ForwardLane, Inc is a leading AI-driven data analytics platform based in New York, NY, catering specifically to financial professionals in the wealth and asset management industry. Their innovative platform combines external and client data to deliver personalized insights, client prioritization, and next best actions at scale, resulting in improved decision-making, increased client engagement, and revenue growth.
With ForwardLane, financial professionals can turn down the noise of data gathering and analysis, and instead focus on driving revenue and enriching client relationships. Their platform offers daily AI-driven insights, client prioritization based on custom signals, seamless CRM integration for automated outreach, and next-best actions tailored to each client's needs. By leveraging the power of AI and analytics, ForwardLane empowers financial professionals to be smarter, more efficient, and stay ahead in a competitive industry.
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