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Blog
September 7, 2023

Can a robot predict the future?

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Blog
August 22, 2023

Scaling for Wealth and Asset Managers: The Roadmap to Growth

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August 7, 2023

TIFIN AMP vs. ForwardLane:  What’s right for your firm?

Find out which fintech platform asset management professionals rely on to provide tailored investment insights through data intelligence.

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Blog
July 25, 2023

Creating a new website that clicks.

In our ongoing mission to connect financial services professionals with the most powerful fintech tools in the industry, ForwardLane recently launched a new website.

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Press Release

Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management

ForwardLane, an AI-powered Decision Intelligence platform for asset and wealth management, has attained Microsoft IP Co-sell Ready status, gaining access to Microsoft's 600+ field sales teams in financial services to jointly market their AI solutions. This partnership aims to accelerate the development and deployment of AI-driven personalized insights for financial services firms, leveraging Microsoft Azure's capabilities and allowing qualifying customers to use their Azure consumption funds for ForwardLane's platform.

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Press Release

ForwardLane Appoints Industry Leader Eric Johnson as New President

ForwardLane, the premier data analytics and AI platform tailored for wealth and asset managers, proudly announces the appointment of Eric Johnson as its new president.

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Press Release

ForwardLane Launches EMERGE – Generative AI platform to Supercharge New Gen of Financial Services Professionals

With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales,marketing, business, and product professionals with no AI/LLM expertise can noweasily create, preview, and engage with valuable insights. Fully complaint, transparent, flexible, easily deployable, and upgradable, the solution provides real-time answers, insights, and analytics sourced from internal and external enterprise data.

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Press Release

Partnering with Fintech startups to power the next generation of disrupters

ForwardLane CEO Nathan Stevenson discusses fintech partnerships at Reuters's FinTech Sandbox.

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Press Release

Nathan Stevenson speaks with Melissa Gecolea at TVB

ForwardLane CEO Nathan Stevenson discusses how AI will affect jobs.

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Press Release

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group, the $7bn AUM RIA partners with ForwardLane to better identify client needs, enrich relationships.

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Press Release

New report highlights how next best action technology enables wealth managers to deliver personalized advice at scale and reduce time spent on meeting prep by 40%

"ForwardLane details how such technologies help to supercharge advisor productivity by leveraging existing data more effectively to create customized reports and insights for each client”

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Press Release

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Advisors can harness ForwardLane's AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM.

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Press Release

Morningstar Inc Investment Conference 2018

ForwardLane CEO, Nathan Stevenson speaks at Morningstar Inc Investment Conference.

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Press Release

Darren Duffy, Head of Wealth Managment, Thomson Reuters speaks with Nathan Stevenson

ForwardLane CEO Nathan Stevenson sits down with Darren Duffy of Thompson Reuters to discuss AI and cognitive computing.

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Press Release

ForwardLane Partners with InterGen Data for Life-Event Insights

"AI-powered Partnership to Offer Life Event-based Insights with Next Best Actions”

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Press Release

Medici Top 21 – Unveils the Leading Companies in AI

ForwardLane is recognized in the MEDICI Top 21.

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Press Release

FLX and ForwardLane.com Partner on AI Offering

FLX – the innovative network revolutionizing the engagement experience among asset and wealth managers – today announced a strategic alliance with ForwardLane.com, an AI, data, and analytics platform that personalizes the digital client experience, provides revenue and growth insights, and next best action workflows.

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Press Release

Benzinga Global Fintech Awards 2020: Future of Financial Planning - 11/10/2020

Catch CEO Nathan Stevenson speak on "The Future of Financial Planning" at the Benzinga Global Fintech Awards 2020.

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Press Release

Fintech Sandbox: Celebrates One Year Anniversary

FinTech Sandbox recognizes ForwardLane as an online cognitive computing platform for wealth management.

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Press Release

AIBE Summit Exhibition 2017

ForwardLane was recognized at AIBE, the world’s largest non-profit AI summit.

