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

Intention.ly, the leading growth engine for financial services firms, has unveiled its custom-built client portal now available online and through iOS and Android applications. This new platform marks a significant advancement in the growth consultancy's mission to establish the client experience standard for organizations supporting financial services companies.

The portal builds upon an existing foundation of transparency, accountability, and collaboration by creating a complete web-based and mobile-friendly environment that consolidates all necessary resources for partner firms to manage their relationships through one streamlined platform. Clients now have instant access to Intention.ly created content, brand templates, media assets, strategy documents, campaign plans, performance reports, dashboards, messaging frameworks, guidelines, project plans, timelines, and account updates.

The platform enables direct communication between clients and their dedicated Intention.ly team members through both the portal and mobile applications. Kelly Waltrich, CEO and co-founder of Intention.ly, emphasized that clients frequently describe the company as feeling like an extension of their internal teams, a privileged role the company takes seriously. The new portal reflects Intention.ly's commitment to acting as a true growth partner by providing greater transparency into collaborative work, opening more opportunities for cooperation, and ensuring the client experience remains as impactful as possible.

This launch coincides with Intention.ly's continued expansion of solutions designed to bring additional value to financial services firms, including the recently announced AI Lab and the growing Operations and Technology offering. The integration of these new technological capabilities represents a strategic move to address the evolving needs of financial services organizations operating in an increasingly competitive landscape.

The implications of this announcement extend beyond immediate client convenience, potentially setting new industry standards for how growth consultancies interact with financial services partners. By centralizing communication, strategy documentation, and performance tracking, Intention.ly's new platform could influence how marketing agencies and consultancies approach client relationship management across the financial sector. The mobile accessibility aspect particularly addresses the need for real-time collaboration in an industry where market conditions and regulatory requirements can change rapidly.

For financial services firms, this development means more efficient access to critical marketing resources and performance data, potentially leading to faster decision-making and more responsive campaign adjustments. The consolidation of various tools and communications into a single platform may reduce administrative overhead and improve coordination between internal teams and external consultants. As financial institutions continue to navigate digital transformation challenges, having streamlined access to growth consultancy resources through both desktop and mobile interfaces could significantly impact operational efficiency and marketing effectiveness.