ForwardLane
Curated by SignalClient communication solutions enhancing advisor-client interactions for wealth managers.
About
ForwardLane is a fintech company that specializes in client communication solutions designed for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning, aimed at improving interactions between advisors and their clients. Additionally, ForwardLane offers a data analytics platform, which includes the Next Best Actions product that employs AI-driven analysis to deliver personalized insights and recommendations. This functionality is intended to assist wealth and asset managers in prioritizing client needs and enhancing relationships. The company addresses issues related to underserved clients and inefficient interactions, while also emphasizing data security and privacy.
Key facts
- Founded
- 2015
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
- Artificial Intelligence
- Banking and Financial Services
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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