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Video

TCS - ForwardLane - Video Demo - 05.16.22.mp4

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Video

TCS ForwardLane Demo - 04.19.22

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Video

TCS ForwardLane Demo - 04.19.22

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Video

TCS - ForwardLane - Video Demo - 04.19.22.mp4

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Video

ForwardLane Holiday Message 2021

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Video

ForwardLane Holiday Message 2021 2

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Video

How advisors work smarter, not harder

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Video

FLOverviewDemo.mp4

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Video

Client Centricity with Invesco and ForwardLane

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Video

30 second explainer - Next Best Action

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Video

VSL - Intro

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Video

ForwardLane Brief Overview for Ron Carson

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Video

ForwardLane P3 Overview and Product Demo

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Video

Ashish Braganza LPL 02

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Video

3 Content Personalization

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Video

ForwardLane P3 Overview and Product Demo

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Video

ForwardLane P3 Overview and Product Demo for Michael Kitces

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Video

ForwardLane P3 Overview and Product Demo for Michael Kitces

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Video

30 second explainer - ForwardLane Client Signals

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Video

How AI helps RIAs grow

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Video

4 Client Prioritization

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Video

2 Next Best Action and Share

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Video

1 Client Signals

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Video

On Data-driven Insights: ForwardLane x Invesco - Craig Lieb, Director of CRM and Sales Enablement

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Video

Fast Forward with Forward Lane - Ashish Braganza

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Video

zoom_0

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Video

ForwardLane - Insight Widgets Feature

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Video

ForwardLane - Content Personalization Feature

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Video

ForwardLane Platform Overview

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Video

ForwardLane - Client Signals Feature

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Video

ForwardLane - Client Prioritization Feature

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Video

ForwardLane

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Video

Forward Lane - Brand AD #01

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Video

Forward Lane - Brand AD

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Video

Forwardlane Product Overview and Demo

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Video

PathFinders - Shortcuts With Aaron Price, Propelify CEO

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Video

PathFinders Season One - Behind The Scenes With Matt Brown

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Video

Maria Gotsch - State of NY Fintech

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Video

How we use Data Science

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Video

Craig Lieb - Innovation at Oppenheimer Funds

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Video

Oppenheimer Funds X ForwardLane

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Video

Foward Lane _Brand AD 2

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Video

Tell us about Forwardlane?

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Video

The Culture At ForwardLane

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Video

Robert Holland-ForwardLane's Engagement Model

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Video

Shay Krauss-ForwardLane's Technology

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Video

John Stecher - Innovation at Barclays

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Video

RISE NY - The Home of NY FinTech

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Video

Darren Duffy - Technology in Wealth Management

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Video

ForwardLane pitch for Barclays Techstars London - Internal Demo Day

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Video

Forwardline-Preview_FullRes_MP4

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Video

Jason Pereira - AI at IBM

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Video

Mark Rodrigues - The Role of Innovation in Finance

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Video

Kyle Zasky - Principal Investing at SenaHill

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Video

Larry Wiesenack Co-President of Cowen and Company

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Articles

Making headlines

Press Release

ForwardLane Appoints Industry Leader Eric Johnson as New President

September 17, 2024

ForwardLane, the premier data analytics and AI platform tailored for wealth and asset managers, proudly announces the appointment of Eric Johnson as its new president.

Read More →
Press Release

Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management

December 5, 2023

ForwardLane, an AI-powered Decision Intelligence platform for asset and wealth management, has attained Microsoft IP Co-sell Ready status, gaining access to Microsoft's 600+ field sales teams in financial services to jointly market their AI solutions. This partnership aims to accelerate the development and deployment of AI-driven personalized insights for financial services firms, leveraging Microsoft Azure's capabilities and allowing qualifying customers to use their Azure consumption funds for ForwardLane's platform.

Read More →
Press Release

ForwardLane Launches EMERGE – Generative AI platform to Supercharge New Gen of Financial Services Professionals

August 8, 2023

With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales,marketing, business, and product professionals with no AI/LLM expertise can noweasily create, preview, and engage with valuable insights. Fully complaint, transparent, flexible, easily deployable, and upgradable, the solution provides real-time answers, insights, and analytics sourced from internal and external enterprise data.

Read More →
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Financial Industry
August 14, 2023

ForwardLane Launches EMERGE – Generative AI platform to Supercharge New Gen of Financial Services Professionals

With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales,marketing, business, and product professionals with no AI/LLM expertise can noweasily create, preview, and engage with valuable insights.

Read More →

With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales,marketing, business, and product professionals with no AI/LLM expertise can noweasily create, preview, and engage with valuable insights.

Read More
Industry

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