FORWARDLANE

ForwardLane is a fast-growing, award-winning applied AI fintech startup that dramatically enhances productivity with AI-powered insights for financial advisors and fund distributors. Our patent-pending insight platform featuring NLP built for financial services, synthesizes data to find signals for personalized client engagement. The platform delivers insights integrated into financial advisor and fund distributors workflows in CRM, with Salesforce being a key partner. The platform acts as ... a powerful "virtual analyst" reviewing all the data across all clients everyday, ranking and scoring it and then surfacing signals for growth opportunities, wallet share increase, retention conversations and awareness across the book as to who to reach out to, and what to talk about. Together this fuels organic, scalable growth through frequent, proactive personalized engagement.

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FORWARDLANE

Social Links:

Facebook

Twitter

Industry:

Artificial Intelligence Asset Management Finance Financial Services FinTech Machine Learning Natural Language Processing PaaS Wealth Management

Founded:

2015-01-01

Address:

New York, New York, United States

Country:

United States

Website Url:

http://www.forwardlane.com

Total Employee:

11+

Status:

Active

Email Addresses:

[email protected]

Total Funding:

8.25 M USD

Technology used in webpage:

Viewport Meta IPhone / Mobile Compatible SSL By Default LetsEncrypt Apple Mobile Web Clips Icon Domain Not Resolving Apache Nginx IPv6 JsDelivr

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Current Advisors List

andrea-cullen_image

Andrea Cullen Advisor @ ForwardLane
Advisor

keith-saxton_image

Keith Saxton Advisor @ ForwardLane
Advisor

frank-meehan_image

Frank Meehan Advisor @ ForwardLane
Advisor
2016-01-01

Current Employees Featured

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Scott Mixer
Scott Mixer Head of Strategic Client Engagement and Business Development @ ForwardLane
Head of Strategic Client Engagement and Business Development
2016-03-01

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Samantha Kappagoda
Samantha Kappagoda Scientific Board Advisor @ ForwardLane
Scientific Board Advisor
2018-01-01

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Shay Krauss
Shay Krauss VP of Engineering @ ForwardLane
VP of Engineering
2016-12-01

nathan-stevenson_image

Nathan Stevenson
Nathan Stevenson CEO & Founder @ ForwardLane
CEO & Founder
2014-08-01

Founder

nathan-stevenson_image

Nathan Stevenson

Investors List

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Official Site Inspections

http://www.forwardlane.com Semrush global rank: 1.44 M Semrush visits lastest month: 19.29 K

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