The #1 data analytics platform made for financial professionals.
Today’s financial professionals spend 50% of their time gathering and analyzing data, leaving little time to engage with clients.
The result is a loss of client satisfaction, loyalty, opportunity, and growth. Using award-winning analytics and AI-driven insights, the ForwardLane platform delivers the customized data you need to prioritize clients, enrich relationships, and drive Next Best Actions.
ForwardLane is the only purpose-built data analytics platform designed specifically for wealth and asset managers. See how our platform can benefit your industry and role.
Improve decision-making, increase client engagement, boost revenue, and drive retention.
Prioritize and customize client interactions by life stage, available funds, market trends, and more.
Personalize your approach, streamline risk assessment, and improve the underwriting process.
"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”
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.
Advisors can harness ForwardLane's AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM.
FinTech Sandbox recognizes ForwardLane as an online cognitive computing platform for wealth management.
ForwardLane CEO Nathan Stevenson sits down with Darren Duffy of Thompson Reuters to discuss AI and cognitive computing.