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Presenter Profile:

How they describe themselves: Forwardlane scales personalized, ultra high net worth investment advice to mass affluent investors using machine intelligence. We are a passionate team of quantitative strategists, wealth management specialists and artificial intelligence experts with over 60 years of combined expertise changing the shape of modern financial services.

How they describe their product/innovation: A cognitive productivity solution for wealth management – we empower financial advisors to be dramatically more productive by supercharging their cognitive capabilities and harnessing the collective human intelligence of the firm. We do this by marrying massively scalable machine intelligence with institutional-grade risk analytics proven over 14 year, distilling actionable investment insight from our data aggregation platform. Be responsive and save time by synthesizing research, news, market data and other rich analytics – in sleek, modern visualizations that cut through the noise. With a system that learns over time, build an ever growing competitive advantage. Automate compliance with atomic level tracking of each advisor – client touch point. Wire houses, RIAs and IFAs and family offices benefit by increasing client load up to 300%, bringing better product sales and improved net promoter scores – all at a lower cost of coverage.

Product distribution strategy: B2B for Wealth Managers, RIAs, IFAs and family offices and direct to clients (B2B2C) for high value, differentiated digital advice strategies.

Contacts:

Bus. Dev.: Scott Mixer, Head of Strategic Client Engagement and Service Delivery, scott.mixer@forwardlane.com
Press: Nathan Stevenson, CEO, nathan.stevenson@forwardlane.com
Sales: Scott Hall, Head of Sales, sh@bhl.nyc