The AI-powered platform delivers unique brands, websites, and content libraries for financial advisors, built in seconds and refined by Intention.ly’s agency experts.

Intention.ly, the leading growth engine for financial services firms, today announced the 2026 release of its next-generation Advisor Brand Builder (ABB) platform, designed to deliver highly personalized messaging, websites, logos, content libraries, and brand collateral at scale.

For years, the financial services industry has prioritized branding efficiency at the expense of individuality, relying on cookie-cutter templates and recycled messaging that do more to help advisors blend in than stand out.

But ABB bridges the historical chasm between personalization and speed, generating a brand, website, and content ecosystem uniquely aligned to each advisor’s positioning, services, and audience. Output from the AI-powered platform is refined by Intention.ly’s team of agency experts, ensuring advisors receive the highest-quality work at a fraction of the traditional time and cost.

“At scale has long been synonymous with one-size-fits-all in this industry,” said Kelly Waltrich, Intention.ly’s CEO and Co-Founder. “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.”

Advisor Brand Builder, which first launched in 2023, has undergone significant enhancements for the January 2026 release based on evolving industry needs and insights gathered from Intention.ly’s work with over 100 financial services firms:

• Personalization at Scale, Not Templates
  
  ABB replaces rigid templates with intelligent brand generation, delivering a customized visual identity and complete messaging platform that reflects each advisor’s unique philosophy, services, and audience, all without the traditional cost or complexity of bespoke agency work.
• Baseline Brand Assets Created Instantly
  
  Advisors receive essential brand deliverables, including business cards, email signatures, presentation templates, social media graphics, and more, all generated based on strategic inputs and refined for real-world application.
• AI-Generated Website in Seconds
  
  With the press of a button, ABB uses the firm’s brand messaging and assets to generate a fully responsive, brand-aligned website in seconds. What traditionally takes months of discovery, design, copywriting, and revisions is compressed into an instant, launch-ready digital presence, further refined by Intention.ly’s creative specialists.
• Advanced Content Engine Built Around the Advisor
  
  Rather than producing generic content, ABB builds a strategic 12-month content calendar mapped directly to each advisor’s individual brand pillars and services, plus a channel-optimized monthly content pack, delivered straight to their inbox and ready to deploy.
• AI Speed with Agency Oversight
  
  What sets ABB apart is the combination of cutting-edge AI capabilities, powerful new technology, and the watchful eye of Intention.ly’s first-rate agency team, ensuring outputs aren’t just fast, but polished, compliant-aware, and strategically sound.

“ABB doesn’t replace human strategy with automation,” added Joe Steuter, Chief of Client Strategy at Intention.ly. “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.”

For more information about the enhanced Advisor Brand Builder and to request a demo, visit https://intention.ly/advisor-brand-builder/.

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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260120459444/en/

"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.” - Kelly Waltrich, CEO and Co-Founder