ForwardLane, a FinTech start-up based in New York City, is a next generation artificial intelligence (AI) company using machine learning to aggregate and scale firm-specific content, market data news, investment research, product materials, and strategic analytics for financial professionals to deliver personalized stories for their clients.
ForwardLane’s two new configurable APIs leverage natural language processing and deep learning AI for advisory, sales and distribution professionals. The first API framework, Personalized Insights, is specifically tailored to automate and augment research and preparation for advisory, sales and distribution specialists to perform before client meetings and discussions.
Used by large asset managers, wealth management firms and insurance companies, it uses NLP to read and understand client profile data, and runs configurable human business data that incorporates commentary for clients.
It enables high-touch customization to all clients in milliseconds; work that takes hours to perform. Financial professionals obtain a prioritized list of clients to call, what content to share and the reasoning behind the outreach.
ForwardLane’s second API, Expert Conversation, is powered by a framework purpose-built for institutional finance. Advisors can access firm and market intelligence on-demand from firm and market data. Professionals or end investors can ask questions about market-related events, firm investment strategies and the potential impact to client portfolios.
The Conversation API is ready-made for sales and distribution teams to explore investment products with findings for clients, deployed via Cloud API or on-premise.
ForwardLane augments human intelligence by searching for and synthesizing relevant news, research and product material personalized for each client. Combined with ForwardLane’s APIs, financial professionals eliminate repetitive, time-consuming tasks to focus on client acquisition, experience and service.
The system’s algorithms continuously learns by tracking every touchpoint throughout the customer journey and supports advisor productivity. “
“The two APIs empower the world’s leading asset managers, wealth managers and insurers augment the capabilities of their star performers and bring a consistently high-quality, personalized experience to their clients. It ties humans with machines for exciting new solutions,” said Nathan Stevenson, CEO of ForwardLane.