Intention.ly Adds Industry’s First M&A Communications Offering to Address Client Asset Retention for Consolidators, Fast-Growing RIAs, and Fintechs

The multi-tiered service will include specialized M&A communication strategy, support, and consulting to help firms navigate brand positioning, sales and marketing alignment, and both internal communication and client communication.

PHILADELPHIA–(BUSINESS WIRE)–#Communications–Intention.ly, a leading growth consultancy and marketing firm offering a spectrum of services for growth-focused fintech and financial services companies, today introduced the industry’s first M&A communications consulting offering designed to help advisory firms with first-year retention of both assets and clients.

The three-tiered service model provides large RIAs, fintech companies, and institutional consolidators with strategic guidance and tactical support to help navigate the daunting task of aligning internal and external communications during major firm changes, particularly mergers and acquisitions.

The new offering, now available alongside Intention.ly’s marketing, sales, and tech ops offerings, will be led by Joe Steuter, Intention.ly’s recently appointed Chief of Communications. Steuter’s experience in leading messaging strategy and the alignment of internal and external communication for one of the industry’s top RIAs helped formulate a specific menu of deliverables and a consulting framework for those who need guidance and support. Intention.ly CEO and Co-founder, Kelly Waltrich, will join Steuter for a live discussion on Wednesday, November 13th, at 3pm EST, to share their collective experience in helping firms adopt best practices for M&A communications. Click here to register and reserve a seat.

“The increasing consolidation and professionalization of our industry has made one thing very apparent to me as a communicator: message matters,” said Steuter. “Firms of all sizes are trying to balance sudden growth with a three-dimensional hurdle – the lack of identity, alignment, and client retention after sweeping changes hit an organization. We have an incredible opportunity to take everything we’ve learned from across the industry and provide a roadmap that helps leaders maximize the value of their firm.”

An Overlooked Opportunity for Client Retention and AUM Growth

The M&A communications offering is the post-deal complement to Intention.ly’s advisor recruitment marketing program, which has helped facilitate successful M&A lead generation and drive significant inorganic growth opportunities for some of the top RIAs and hybrid broker-dealers.

“When it comes to M&A or any significant change, a cohesive, consistent communication strategy should never be an afterthought – though it often is, to the detriment of the organizations involved, their employees, and their clients,” added Kelly Waltrich, CEO and Co-founder of Intention.ly. “I’ve seen firsthand as part of several major industry acquisitions that leaders who take the time to set an intentional foundation for their internal and external message are always the most successful. Those who don’t, unfortunately, are faced with confusion and mistrust that often obliterate any potential benefits of the firms coming together.”

In addition to the multi-tiered M&A communications support packages, Intention.ly is also offering two service models for project-based support. The first is a 90-day M&A launch kit equipped with 12 core communication deliverables to help firms maximize the moment during an acquisition, and the second is a strategic consulting service model that provides guidance and support on external brand messaging, internal communication and corporate storytelling, as well as a strategy for reintroducing a firm’s refreshed messaging to their various key audiences.

For more information on Intention.ly’s new suite of solutions, including the Communications Strategy offering, visit intention.ly.

About Intention.ly

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. With a direct, no-BS approach and deep industry expertise, Intention.ly helps firms break through the noise, rise above the never-ending sea of sameness, and accelerate towards their goals.

Contacts

Media:

Joe Steuter, 402-380-1093

Chief of Communications

[email protected]