A product primer.
ForwardLane are both fintech companies offering digital solutions for financial professionals. However, the products’ key differences really add up.
TIFIN uses algorithm-based investment strategies and portfolio management to deliver portfolios tailored to specific risk profiles and investment goals. ForwardLane, on the other hand, uses patent-pending technology to leverage artificial intelligence, machine learning and natural language processing to bridge the gap between data and decisions.
Translation: While TIFIN focuses on business intelligence, ForwardLane uses that intelligence to help wealth and asset managers work smarter not harder, transforming internal and external data into actionable insights and next-best actions.
Digging for goals.
In data analytics, data is only one nugget of information. In order to strike goal-achieving gold, advisors need a tool that enables them to do less mining for more findings.
ForwardLane is the only purpose-built data analytics platform made specifically for financial professionals. It also offers the industry’s only custom signals based factors such as available investible funds, money movement trends, and market trends–all with no coding and no compromises.
ForwardLane capabilities.
ForwardLane’s award-winning insight orchestration uncovers events and data with unmatched efficiency and precision to create personalized content and recommendations that strengthen relationships, build loyalty, and increase sales.
Daily insights: AI-driven analysis of market, environmental, enterprise and client data
Client prioritization: Identifies which clients need attention first via the industry’s only custom signals based factors such available investible funds, money movement trends, market trends, and more
Automated outreach: Seamless CRM integration for automated—and optimized--client communications
Next-best-actions: Right client, right time, right message
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