EMERGE: Your AI-Powered Copilot for Financial Advisors and Wholesalers

Transform your client outreach and management with real-time insights, hyper-personalized content, and next-level automation

 Emerge Brochure

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its dashboard, and its key capabilities.

Architecture Diagram

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Process Diagram

How EMERGE Work

To develop understanding of how a process is doneTo study a process for improvementTo communicate to others how a process is doneWhen better communication is needed between people involved with the same processTo document a processWhen planning a project

Timeline

Only ForwardLane was purpose-built for asset and wealth managers to add revenue without adding cost. With ForwardLane, data is aggregated and analyzed automatically to prioritize client engagement. One-to-one insights give you more time to focus on clients, suggest more relevant investment vehicles, and prospect for future growth.

Benefits Table

Key Benefits for Wholesalers:
Enhanced Client Outreach

Leverage real-time data to personalize your interactions and scale client engagement

Time Efficiency

Automate routine tasks, freeing up more time to focus on client relationships.

Sales Enablement

Equip your sales team with AI-driven insights to prioritize high-value opportunities.

Client Testimonials.

Productivity Gains & Time-Savings

Automated Client Prioritization & Engagement Strategy

Manual Process

Prioritizing clients manually takes around 30 minutes to 1 hour per client.

EMERGE Impact

EMERGE automates this process, saving 30-60 minutes per client. For 50 clients, this results in a total saving of 25-50 hours per review cycle.

Portfolio Creation and Optimization

Manual Process

Building and optimizing a portfolio can take 4-8 hours.

EMERGE Impact

EMERGE creates and optimizes portfolios in minutes, saving 4-8 hours per portfolio. For 10-20 portfolios per month, this results in a saving of 40-160 hours.

Multi-Source Data Integration & Insights

Manual Process

Gathering and analyzing data from multiple sources takes 2-3 hours per client.

EMERGE Impact

EMERGE integrates data seamlessly, saving 2-3 hours per client. For 50 clients, this results in a total saving of 100-150 hours per review cycle.

Next Best Action (NBA) Recommendations

Manual Process

Determining NBA for each client takes 1-2 hours.

EMERGE Impact

EMERGE provides real-time NBA recommendations, saving 1-2 hours per client. For 30 clients, this results in a total saving of 30-60 hours.

Dynamic Meeting Preparation

Manual Process

Preparing for client meetings takes 1-2 hours per client.

EMERGE Impact

EMERGE integrates data seamlessly, saving 2-3 hours per client. For 50 clients, this results in a total saving of 100-150 hours per review cycle.

Call To Action

Let's get in tuch

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Let's get in tuch

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