Intention.ly, a growth consultancy for financial services firms, announced the launch of its custom-built client portal, now available online and via iOS and Android mobile apps. The platform consolidates resources such as strategy documents, campaign plans, performance reports, messaging frameworks, and brand templates into one streamlined environment. Clients can also communicate directly with their dedicated Intention.ly team through the portal.
The new portal builds on Intention.ly's commitment to transparency, accountability, and collaboration. According to Kelly Waltrich, CEO and co-founder of Intention.ly, the portal reflects the company's role as a true growth partner. “Our clients always tell us we feel like an extension of their internal team,” Waltrich said. “The new portal gives them greater transparency into the work we’re doing together, opening up more opportunities for collaboration, and ensuring their experience is as impactful as possible.”
The launch coincides with Intention.ly's expansion of its solutions, including the recently announced AI Lab and its growing Operations and Technology offering. These initiatives aim to bring more value to financial services firms navigating an increasingly competitive landscape.
The portal and mobile app are designed to enhance the client experience by providing instant access to Intention.ly-created content, brand templates, media assets, project plans, timelines, and account updates. This move underscores the importance of seamless digital tools in financial services marketing, where firms require efficient collaboration and real-time insights to stay ahead.
Intention.ly's client roster includes some of the most recognized names in the financial services industry. The company positions itself as a growth engine that drives transformative results through meticulous execution. By integrating technology into its client engagement model, Intention.ly sets a new standard for how consultancies interact with their clients.
The implications of this announcement are significant for financial services firms seeking to optimize their marketing and growth strategies. The portal reduces friction in managing partnerships, enabling faster decision-making and more effective campaign execution. As the industry continues to digitize, tools like these become critical for maintaining competitive advantage.
