ForwardLane
HQ Address
43 West 23rd Street, New York, NY 10013, United States
Website Address
Business introduction
Put growth in the ForwardLane
The #1 data analytics platform made for financial professionals
Driven to move you forward
We were made to help our clients. So we created a company to do just that.
In an industry with too much noise and not enough bandwidth, wealth and asset management professionals are spread thin, resulting in underserved clients and unoptimized interactions. It’s a 16 trillion dollar problem that offers an invaluable opportunity: ForwardLane.
We developed a patent-pending solution that combines artificial intelligence, institutional grade risk analysis and expected model returns to empower financial services professionals to offer private banking level service at scale. Recorded actions are built into the recommendation engine to ensure compliance. Client outreach is prioritized and automated. Contextualized signals are personalized to each client to deliver rich analysis in minutes rather than days or even weeks.
ForwardLane Solutions
ForwardLane
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......
