Intention.ly, the leading growth engine for financial services firms, has officially launched its custom-built client portal, now available on the web as well as iOS and Android. This new platform marks a major milestone in the consultancy’s mission to set the standard for client experience across the financial services industry.
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The portal creates a seamless environment where partner firms can access everything they need to collaborate with Intention.ly all in one place. Designed with transparency, accountability, and efficiency in mind, the platform consolidates key resources and communication tools into a single, user-friendly hub.
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Through the portal and mobile app, clients now have instant access to:
Custom Intention.ly content, brand templates, and media assets
Strategy documents and campaign plans
Performance reports and dashboards
Messaging frameworks and brand guidelines
Project timelines and deliverables
Account updates and announcements
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Clients can also connect directly with their dedicated Intention.ly team members through the platform, making collaboration easier and more efficient than ever before.
“Our clients often tell us we feel like an extension of their internal team—and that’s a role we’re honored to play,” said Kelly Waltrich, CEO and co-founder of Intention.ly. ““This new portal is a reflection of our commitment to being a true growth partner. By giving clients greater transparency, more opportunities for collaboration, and a smoother experience overall, we’re ensuring their partnership with Intention.ly is as impactful as possible.”
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