ForwardLane

Automate

Save time and effort. 

Aggregate and analyze data you need for client engagement from unstructured and structured sources     

Personalize

Be relevant.

Signals and content for clients with reasoning for use in meetings, calls and digital client engagement.          

Scale

Be consistent. 

Prioritized client engagement, personalized content recommendations and next-best actions for every client.

SEI

"High-net-worth (HNW) investors weigh personalization and
overall client experience as equally important as
trust and transparency when determining overall
satisfaction with their advisors"

forrester

"Financial services firms should personalize
across the lifecycle and on all touchpoints"

BCG

"Personalization at scale can provide a direct route to lower rates of customer churn and higher sales.
Conservatively speaking, it can lead to
annual revenue uplifts of 10% for banks."

Featured in:

It Starts with a Signal

At ForwardLane, we ensure you always have the data to support your clients, so you can grow your business

ForwardLane for Asset Management & Distribution

Enable internal and external wholesalers to drive

advisor satisfaction and loyalty

  • Daily Advisor Prioritization
  • Advisor Signals & Next-Best Actions
  • Personalized Content & Reasoning

ForwardLane for Wealth Management & Advisory

Empower every advisor to be client-centric, know what matters, and organically grow their business
  • Daily Client Prioritization
  • Client Signals & Next-Best Actions
  • Personalized Content & Reasoning

You, in the ForwardLane

Deliver the Best Client Experience with Proven AI Technology Built for Financial Services

  • Always know who to call and what to say
  • Be prepared with talking points, next-best actions and ideas
  • Never search for that strategy piece or most recent product update email again!

Transform the client experience by leveraging smarter tools that enable your team for digital engagement and learn from client feedback.

ForwardLane integrates directly into your CRM workflow, so you remain focused on what matters to clients and prospects.

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Client Prioritization

Who to talk to

A dynamic view of your book of business, scored and ranked by signal, action, collection or campaign

Client Signals & Next-Best Actions

What to say and why

Relevant insights and next-best actions for every client, never miss important signals or key talking points for client engagement

Personalized Content

What to share

Relevant, value-add content for clients based on their individual signals. Filter by internal/external content, products, specialist teams or source

Delivering an enhanced workflow to your desktop​

The result? Know who to call and what to say with Personalized Insights™ to drive sales and prevent losses.

Support each engagement across your full client and prospect lists

Personalized Insights™ provides you with the content you need – at the click of a button, so you can engage with every client on a relevant and personal level.

Connect with each client at the right time with the right conversation

Client Signals ranks which client to engage with next, who you should be speaking to next is based on current market trends, goals and other indicators. An AI recommendation engine and machine learning ensure continuous refinement too. 

These insights are delivered straight into your CRM via Salesforce, HTML or APIs. The data is all there – but it needs to be sourced, its importance and relevance weighed, curated and then delivered.

What our users have to say

0%

of users said ForwardLane's signals helped bring consistency and confidence to client engagements

0%

of users report leveraging ForwardLane signals in of client conversations
(with Salesforce integration)

“By the end of the day, I would be disappointed if a client I pulled up didn’t have enough ForwardLane signals - so now I add better notes in CRM.”
MJ, $500bn Asset Manager
“Even if there were no additional improvements to the ForwardLane system, I would still use it every day.”
“I am convinced your product is one of the better, if not best out there in this space.”
— Chief Innovation Officer, Global Private Bank
“An important strategic technology asset.”
- VP Advanced Analytics, Distribution, $1.2 trillion AUM Asset Manager
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Why ForwardLane?

Built by financial professionals, for financial professionals

We’re obsessed

Creating solutions to improve client relationships at scale in financial services is our singular focus.

Client-centric

Whether you are a high-functioning team in an office or supporting clients from disparate locations, ForwardLane improves collaboration, sales consistency and critical client communications.

We know you’re different. We expect it

We focus on signals that activate your existing client data and learn from user and client feedback to scale a differentiated experience.

Get Started with ForwardLane

Learn more – see how we are leveraging technology to empower wholesalers, consultants, wealth managers, RIAs, commercial bankers and more.

Watch the Video – Solutions & Use Cases

Talk to a solution expert – wondering if you can benefit from client signals, next-best actions, and personalization for every client?

Put AI to work for you – ForwardLane puts you in the driver’s seat so you can focus on the client journey.