"Many firms are saddling their teams with the burden of manually processing data. On average preparing for client engagements and interactions takes 13 minutes.
With ForwardLane, we cut that down to just 2 minutes with 6.5X faster data analysis."
Be relevant and add value consistently. Your thought leadership, product updates and content personalized for clients and auto-matched to their data.
Super-powered data analysis, sorting and organization to save time in finding insights, sharing with clients and capturing to CRM.
ML-powered Client Signals and Next Best Actions aids in prioritization. Users get daily insights summarized, and managers get transparency into team performance.