ForwardLane offers a suite of solutions designed for financial professionals in wealth management and asset management/distribution to support sales consistency, efficiency and client engagement:

• Client Signals – Relevant insights and next-best actions for every client, never miss important signals or key talking points for client engagement.
• Client Prioritization – A dynamic view of your book of business scored and ranked by Client Signals, Next-best Actions, Signal Collections or Campaigns
• Personalized Content – Automatically surface, relevant added value content for clients based on their individual signals. Filter by internal/external content, products, specialist teams or source.

2.2. Benefits
a. Improve advisor productivity – Be timely. Be prepared with fresh signals, personalized content recommendations and next-best actions to share with clients everyday. Easily share via email, save to CRM or log insights on a client call in seconds.

b. Personalize client engagement – Be relevant. Signals and content for individual clients with the reasoning summarized for advisors to use in meetings, calls and digital client engagement

c. Automate human analysis with AI – Save time and effort. Aggregate and analyze data necessary for client engagement – including unstructured content such as CRM notes, internal strategies/thought leadership & product updates. Crystal clear insights tailored and summarized for each individual client.

Sales, Marketing and Data Science teams find the ease of plugging in new signals, with deployment in less than a day dramatically improving responsiveness to the market and greatly speeding iterative capabilities in getting insights into the hands of advisors and their clients.

The direct and indirect feedback gathered by ForwardLane on Client Signals and Personalized content is valuable for determining what type of engagement and collateral works for different client segments.

The ROI of ForwardLane comes from two key aspects – spreading the net wider and deepening engagement with clients – directly contributing to organic revenue growth, and second by reducing client attrition and increasing retention through frequent, consistent monitoring and outreach. ROI for one large wealth manager with thousands of advisors is 15-20x.

2.3. Deployment and future developments
Forwardlane includes two components to drive ROI and deliver success to wealth managers:

Insight Proposal - The ForwardLane configuration we recommend based on our mutual understanding of your business goals, both for success today and over the course of the enterprise contract.

Success Plan - A summary of the resources ForwardLane will provide to empower your existing team to achieve business results or execute portions of your vision on your behalf.

Your desired outcomes with ultimate flexibility:
The ForwardLane Enterprise AI platform includes three independent but fully integrated products, and each can be deployed in multiple ways to match your business needs and IT requirements.

We give you the flexibility to use ForwardLane how and where you want it, with multiple options for building and managing your ForwardLane Insights Platform. You can deploy ForwardLane on-premises or in a private or hybrid cloud environment using AWS, Microsoft Azure, or Google Cloud Platform. Or, use a fully ForwardLanemanaged SaaS offering with no infrastructure to manage on your side. Your AI intellectual property remains yours.

We offer native Salesforce AppExchange deployment and integration for Classic, Lightning and Financial Services cloud, and HTML5 and Restful APIs for other CRM systems.

Once you have selected your preferred deployment options, product mix and CRM, our solutions experts connect the enterprise data to power your insights engine. Deployments take days, not months.

We provide ongoing customer success and support along with frequent upgrades to capabilities.

Some of the exciting new product capabilities coming soon include:

• Next-Best Action Workflow Integrations – combine signals, signal collections and campaigns into powerful NBAs.
• Dashboards – view advisor activity metrics to view performance, best practices and remote client engagement metrics.

ForwardLane accelerates digital client engagement and gives wealth management institutions all of the capabilities to increase advisor productivity, offload human analysis by up to 80% and extend the reach and depth of personalized service to all of your clients.

Access part 1 here

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This article was originally part of The Wealth Mosaic's WealthTech Views Client Engagement Report. You can access and download the full report here: 
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