ForwardLane

1 review

Advisor/Wholesaler focus and time has shifted heavily towards preparing for client engagements at the expense of connecting with all their clients. They have become data analytics professionals as much as they are advisors in gathering and reviewing data in order to provide client-specific, personalized advice. ForwardLane shifts the focus back towards client engagement by automating this complex process as their virtual assistant. Our powerful, patented engine has 5+ Years in AI Learning (Patent-pending FIBO based NLP for entity extraction, thematic detection & sentiment analysis with vertical expertise in Wealth & Asset Management) and a deep training of financial data sets (FL Data Science, Morningstar & Refinitiv). Our tech aggregates unstructured and structured data, reads the data, and extracts personalized, prioritized insights for end-user review automatically, refreshed every day. It will also learn and grow from end-user activity and feedback. Our clients have experienced saved time (eliminating 80% of time spent in data analysis and preparation allowing more time with clients and prospects); Increased retention (engaging more clients personally and identifying at-risk flows); and Increased revenue (engaging with more prospects and identifying client upsell/xsell opportunities