proud to celebrate women across the marketing and communications industry through an interview series. Follow along throughout the week leading up to International Women’s Day to read about these inspiring women and their stories. The first interview of this series if with Kelly Waltrich, the Chief…
Read MoreHow To Build A Formula 1 Marketing Engine
Racing legend Mario Andretti likes to say, “If everything seems under control, you’re just not going fast enough.” Any modern marketing leader who has to keep pace with a culture of innovation knows you can’t just ask the world to pump the brakes so you can catch up to it. You’re either moving at breakneck…
Read More