Transform your client relationships, your business, and your bottom line with unmatched insights, streamlining, and Next Best Actions with our AI-driven data analytics platform.
Harness the power of AI to activate all of your custodial and CRM data
Prioritize client interactions based on signals such as life stage, available investable funds, market trends, news, and more
Offer customized, data-driven insights and next-best-actions that reach the right clients at the right time for the right reasons to build assets under management
Identify opportunities, cross-sell options, and upsell prospects to fuel revenue and expand business
Proactively address client needs, detect at-risk patterns in client behavior, and cultivate loyal clients who refer new prospects
Prepare for meetings more quickly and easily with data consolidation, data analysis, insights and next-best-actions.
RIAs gain a competitive edge by providing personalized insights for every client, every day
Grow client assets with recommended Next Best Actions
Easily prioritize the most important clients to engage with first
Streamlined workflow through contextual insights
Increased productivity due to consolidated platforms and sources
Present complex data to clients in a way that resonates with data stories
Broker-Dealers can increase commissions and overall holdings with insights and recommendations tailored to clients and their goals
Improve advisor/firm relationships through improved performance and results
Automate analysis using ForwardLane’s AI to surface important insights and save hours
Simplify reporting with the freedom to filter data by category
Receive automated signals based on team performance and coaching opportunities
Analytics engineers, citizen data scientists, and data scientists can leapfrog time-consuming elements of prep, exploration, analysis and modeling
Free up time to tackle more difficult problems
Cut time to deliver models
Simplify access to data from across the organization
Create insights and signals with no code interface