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ForwardLane Decision Intelligence Platform
by Forwardlane Inc.Microsoft 365Paid
Combines internal and external data to give financial advisors client guidance and recommended next actions.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
The platform combines data from internal and external sources and processes it with proprietary NLP. It presents automated information about clients and recommended actions to advisors. It indicates which clients to contact, what to communicate, and the reason for each recommendation.
Key capabilities
from the Microsoft Marketplace listingSource data aggregation
Combines information from internal and external data sources.
NLP processing
Processes information with the vendor's proprietary natural language processing.
Automated client insights
Presents automatically generated insights about clients to advisors.
Recommended next actions
Provides recommended actions for advisors.
Who it's for
Asset managers, fund distributors, wealth managers, and financial advisors.
In the catalog
2,531 plugins in Analytics
Price distribution: 125 free, 147 freemium, 1,350 paid, 909 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»