ForwardLane is a B2B Cognitive Advisory Platform for Wealth Management and Financial Institutions
defn: empower humans with artificial intelligence that distills actionable investment insight from vast quantities of data.
Robo-Advisors replace the financial advisors. We empower them.
YOU SAVE TIME. INCREASE COVERAGE. IMPROVE CUSTOMER SATISFACTION.
Imagine reducing costs by 40 percent and increasing client capability by 3x with a 200 percent increase in customer satisfaction.
Proactively manage your dynamic client base, see who needs immediate guidance based on changing views, market events and risk signals, everything client-related in a single snapshot
Streamline compliance through automated tracking of each touchpoint in the investment process and generate product recommendation and Fiduciary Standard reports
Channel the knowledge and resources of your entire firm through our industry leading natural language text and voice conversation agent - 80% of client questions can be answered instantly - even on weekends and holidays
Apply the firm’s unique views, best thinking models and portfolio construction methods to build sophisticated investment solutions, analyze impact and performance on individual client portfolios
Uncover actionable investment insights from world news, internal and external research on companies, and geopolitical events all-accessible by our natural language conversation agent