This month, we’re taking a closer look at why budget is so important for digital advertising success, breaking down what we learned from some of the industry’s top marketing leaders, and sharing a game-changing new client experience enhancement. Let’s go!
Intention.ly Launches Custom Client Portal and Mobile App to Enhance Client Experience
We’ve always been dedicated to giving our clients the clearest, most easily accessible view into the work we’re doing together and what’s being executed on their behalf. Now, we’re thrilled to introduce our custom-built client portal, available online and through both iOS and Android apps. The new experience gives clients real-time access to their full Intention.ly partnership ecosystem, including performance reports, project plans and timelines, all assets and deliverables, and more.
Two former professional athletes and a marketing leader walk into a podcast…
There’s no punchline; that’s the dynamic lineup on this month’s Don’t Do That. Kelly and guests Winston Justice, Ryan Marcus, and Michelle Winkles cover a variety of topics you won’t want to miss, from making the transition to financial services after careers in professional sports to building a sales and marketing engine that actually converts digital leads.
From the stunning cliffs of Kotor, Montenegro, Chief of Client Strategy Joe Steuter translates the experience of being at sea with dozens of international travelers into an actionable framework for better positioning your firm. He explores the importance of actively seeking perspectives from all of your clients, and how even short conversations can completely reshape your messaging strategy.
AI in Financial Services: A Fireside Chat with Kelly Waltrich and Tina Powell
At Intention.ly, we watch firms implement, or try to implement, AI tools every day. We do it ourselves, experimenting with new solutions and integrations to bring our clients the most effective workflows without sacrificing authenticity or triggering compliance. In this recently recorded fireside chat, Kelly and Tina share what’s working, what isn’t, and how to design a strategic AI roadmap for your firm.
Why Your Digital Marketing Budget Isn’t Enough to Drive Results
Digital advertising platforms are built to reward scale. The more you’re willing to spend, the more consistent data the systems have to identify patterns, optimize targeting, and improve ad placement. Spending less isn’t just a waste of time; it’s an active waste of budget. In this article, Head of Digital Marketing Dan Natale illustrates the hidden costs of underfunding campaigns and how to shift your mindset to capture market share from the competition.
Everything We Learned at the Future Proof CMO Collective
Tina Powell, Kelly Waltrich, and Michelle Winkles hosted a sold-out CMO Collective Think Tank at Future Proof Festival a few weeks ago, bringing together over 150 of the top marketing minds in financial services. In this article, Tina explores the persistent common challenges facing today’s RIA firms, along with strategic solutions shared during the event.
