In #NewYork, this is how we do new business meetings - 1019ft in the air, surrounded by infinity mirrors at at SUMMIT One Vanderbilt - followed by a #Chef Daniel Boulud's stunning restaurant at American Express The Centurion Lounge overlooking the Chrysler Building. Fantastic inspiration for the seeds of an elevated strategic partnership with BlueMapleIT with Swami, Venkat, Dan and Scott. A BIG Thank you to Jim (James) Langenwalter for bringing us together! #NYC #AIFintech #hustleharder #worksmarter #lovewhatyoudo
ForwardLane Inc.
金融服务
New York,New York 1,659 位关注者
Powerful personalized insights for financial services professionals.
关于我们
Smarter Conversations with Clients Accelerate Digital Engagement. Be Relevant, Ultra Productive & Personal. ForwardLane is a fast-growing, award-winning AI wealth tech startup that enables proactive, personalized advisory and distribution with powerful, personalized insights. The patent-pending AI insights platform combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.
- 网站
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https://www.forwardlane.com
ForwardLane Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York,New York
- 类型
- 私人持股
- 创立
- 2015
- 领域
- artificial intelligence、FinTech、wealth management、digitalwealth、asset management、commercial banks、personalizedinsights、financial advisors、customerexperience、digitalinnovation、customer journey、customizedinsights和funding
地点
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主要
43 West 23rd Street
US,New York,New York,10013
ForwardLane Inc.员工
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Scott Hall
Data Monetization, Strategy, Sales and Product expert. Experienced Entrepreneur/Advisor.
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Ashish Braganza
AI, Data & Analytics Executive | Digital Transformation | Insurance | Asset & Wealth Management | Consulting | Investor | Board Member
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Dylan Distasio
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Darren Duffy
Fintech Advisor | Strategy & Operations | Wealth & Investment Management
动态
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Go Ned Phillips! We ?? what you did with Bambu B2B Robo Advisor! Onwards and upwards!
Founder, CEO of ForwardLane. AI Fintech 100 and WealthTech 100 winners. Featured by Forbes, World Economic Forum, Nasdaq. 3X Entrepreneur. 5X patents. Former Quant, Investment Banker, Enterprise Architect.
Fantastic to see Ned Phillips, a true pioneer of #roboadvisory and #wealthtech, teaming up with Kamal Kishore Das at WealthDoor Tech. Drawing inspiration from our views of the #FreedomTower and #WallStreet in #NewYork for #US expansion, at ForwardLane Inc.we see a powerful opportunity for delivering a differentiated #AI #Roboadvisory offering to not just automate portfolio management, rebalancing and more, but to deliver insightful, personalized interactivity for clients with ForwardLane Inc.'s integrated AI platform. Imagine how #RIAs and #CreditUnions can scale by bringing to life an intelligent, insightful #automated #advisory experience. With #AI, #Insights, and #NextBestAction at its core, innovation is at the forefront and you don't need to be Vanguard or Schwab to deliver a high-quality personalized client experience. #BambuB2BRoboAdvisor #WealthDoorTech #AI #Innovation Thinking of Michael Kitces, Oisin Breen, Craig Iskowitz, Joel Bruckenstein Future Proof Christine Cherry April Rudin Browning Mank
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We are delighted to recognize champions in our industry - Ashish Braganza - ForwardLane Inc.'s advisory board member and investor has been the Lewis to Nathan Stevenson's Clark in navigating the new country of #AI. EY #data #analytics
Founder, CEO of ForwardLane. AI Fintech 100 and WealthTech 100 winners. Featured by Forbes, World Economic Forum, Nasdaq. 3X Entrepreneur. 5X patents. Former Quant, Investment Banker, Enterprise Architect.
