With meaningful signals for every client, you save time that is normally spent searching through different data and look like a Rockstar in the process.
Prove it, and you’ll connect with more clients in less time. We give you the tools you need.
Prospect faster when you identify relevant content for a range of clients. At the click of a button.
Have a valuable and relevant reason to call each client, ensuring your relationships are more meaningful. Personalized insights are at your fingertips.
Increase return on your time by spending it on high quality client engagements, rather than on research that is often reliant on time-consuming, manual and inconsistent processes.
With so much data dispersed across CRMs, news and research sites, campaigns and content centers, how do you ensure you’re up to speed with the best ideas to share with the right clients?
We give you the edge you need by effortlessly delivering tailored signals and insights to enable better client engagements.
Forwardlane’s APIs, Client Signals™ and Personalized Insights™ plug seamlessly into your existing workflows and dashboards.
We’ve done all the heavy lifting to deliver a dashboard that is modular, configured for your preferred CRM and that curates data on your system with trusted news and research sites to generate insights specific to each of the clients on your books.
Client Signals crunches millions of data points relating to your specific clients to produce a dynamic, aggregate score – the Priority Score – ranking your clients in terms of who you should be speaking to, plus the personalized signals from all of your data to enable intelligent engagement.
Forwardlane is your second pair of eyes, combing through your book across the changing data and surfacing what matters most.
Personalized Insights gives you news, research, and relevant market and goal-based content personalized and automatically surfaced for individual clients, every day.
Your curated data sources are processed with our industry-leading 4K NLP, individually scored for relevancy with signals that scan for patterns in portfolios, transactions and CRM data. This enables fresh, insightful, personalized engagement with your clients – even when you aren’t having face-to-face meetings.