Make every client feel like your only client. Uncover events, insights, and data with unmatched efficiency and precision to create personalized content and recommendations that strengthen relationships, build loyalty, and increase sales.
Uses industry-specific natural language processing (NLP)
Employs machine learning with user reinforcement learning
Delivers firm and advisor-specific prioritized signals
Securely connects enterprise, BridgeFT, and custodial data
Makes it easy and cost-effective to automate analysis and use insights
Offers smart, simple, award-winning embedded UX
Enables scalable client personalization, prioritization and efficiency
Delivers HTML and embedded Salesforce CRM integration
150% data-driven revenue growth thanks to automated tasks, ability to take on more clients, and grow business without compromising service.
650% faster time to insights, allowing more time for client engagement and other high-value tasks.
Deeper understanding of clients’ financial situation, enabling personalized and effective advice.
Actionable strategies to enhance effectiveness as an advisor.
High-quality preparation process, increasing overall client satisfaction and results.
Personalized advice and content enhances trust, satisfaction and client retention.
Reduced risk, greater consistency across advisors, improved management reporting and feedback loop.
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.
Patent-pending insight orchestration
Enterprise infrastructure
No-code platform
Award-winning,
easy-to-use interface
High adoption rate
Strategic partnership with Microsoft and Open AI
Use the best LLMs
Open AI, Anthropic, Llamma or Gemini
