ForwardLane

Products
Applied artificial intelligence that accelerates digital advisory and distribution insights.

Platform Features

4K NLP for Finance

High-quality insights depend on surfacing quality information 
  • Enhanced Entity Extraction: A curated taxonomy designed for financial services based on Financial Industry Business Ontology (FIBO). 
  • 3rd Generation: Trained on news, research and content from Thomson Reuters, Morningstar and curated content from leading asset managers. 
  • Find and link financial entities such as fund names, equities, indices, financial institutions and industry specific information like financial direction and financial sentiment. 
  • Make sense of unstructured data: News, research, articles, CRM notes, emails and link to structured market data. 
  • Connected to US and European Market and Securities Master to automatically link, and enrich entities. 
  • Performs 4X better in financial services than generally available NLP services.

A1 Signal Engine:

A flexible and configurable signal engine that automates insights. 
  • Signal Collections – group signals according to themes. 
  • Signals – mimic human analysis with powerful automated insights from a variety of data sources with workflow scripts. 
  • Make sense of unstructured data – news, research, articles, CRM notes, emails and link to structured market data. 
  • Connected to US and European Market and Securities Master to automatically link, and enrich entities.

ForwardLane Goal Miner

Surfaces financial goals from unstructured data such as CRMs. 
  • Surface financial goals around retirement, lifestyle, protection and education from unstructured data. 
  • Pre-trained on human conversations – find the conversations that matter.
  • Follow-up on important goal-based conversations.