Curated News
By: NewsRamp Editorial Staff
September 23, 2025
Intention.ly Launches Custom Client Portal and Mobile App for Financial Services
TLDR
- Intention.ly's new client portal gives financial services firms a competitive edge by providing instant access to performance reports and strategic campaign plans.
- The portal consolidates strategy documents, project timelines, performance dashboards, and communication tools into one streamlined web-based and mobile-friendly platform.
- This platform enhances collaboration and transparency, creating better client experiences that help financial services firms serve their customers more effectively.
- Intention.ly's new mobile app delivers instant access to brand templates, media assets, and real-time account updates for on-the-go financial services professionals.
Impact - Why it Matters
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.
Summary
Intention.ly, the leading growth engine for financial services firms, has launched a comprehensive custom-built client portal that represents a significant advancement in client experience management. The new platform, available both online and through dedicated iOS and Android mobile applications, consolidates all essential relationship management tools into a single streamlined environment. This development builds upon Intention.ly's established foundation of transparency, accountability, and collaboration, reflecting the company's ongoing mission to set new standards for how financial services organizations interact with their growth partners.
The newly unveiled portal provides clients with instant access to a wide range of critical resources including Intention.ly created content, brand templates, media assets, strategy documents, campaign plans, performance reports, dashboards, messaging frameworks, project timelines, and account updates. Clients can also communicate directly with their dedicated Intention.ly team members through the integrated platform. According to CEO and co-founder Kelly Waltrich, the portal embodies the company's commitment to functioning as a true extension of their clients' internal teams, providing greater transparency into collaborative work and opening up more opportunities for impactful partnership.
This launch represents the latest step in Intention.ly's expanding suite of solutions for financial services firms, joining other recent innovations such as the recently announced AI Lab and the growing Operations and Technology offering. The company, which serves as the go-to growth consultancy and marketing agency for the financial services industry, has built its reputation on driving transformative growth for recognized names in the business through meticulous execution that delivers tangible results. The new client portal and mobile app specifically address the need for more integrated, accessible, and collaborative tools in an increasingly competitive financial services landscape.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Intention.ly Launches Custom Client Portal and Mobile App for Financial Services
