KING OF PRUSSIA, PA — Intention.ly has launched a new client portal, available online and through iOS and Android apps, designed to centralize resources and improve collaboration for financial services organizations.
The platform consolidates content, brand templates, strategy documents, campaign plans, reports, messaging frameworks, and project timelines into one streamlined environment. Clients can also communicate directly with their dedicated Intention.ly teams, ensuring real-time updates and accountability.
“Our clients always tell us we feel like an extension of their internal team,” said Kelly Waltrich, CEO and co-founder of Intention.ly. “The new portal reflects our commitment to acting as their true growth partner, giving them greater transparency into the work we’re doing together, opening up more opportunities for collaboration, and ensuring their experience with Intention.ly is as impactful as possible.”
The launch underscores the consultancy’s focus on transparency and performance reporting while reinforcing its position as a growth partner in the financial services sector.
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