TWM Solution Provider of the Week - ForwardLane

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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...

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by The Wealth Mosaic

| 01/06/2021 15:30:00

Every week we highlight a new solution provider in our directory as the SP of the Week. This week it was ForwardLane Inc.. ForwardLane provides an AI API platform for wealth managers, asset managers and commercial banks. The company's Insights Engine provides Personalized Insights for financial services professionals and their clients with unique reasoning.

For more information, access their full profile on TWM here

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If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type