In a highly-competitive, commoditised industry, it’s easy to lose clients if you don’t have the time for regular meetings, or aren’t offering valuable insights when you do see them.
If you aren’t adding value, you’ll quickly become irrelevant – particularly if your competitors are offering the insights you can’t.
At ForwardLane, our mission is to empower you with the insights you need to build better, more meaningful relationships with your clients.
At ForwardLane, we understand the challenges you face and what you’re competing with in the market, from robo-advisors to the explosion of passively managed funds.
It’s more important than ever before to build meaningful, value-driven relationships with your clients, and yet despite more data to draw from than ever before, you don’t have the time to sift through it all to determine what’s relevant and useful to each individual.
Big Data and Artificial Intelligence should be empowering you as a relationship manager. You need a tool that can help you to build and nurture your client relationships through:
Because the insights you draw are contextually relevant and specific to each client, you can offer personalised, unique and tailored investment advice specifically for each individual client – at the click of a button.
Be valued for your expertise, acknowledged as a leader in your field and differentiated in a highly competitive market
Build stronger relationships and multiply your bandwidth by increasing the relevancy of each client engagement
Spend more time thinking about creative, unique solutions for your clients.
Offer a level of ‘white-glove service’ that was previously reserved for high-net-worth individuals to all of your clients.
Solutions that will change your:
ForwardLane’s core focus is to help you remain relevant in an ever-changing and competitive space, while also helping you engage more with your clients and build stronger relationships.
Our product suite reads through both structured and unstructured data like a financial analyst, surfacing the most relevant insights from the perspective of each individual client’s needs, and providing concise explanations of why each insight is relevant.
To do this, we need to understand your business. This is achieved through a simple, four-step process.
Step 1: We Listen
We listen to understand your unique challenges as they relate to your product, services and clients.
Step 2: We Partner
We partner with you to propose a solution.
Step 3: We Launch
We configure the system for your specific needs and define a deployment plan.
Step 4: We Optimize
We track and adjust the solution to suit your needs.
We guarantee a production-ready solution within the quarter that will enable you to have more relevant and meaningful conversations with your clients.