Wealth Management

ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to them, and exactly what you should be saying?

You need this information at your fingertips without spending hours on research, admin and processes.

Asset Management

Asset managers need to increase the frequency of high-quality calls, minimize time spent researching advisor profiles and increase the use of internally generated content. Individuals and teams pull client information together but Time-to-Insight is time-consuming and often inconsistent. Anyone looking for relevant data needs to check CRM, various campaigns, transactions, the content center and news and research sites to inform their engagements.

That’s where we come in. We give you the edge you need by effortlessly delivering tailored signals and insights for you to engage your clients.

Commercial Banking

Business owners expect personal, relevant contact between their business and their commercial bank. Commercial Bankers who can’t deliver this level  of meaningful service risk losing clients to competitors. You need to provide a differentiated service, develop customer loyalty, and distinguish value-add services. You also need:
  • Sector expertise. 
  • Insightful interactions relevant to clients. 
  • The ability to serve many clients at a high level. 
  • Avoid client churn and missed commercial opportunities.