See how ForwardLane is making headlines for our clients and in the financial sector.
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.
"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”
"AI-powered Partnership to Offer Life Event-based Insights with Next Best Actions”
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.
Sequoia Financial Group, the $7bn AUM RIA partners with ForwardLane to better identify client needs, enrich relationships.
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