ForwardLane
@Forward_Lane
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#AI #FinTech platform for #wealthmanagers #assetmanagers #commercialbanks. We provide #personalizedinsights #clientprioritization #expertconversation Q & A's.
New York and London
Joined January 2016
79% of firms transformed their coverage models. Results? ❌ OLD: Geo territories + hope ✅ NEW: Dynamic coverage = advisor potential + client fit Key wins: 🎯Segment by potential, not AUM 📊Data beats gut feel ⚡ Real-time beats monthly reviews 12% revenue lift in 6 months.
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67% of asset managers use AI—so how fast are you moving? AI-powered distribution intelligence boosts advisor targeting, automates segmentation, and predicts top buyers. Ready to outpace the market? 🌊 #ArtificialIntelligence #AssetManagement #distributionintelligence
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70% of digital transformation costs are people—not tech. Winning firms invest in governance, strong leadership, clear roles, and ongoing training. Your team makes technology succeed. #DigitalTransformation #ChangeManagement #Leadership
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Asset management AUM is $132T, but margins are down 5%. Top firms are combating this with distribution intelligence—identifying high-potential advisors, optimizing resources, and proving ROI in 90 days. Ready to boost revenue? 📈 #AssetManagement #DistributionIntelligence
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Check out my latest article: How I Used GPT-4o with Canvas to Supercharge Our Product Launch Planning https://t.co/yzcmmbI5Ui via @LinkedIn
linkedin.com
Experimenting with new AI models often feels like stepping into uncharted territory. As an AI Fintech founder in the AI-driven financial services space, I thrive on exploring how cutting-edge...
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My startup just ranked to 1% on Fundability․app! 😳 https://t.co/OopjuRODe6
openvc.app
Take our quick and easy fundability test to assess your startup's fundability
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As the only purpose-built solution designed specifically for your industry, our platform empowers wealth and asset managers to unlock unparalleled insights and drive exceptional results. Click the link below and benefit your industry today! https://t.co/tS1ud5pw3r
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Transform your client relationships, your business, and your bottom line with unmatched insights, streamlining, and Next Best Actions with our AI-driven data analytics platform. Request a demo today! https://t.co/dbzLOzctIe
#wealthmanagement #AI
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“Bad” GPT advice that leads to client losses could potentially lead to legal trouble, writes Nathan Stevenson of @Forward_Lane. #wealthmanagement #generativeAI #financialadvisor
https://t.co/VZB0TisqQ0
financial-planning.com
The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.
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Experience a game-changing transformation with our AI-driven data analytics platform. Unlock unparalleled insights, streamline your operations, and uncover the next-best actions that propel your business to new heights. Ready to take the leap? https://t.co/Bz2oYHULIt
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EMERGE gives financial services firms the ability to rapidly activate their existing data and deliver insights to their frontline advisory and sales professionals. If you’re interested in this solution, please request to join the waitlist! https://t.co/qxNM263bh5
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GPT can deliver inaccurate predictions and poor advice, but financial advisors can mitigate such pitfalls by taking certain pragmatic steps, says Nathan Stevenson of @Forward_Lane. #wealthmanagement #GPT #wealthtech
https://t.co/VZB0TisqQ0
financial-planning.com
The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.
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ForwardLane doesn’t just offer a host of differences from the competition; We also deliver reduced risk with better compliance, greater consistency across advisors, and stronger client engagement. Request a demo and see why we’re leading the industry! https://t.co/NmiUCelRCJ
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ForwardLane’s award-winning insight orchestration uncovers events and data with efficiency and precision to create personalized content and recommendations that strengthen relationships, build loyalty, and increase sales. Request a demo today! https://t.co/EeexJ05P0X
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Our powerful platform enables advisors to deliver at-scale personalization, providing 1:1 content recommendations, personalized insights, and next-best actions for each client. Contact us to strengthen relationships and maximize your advisory potential! https://t.co/YBukNfshNn
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What sets our insight engines apart is their ability to process unstructured data and transform it into practical, personalized content. As technology evolves at a rapid pace, it's crucial for companies to keep up in order to thrive. https://t.co/l9JZkHC3p6
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We can help you stay ahead of the game! Act on client needs–before they know they have them–with personalized communications, advice, and next-best-action plans based on what’s important to advisors and your business. Join the evolution revolution! https://t.co/l9JZkHC3p6
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One of ForwardLane’s biggest benefits is at-scale personalization that provides 1:1 content recommendations, next-best actions, and personalized insights, for each and every client, which will create deeper relationships that last generations. https://t.co/l9JZkHC3p6
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Transform your business with effortless and budget-friendly automation! Our solution makes it a breeze to automate analysis and harness valuable insights. Take your business to the next level with our easy and cost-effective tools. Get started today! https://t.co/l9JZkHC3p6
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Stay ahead of the curve! Our cutting-edge technology helps companies streamline data organization, discovery, and analysis, providing valuable insights into customer activity, behavior, and interests. Request a demo today! https://t.co/l9JZkHC3p6
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