Ensure that the right message gets to the right clients with ForwardLane
Hidden costs: Financial services professionals review multiple systems, news, research and reports to get up to speed for sales calls and meetings. Just one minute across five different systems per client adds up to millions in hidden search costs.
Measuring, monitoring and managing messaging to clients: How can you guarantee sales consistency with so many people on your team interpreting data differently, every day? It’s just not possible to monitor all sales calls. You need a better solution.
If a client interacts six times with a financial services professional, starting from when they undertake online research into investment options, and ending when the trade is executed, a 95% satisfaction rate still leads to a poor experience for 1 in 4 customers.
Empower your workforce by consistently serving data-driven insights and signals tuned to client segments, journeys and key initiatives.
Crowd-source how messages are landing across segments and review delivery across reps and coaching around the most effective sales messages.
Crunch tens of millions of data points across all systems, every day, so that zero time is spent coming up with fresh client talking points.