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. Created by innovative marketing firm Rocket Fuel Labs, the website is designed to create a seamless user experience that allows easy access to the information this busy audience needs most.

Creating a new website that clicks.
“We were very intentional about the design of the website,” says ForwardLane Founder & CEO Nathan Stevenson. “We wanted to make it easy to glean the benefits of software that uses AI to automatically collect and analyze client data to deliver personalized content, client prioritization, and Next Best Actions. The new site is a reflection of our brand, the value we deliver, and our commitment to our clients and the industry at large.”

The new website takes a brand-forward approach in reimagining the functionality of this essential medium. Highlights include:

Clear navigation

to product features and use cases 

Call-outs for benefits

to specific audiences, including wealth management, asset management, and insurance, among others. 

Images of the product interface

to showcase its powerful attributes

Added insight and information

about the platform’s effectiveness at increasing customer satisfaction and boosting sales up to 35%, while reducing planning and client prep time

Clickable, interactive segments

with engaging color, graphics, and design elements that reflect the forward momentum of ForwardLane


Join the evolution revolution.

To see why ForwardLane is the #1 AI tool for wealth and asset management, reach out to learn more.

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Features & Functionality
Insights & Data Feeds
Multi-custodial data
CRM Data
Financial planning data
Market news & data
Rapid addition of new data feeds
Robust signal library
Multi-source signals based on Boolean logic
Multi-source signals based on NLP
Multi-source signals based on machine learning
No code creation of new signals
Next Best Action recs and workflows
Native Salesforce Flows
Content personalization
Client and prospect personalization
Integrations / Interface
Salesforce API
Salesforce Embedded Experience
Data packs
Market & News Data
Up to 650% faster time to insight
85% less time preparing for client interactions
Up to 35% expanded sales
Up to 15% more sales capacity
Up to 650% faster time to insight
Up to 35% expanded sales
Up to 15% more sales capacity
Check out the new ForwardLane website for yourself at ForwardLane.com.