Intention.ly Appoints Proven Wealth Management Industry CMO Mark Forman as its Newest Client Strategy Director

×

Error message

  • Notice: Undefined property: stdClass::$ds_changed in eval() (line 16 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$ss_search_api_url in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$tm_title in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).

Intention.ly , the growth engine design consultancy firm transforming the way finserv and fintech companies approach sales and marketing, today announced that industry veteran Mark Forman has joined the firm as client strategy director as part of Intention.ly’s Outsourced Chief Marketing Officer (CMO) service offering.

Metadata
Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Wednesday, January 3, 2024
Information
Tags: 
Consulting, Fintech, Professional Services, Finance, Marketing, CMO, Sale, Insurance, Mark
Geotags: 
PENNSYLVANIA, UNITED STATES, NORTH AMERICA, FORMAN
Organisation: 
INTENTION.LY
Summary
Key Points: 
  • Intention.ly , the growth engine design consultancy firm transforming the way finserv and fintech companies approach sales and marketing, today announced that industry veteran Mark Forman has joined the firm as client strategy director as part of Intention.ly’s Outsourced Chief Marketing Officer (CMO) service offering.
  • As an outsourced CMO, Mark will work directly with Intention.ly’s clients and will be responsible for crafting comprehensive marketing strategies.
  • His duties will include overseeing the development and execution of strategic campaigns, with a particular focus on ensuring alignment with sales objectives throughout the process.
  • “We are thrilled to welcome Mark to the Intention.ly team,” said Intention.ly co-founder and president Meghan Richter .


Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach sales and marketing, today announced that industry veteran Mark Forman has joined the firm as client strategy director as part of Intention.ly’s Outsourced Chief Marketing Officer (CMO) service offering.

As an outsourced CMO, Mark will work directly with Intention.ly’s clients and will be responsible for crafting comprehensive marketing strategies. His duties will include overseeing the development and execution of strategic campaigns, with a particular focus on ensuring alignment with sales objectives throughout the process.

“We are thrilled to welcome Mark to the Intention.ly team,” said Intention.ly co-founder and president Meghan Richter. “His strategic vision, industry experience and successful track record in leading marketing strategies make him an invaluable addition to our team.”

Before joining Intention.ly, Forman served as the CMO at independent insurance solutions platform, RetireOne. With more than two decades of experience, he has demonstrated his expertise in various capacities at Jefferson National and Nationwide. In these roles, he showcased his skills by overseeing marketing technologies and user experience design. During his time as VP of customer experience at Jefferson National, he played a pivotal role on the leadership team that successfully managed the sale and transition to Nationwide.

“The commitment to innovation and forward thinking by the Intention.ly team align perfectly with my passion for building and driving impactful marketing strategies in the financial services industry,” said Forman. “I’m excited to roll up my sleeves and get my hands dirty while collaborating with my new teammates to achieve great results for our clients.”

Forman’s addition continues the expansion of Intention.ly’s team, following the recent appointment of Kyle Hiatt as partner and head of sales consulting. Forman's recruitment underscores Intention.ly's commitment to bolstering the value it offers to clients. His wealth of experience further amplifies the firm's capacity to support and cater to the needs of insurance companies in addition to the wealth management, advisory, and fintech sectors where the firm is already deeply entrenched.

For more information on Intention.ly, visit intention.ly

About Intention.ly

Intention.ly works with a wide range of fintech and finserv companies – including start-ups looking to outsource their go-to-market planning, growth stage firms that want to turbocharge their sales marketing efforts, and established firms looking to modernize their outdated ways. Intention.ly clients are excited to change, evolve, and push boundaries and they want a partner to challenge and advise them as they pursue their growth goals.

Copyright: 
Copyright Business Wire 2024