Intention.ly, a growth consultancy and marketing agency for the financial services industry, announced the 2026 release of its enhanced Advisor Brand Builder (ABB) platform. Designed to provide highly personalized branding, websites, and content at scale for financial advisors, the platform leverages artificial intelligence and expert oversight.
The financial services sector has historically prioritized branding efficiency, often resulting in generic templates and messaging that limit individuality. The ABB platform aims to bridge this gap between personalization and speed by generating a brand, website, and content ecosystem tailored to each advisor’s positioning, services, and audience. Output from the AI-powered platform is further refined by Intention.ly’s agency team, aiming to ensure quality and efficiency.
Kelly Waltrich, CEO and Co-Founder of Intention.ly, stated, “At scale has long been synonymous with one-size-fits-all in this industry, but one-size-fits-all branding is an oxymoron; it simply doesn’t work. With ABB, advisors get something that is uniquely theirs – their voice, their positioning, their services – all delivered with the speed and accessibility of a platform built for scale.”
First launched in 2023, Advisor Brand Builder has undergone significant enhancements for its January 2026 release. These updates are based on evolving industry requirements and insights gathered from Intention.ly’s work with over 100 financial services firms. Key enhancements include a shift from rigid templates to intelligent brand generation, which aims to deliver a customized visual identity and complete messaging platform reflecting each advisor’s philosophy, services, and audience without the typical cost or complexity of bespoke agency work.
The updated platform also offers the instant creation of baseline brand assets such as business cards, email signatures, presentation templates, and social media graphics. These are generated from strategic inputs and refined for practical application. Furthermore, ABB can generate a fully responsive, brand-aligned website in seconds, compressing a process that traditionally takes months into an instant digital presence, which is then refined by Intention.ly’s creative specialists.
An advanced content engine is integrated into the platform, designed to create a strategic 12-month content calendar directly mapped to an advisor’s brand pillars and services. This includes a channel-optimized monthly content pack, delivered ready for deployment.
Joe Steuter, Chief of Client Strategy at Intention.ly, commented on the platform’s combination of AI and human expertise: “ABB doesn’t replace human strategy with automation. It removes friction through AI and technology before our team adds a layer of brand-expert refinement. The combination of tech-driven speed and human creative oversight allows advisors to show up faster, more clearly, and more confidently than ever before. Firms need a solution that shifts as quickly as they do, formulating brands in weeks, not months or years. This platform is the first of its kind in financial services to deliver on that promise.”
Intention.ly, based in King of Prussia, Pennsylvania, functions as a growth consultancy and marketing agency for the financial services industry, focusing on driving growth and success within the competitive landscape.