Today I wanted to #recognize Ashish Braganza for his #outstanding #contribution to ForwardLane Inc.'s growth. As a #trusted #advisor, AI/Data/Analytics expert, and deeply knowledgable and engaging person, he has been incredibly helpful in tactically navigating #AI and #data #analytics in #financial #services. He has also been a true champion and stood together with us in tough times, always finding the light and opportunity. #CelebratingExcellence #AI #Data #WealthTech #AssetManagement #Distribution #Insurtech Thinking of Burt White David Brann Hazem Gamal John McDonough Megan Weber CSPO?, MBA Browning Mank Doug Trott Tristan Fischer Adam Tabor, CIMA? Vanessa Touma Dylan Distasio Justin Waluch Chandresh Iyer
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Thank you for including us in the "Next Best Action" category in the AI WealthTech Map The Oasis Group and John O'Connell, MBA!!
We're excited to release our?AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading #artificialintelligence solutions and AI-focused firms serving the wealth management industry! ? The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing #wealthtech solutions that are developing #AI capabilities – these firms are AI first and were built to support the #wealthmanagement industry. The map follows the sales cycle of a #financialadvisor by starting with prospecting, followed by writing assistants, note takers, proposal generation, AI assistants, investment research, next best action, and compliance solutions. ? Click here to read more and access the map: https://lnkd.in/gz8pNRGB Here are the firms and solutions included in the map: Aidentified, Inc., Cashmere AI, WealthFeed, FINNY, Catchlight, LeadCenter.AI, TIFIN, WEALTHAWK, AdvisorX AI, Saifr, Levitate, Jasper.AI, Wealth Management GPT, Zeplyn, Zocks | AI for Advisors, Jump - Advisor AI, Pulse360, paraplanner.ai, Mili, FinMate AI, Munin, Fireflies.ai, Otter.ai, Sybill, Fathom - AI Meeting Assistant, Read AI, Microsoft Copilot, Zoom, Boosted.ai, Holistiplan, AdvisoryAI, LEA Technologies, ARQA, YourStake, Conquest Planning Inc., FP Alpha, VRGL, Unblu Inc., CogniCor Technologies, rest in comments...
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Challenge Accepted! Navigating Microsoft's IP Co-Sell Status Changes on the Azure Marketplace with Invisory In 2023, Microsoft introduced modifications to the IP co-sell status regulations on the Azure Marketplace, sparking a call to action for ForwardLane. These alterations required us to swiftly adapt our strategies and initiate transactions, necessitating the development of APIs and the completion of numerous technical tasks. But we didn't face this challenge alone. Partnering with the exceptional team at Invisory, we embarked on a collaborative journey to fulfill all requirements and maintain our valued Azure status within a remarkably short timeframe. Together, we succeeded in overcoming obstacles and ensuring a seamless transition. But that's not all! The talented Invisory team has captured our experiences in the Azure Marketplace in a compelling narrative. Their work offers valuable insights into navigating cloud marketplaces and showcases their remarkable expertise in this dynamic landscape. If you're curious to learn more about our journey and how we overcame these challenges, I highly recommend checking out the exceptional work of the Invisory team. Their story provides practical guidance and actionable takeaways for businesses looking to establish a strong presence in the Azure Marketplace. Discover our story here:?https://lnkd.in/gnvznf6U #AzureMarketplace #IPCoSell #ForwardLane #Invisory #CloudPartnerships #SuccessStory
ForwardLane Retains IP Co-sell Status and Drives Success on Azure Marketplace with Invisory?
