For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in financial services. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up and fueled the highest periods of growth for both companies.

She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility, driving CAC down and SOV up.

Intention.ly is the culmination of every lesson Waltrich has learned thus far as a marketing disruptor, born from her belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.