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Forwardlane
Forwardlane
forwardlane.com

Locations

United States · New York County, NY, USA · New York, USA · New York, NY, USA · Manhattan, New York, NY, USA · Soho, New York, NY, USA · Soho, New York, NY, USA

industry

Finance

Size

11-50 employees

Stage

Other

founded in

2015

Smarter conversations with clients accelerate digital engagement. Be relevant, ultra productive, and personal. ForwardLane is a fast-growing, award-winning AI wealth tech startup that enables proactive, personalized advisory and distribution with powerful, personalized insights. The patent-pending AI insights platform combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.


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