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Intention.ly Launches Custom Client Portal and Mobile App for Financial Services

Intention.ly launches custom client portal and mobile app for financial services firms, providing centralized access to marketing assets, performance data, and collaboration tools to enhance client experience.

This development matters because it addresses the growing need for seamless digital collaboration in the financial services industry, where transparency and real-time access to marketing assets and performance data are crucial for competitive advantage. Financial services firms increasingly rely on specialized growth partners like Intention.ly to navigate complex regulatory environments and evolving customer expectations. The new portal represents a significant step forward in client-agency relationships, potentially setting new industry standards for how marketing and growth services are delivered and managed. For financial institutions, this means more efficient access to critical marketing resources, better visibility into campaign performance, and enhanced collaboration capabilities that can accelerate growth initiatives. In an industry where timely execution and compliance are paramount, having a centralized platform for all client-agency interactions can streamline operations and improve outcomes. The mobile accessibility also reflects the modern need for on-the-go management capabilities, allowing financial services executives to stay connected with their growth initiatives regardless of location.