EMERGE - Generative AI Insights for Wealth and Asset Management

ForwardLane personalized insights and next-best actions bring the power of AI to asset managers, fund distributors, wealth managers and financial advisors.  Built on Microsoft Azure, ForwardLane aggregates internal and external data sources, enriches information with our proprietary NLP, and delivers automated client insights and next-best actions to advisors.  Know which clients to contact, what to say, and why across your book of business.  Save valuable time looking for information in separate systems and analyzing the data and focus on what matters, your clients.