Deliver the Best Client Experience
with Proven AI Technology Built for Financial Services

Transform the client experience by leveraging smarter tools that enable your team for digital engagement and learn from client feedback.

ForwardLane integrates directly into your CRM workflow, so you remain focused on what matters to clients and prospects.

Learn how today.

Supercharged Client Relationship Management Tools

In today’s competitive financial services environment, you need to offer proactive insights and advice – not just investment strategies.

Whether your team uses Salesforce or another CRM, ForwardLane can turn your data into instant insights, adding a crucial layer of intelligence to your trusted platform and process.

Scale your client relationships with these features:

Client Prioritization

Who to talk to

A dynamic view of your book of business, scored and ranked by signal, action, collection or campaign

Client Signals & Next-Best Actions

What to say and why

Relevant insights and next-best actions for every client, never miss important signals or key talking points for client engagement

Personalized Content

What to share

Relevant, value-add content for clients based on their individual signals. Filter by internal/external content, products, specialist teams or source

Goals-Based Advice At Scale

  1. Your clients rely on you. Whether it’s for retirement, education savings, personal or lifestyle goals, all of these conversational notes and insights live in your data.
  2. But what if your client hasn’t specified that goal just yet or what happens when there is a change? How do you understand the nuances of these ambitions – for every client?
  3. We understand the challenges of filtering through data and responding to client requests when it matters most. Our patent-pending solution can help you deliver on client promises. Using ForwardLane GoalMiner, advisors are alerted to relevant contextual data that can be additive for existing goals or highlight when it is time to set a new goal.
  4. GoalMiner reads unstructured data from notes and emails to surface relevant contextual information surrounding your client’s financial goals. It can be used to enhance the overall view of the client, support the advisor in getting the client on a financial plan or to track down missing information that leads to better client service and engagement.

Ready to learn more?

Take ForwardLane for a test drive.
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.