Supercharging financial service professionals with personalized insights for your clients

Personalized Insights™

Having the most relevant content at hand
to build and nurture client relationships

Client Signals™

A platform that ranks which clients you
should be engaging with next


"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"


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


"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."

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Superior client engagement with Personalized Insights™

ForwardLane’s Personalized Insights™ provides one-on-one, data-driven insights for clients based on financial goals, transaction patterns, CRM notes, and other data.

Information overload is accelerating.

The best financial professionals navigate up to 5 different systems and 200 clients, amounting to over 100 hours of research and preparation alone, in order to provide proactive, personalized service.

Do you have time for this?

Personalized Insights™ provide you with the content you need to instantly engage with every client on a relevant and personal level.

Let us do the heavy lifting so that you can focus on what you do best – delivering proactive, insightful service.

You need to be relevant and interesting.

Use ForwardLane to synthesize enterprise data and enable personalized service using insights from premium external providers and internal sources.

  • Instantly relevant: spend zero time searching for icebreakers, insights or interesting stories for clients.

  • Find the stories behind the numbers: understand market movements in transactions portfolios by reading hundreds of thousands of articles with 4K NLP.

  • What’s trending: find trending articles across the firm and client base to better recommend popular content.

Get instantly smarter with Client Signals™​​

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

Drive faster, smarter conversations with Client Signals™ from patterns in your enterprise data.

  • Faster Time-to-Insight – start your day with the high scoring clients and next best actions.

  • Get Growth Signals for Up- and Cross-selling – scan CRM notes for key products, strategies and actions discussed.

  • Never Lose Clients – run asset retention signals across your book to spot negative changes in behavior before it’s too late.

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


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


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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