ForwardLane, Inc is a data analytics platform based in New York, NY, tailored to meet the needs of financial professionals. The platform offers Daily Insights through AI-driven analysis of market, environmental, enterprise, and client data, allowing for informed decision-making.
With a focus on client prioritization, ForwardLane identifies clients needing attention first based on custom signals like available investible funds and market trends. The platform also provides Automated Outreach through seamless CRM integration for optimized client communications, as well as Next Best Actions for personalized client interactions.
ForwardLane serves various sectors including Asset Management, Wealth Management, and Insurance, offering insights, client prioritization, and next-best actions at scale. The platform's unique blend of external and client data sets it apart, providing financial professionals with the tools needed to enhance client engagement and drive revenue growth.
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