Smarter Conversations with your Customers

ForwardLane is an applied artificial intelligence company that builds enterprise-scale
strategic solutions to supercharge digital advisory and distribution in wealth
management, asset management and insurance.

Our smart investment brain lets financial professionals synthesize, analyze and converse in natural language with vast amounts of data

Synthesis

Dynamically gathers content
from disconnected sources

Bespoke content, product knowledge, company data, research, news, market data

Analysis

Creates an
intelligence layer

Customer data, investment views, quantitative insights, risk metrics and return scenario probabilities enable predictive analysis and personalization

Conversation

Brings data to life
for human-driven interaction

Financial professionals view data in new ways and ask questions in a language they understand to bring personalized insights and advice to their customers and prospects

Creates better experiences and outcomes for your customers and your firm

Built for Finance

We are an AI-first company with a platform designed by financial services experts.

Patent-Ready Natural Language Innovation

Your firm’s financial professionals more readily provide real-time analytics, send customized financial reports and advise customers on investment strategy.

Speed to Market

A highly innovative enterprise data integration model quickly wraps enterprise applications into a secure container.

Platform

Our platform synthesizes the collective intelligence of the firm with quantitative models and financial market data so financial professionals can create instantly personalized stories to better engage prospects and service existing customers.

ForwardLane understands context and engages in conversation to create personalized advice

DISTILLS AND DISCERNS FACTS

Multi-dimensional natural language capabilities process data as a 3D scanner to find relevant information across a wide number of datasets.

DYNAMICALLY GATHERS CONTENT

Event-driven intelligent content system dynamically fetches and retrieves structured and unstructured data based on templates of understanding and Dynamic Card libraries.

MAKES SENSE OF DATA

Semi-supervised learning, deep machine learning and knowledge graphs  automatically identify and connect clusters of data.

ACCUMULATES CONTEXT

Synthesizes firm-specific and financial industry ontologies to better understand how to frame data and how conversations take place.

LEARNS AND GETS SMARTER

Uses natural language understanding with predictive capabilities to solve tasks like next best topic prediction, next best question and answer and a range of other tasks.

KNOWS HOW PEOPLE TALK

Using neural network architectures  and an  astounding understanding of investment language interprets  what people have said and  the ambiguity of words and  learns from the in-context usage.

As Seen In

Upcoming and Past Appearances

Date: Wednesday, April 26th 2017

Time: from 10h45 – 11h30

Title: Converge: The Robo-Advisory Forum: Artificial Intelligence vs Robo-Advisor: What’s the Difference and How Can the Two Work in Unison?

Description:

Why AI is different from robo-advisory—what can it do? Is it all back-end operations?

ChatBots, data science, and machine learning

Using AI to create unique experiences for consumers and customizable products

Speakers: Nathan Stevenson, Chief Executive Officer, Forwardlane Inc

Date: Tuesday, March 14th 2017

Time: from 18h30 - 20h30

Title: FinTech Innovation Lab, the Partnership Fund for New York City and Accenture present: Evening panel discussion on Artificial Intelligence in Financial Services Industry

Description:

Opportunities and impact of Artificial Intelligence for Financial Services

How to partner with large financial institutions

Q and A with light refreshments and networking

Speakers: Nathan Stevenson from Forwardlane, Kris Hammond from Narrative Science, Sandeep Saini from Bank of America Merrill Lynch and Zor Gorelov from Kasisto

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