ForwardLane's mission is to be the essential platform used by financial professionals for personalized conversations.
The patent-pending AI Insight platform reads, analyzes and organizes unstructured and structured data with industry-specific precision for wealth and asset management. Automating human analysis with AI means advisors can digitally engage clients with significantly enhanced frequency, quality and consistency.
The ForwardLane product suite offers Salesforce & HTML5 CRM integrations along with an API framework to blend insights seamlessly into existing workflows.
ForwardLane’s AI Insights platform can empower financial services intermediaries to:
Save time with prioritization/focus and workflow integrations
Uncover client insights from unstructured data,
Provide hyper-personalized content, and
Increase wallet share and prevent client churn
Founded in 2015 in New York, ForwardLane has raised $8.3m in funding and is backed by leaders in data, analytics and innovation in wealth management including SEI Ventures, Refinitiv and SixThirty Global Fintech Fund. ForwardLane’s clients include leading wealth and asset managers with more than $1trn AUM.