https://invisory.co
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It's great to see Financial Times and Ignites delving into the transformative role of #AI in #Fund #Distribution. Artificial intelligence promises to revolutionize the asset management industry through applications in content creation, improving operational efficiency and identifying leads and opportunities. Embracing this technology is no longer optional but an imperative for asset managers seeking to thrive in an increasingly competitive market and industry environment. Early signs indicate that it could also be a transformative force toward reshaping the future of distribution within asset management. Not only could AI help firms reach new categories of customers, but also help cater to them in different ways – with personalized recommendations and value-added services.?How can firms leverage this groundbreaking technology to maximize sales, deepen relationships with advisors and optimize their people, products and other sales and marketing resources? https://lnkd.in/ejUU_Uqw
The Future of Fund Distribution
futureofdistribution.live.ft.com
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In this first article of our new “AI FinTech in Wealth & Asset Management” series we talk with Nathan Stevenson CEO of ForwardLane Inc. - a leading AI WealthTech firm to explore the deep-seated issues around #transparency and #trust in #AI #FinTech and the dynamics at play to address them. Transparency and trust are core to his firm's?values and ethos and they have earned recognition as a Certified Transparent? organization. Nathan will be sharing his in-depth knowledge and experiences on his continuing journey of applying AI in financial services for sustained growth and ROI. #financialservices #business #operations #engagement #innovation #WealthTech #assetmanagement #distribution #RIAs #financialadvisors https://lnkd.in/eXgsdyQC
Building Transparency and Trust in AI Fintech
William Hortz,发布于领英
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We’re inspired by our CEO’s commitment this #EarthDay2024! As a company, we are proud to support the United Nations #SustainableDevelopmentGoals and enhance our ESG initiatives. Through our partnerships with innovative leaders like OpenESG, Impak Analytics, and Permaculture Capital, we are dedicated to leveraging technology for a sustainable future. Together, we are making strides towards more sustainable business practices and deeper insights that drive real change. Join us in our journey to nurture and protect our planet, not just today but every day. ???? #GoodESG #PartnershipForThePlanet"
Founder, CEO of ForwardLane. AI Fintech 100 and WealthTech 100 winners. Featured by Forbes, World Economic Forum, Nasdaq. 3X Entrepreneur. 5X patents. Former Quant, Investment Banker, Enterprise Architect.
?? This #EarthDay2024, let's shift our focus from moonshots to Mother Earth! We're thrilled to champion the United Nations #SustainableDevelopmentGoals and promote robust ESG practices. By partnering with leading tech-enabled organizations like OpenESG, Impak Analytics, and Permaculture Capital, we are committed to driving meaningful change and fostering a sustainable future. Join us in making a difference! ?? #GoodESG #PartnershipForThePlanet United Nations Office for Sustainable Development (UNOSD) Tee Ganbold ?? MelRose Wild (Bickerstaff) Frank Meehan
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Founder, CEO of ForwardLane. AI Fintech 100 and WealthTech 100 winners. Featured by Forbes, World Economic Forum, Nasdaq. 3X Entrepreneur. 5X patents. Former Quant, Investment Banker, Enterprise Architect.
Great news for the financial services industry! According to a recent McKinsey article, generative AI is projected to add $200bn-$340bn to financial services revenues. The article also provides a practical guide and roadmap for implementing Gen AI in organizations. Stay ahead of the game and check out the article for more information. #AI #finserv
Capturing the full value of generative AI in banking
mckinsey.com
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We are delighted to share @ForwardLane's partnership with RevTech Labs Foundation. Charlotte is the 2nd largest financial services hub in the US, with 25 of the top 100 financial institutions there. We are superexcited to be a part of this program!
??BREAKING NEWS: Announcing our 20th Cohort of the RevTech Labs Accelerator Program! Please join us in congratulating these 12 outstanding fintech + insurtech startups- we are so excited to work with them over these next 12 weeks! ?? Acceleron Bank, in formation ?? AlgoPear ?? Beta Financial Services ?? Capita ?? Carousel Technology Inc ?? Cios ?? Cranberry Payments ?? Credit Mountain ?? Bridge ?? ForwardLane Inc. ?? Perl Street ?? Streetbeat Interested in meeting the Founders? Come to our Welcome Party tomorrow evening.? https://lnkd.in/eDC63KFw . . . Andrew Dillard Ronnie Green Johnathon Albercrombie Terry Wang Arvind Vermani Nick Rozman Nathan Pinto Sam Brownell Frank Santoni Matt Harris Nathan Stevenson Dan Roselli Sara Garces Roselli Andrew Hicks Adam Buck RevTech Labs Capital Fintech + Insurtech Generations Kasie Jackson Ashley Everett Damián Scavo Maciej Donajski Seke Ballard Viola C. Michael Marr Lauren Tilghman Rohit Mathur Azizjon Azimi #Class20 #RTL #RTLF #RTLC #RevTechLabs #founders #fintech #insurtech #startup #entrepreneur #finance #insurance #tech #accelerator #venturecapital