Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
For 20 years, Intention.ly CEO and co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former chief marketing officer at eMoney Advisor and Orion Advisor Solutions, she built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both firms.
Waltrich 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 and helping to turn company executives into industry thought leaders.
Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up. Her exceptional leadership and innovative approach earned her recognition as CMO of the Year by WealthManagement.com.
Today, Intention.ly represents the culmination of every lesson Waltrich has learned in her tenure as a marketing disruptor. Under her leadership, the growth engine design agency has experienced remarkable growth of its own, serving 100+ fintech and financial services firms while establishing itself at the forefront of AI-powered marketing innovation.
Waltrich conceptualized and brought to market Intention.ly’s groundbreaking Advisor Brand Builder initiative, a generative AI solution that revolutionizes how financial firms approach brand development and marketing strategy.
As an advisor to several high-growth tech firms, Waltrich continues to shape the industry’s marketing evolution. She’s also a frequently requested contributor to major trade publications and host of the “Don’t Do That” podcast, which has struck a resonant chord across the fintech, financial services, and tech leadership communities by delivering unique “what not to do” lessons from real-world leaders.
Intention.ly is born from Waltrich’s passion and persistent belief that when it’s done right, marketing is the accelerant firms need to transform their growth trajectory. Through cutting-edge AI innovation and proven strategic expertise, she continues to disrupt an industry ready for transformation.
1018 W 9th Ave. #120, King of Prussia, PA 19406
610 304 6538
kelly@growintentionally.com
linkedin.com/in/kellylynnhoffman
intention.ly
Kelly Waltrich
CEO and Co-founder Intention.ly
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2013
2013–2015
2015–2017
2017–2021
2021
AVP, Director of Advisor Marketing and Communications at Janney Montgomery Scott
2013
Director of Communications at eMoney Advisor
2013–2015
Chief Marketing Officer at eMoney Advisor
2015–2017
Chief Marketing Officer at Orion
2017–2021
Chief Executive Officer and Co-Founder, Intention.ly
2021
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
