Transforming the Client Experience with Personalization
Personalized Insights powered by AI
Connect with clients in a personal and engaging way -
scale the investment advice and personal coverage
once reserved only for the ultra high net worth,
efficiently deliver the best ideas, data and insights to
the entire client base.
The Next-Gen Digital Portal
Dynamic content, connected to portfolio analytcis
helps clients understand what is happening, how it
affects them and gathers research, news and
thought leadership to explain why.
Expert Conversation to Empower Advisors
Next Gen Expert Q&A
Ask questions and get smart answers
back from firm and market data
around research topics, trending
themes, products, perfomance,
pricing and other insights
Speak with the Brain
You want to go beyond chatbots and
simple questions to intelligent
conversation. Tap into the
ForwardLane Brain to find connected
insights that marry realtime and
Ability to handle context matters when
handling questions. ForwardLane can
be trained to handle contingent logic,
and understand context in a
Upgrade your wealth management platform today.
Contact ForwardLane today to see how you can drive growth, automate insights, streamline operations, and provide superior client service.