Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Intention.ly is the go-to growth consultancy and marketing agency for the financial services industry. With a client roster that includes the most recognized names in the business, we’ve earned a reputation for driving transformative growth and success within an increasingly competitive landscape. We’re not just strategists, we’re doers, focused on meticulous execution that drives tangible results.

How they describe their product/innovation: Advisor Brand Builder is the simplest, fastest, and more inexpensive way to build a professional, high-impact brand identity and brand story for:

• Breakaway Advisors: Looking to create a strong brand foundation for their business.
• Fast-Evolving Firms: Looking to capitalize on the momentum of their growth and innovation through impactful, high-quality, and fully aligned brand visuals and messaging.
• Acquiring Enterprises: Seeking a scalable solution to quickly and effectively rebrand newly acquired advisor businesses with support from a trusted team.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Credit Union/Community Bank Fit: Community banks

Contacts:

Bus. Dev. & Press: Joe Steuter (Partner, Chief of Client Strategy), [email protected], 402-380-1093