Forwardlane Product Overview and Demo

Forwardlane’s P2 (Personalization2) Salesforce Lightning Insight plugin provides Client Signals & Personalized Content for Wealth Managers synthesized from the F/ AI Insights platform. The platform aggregates and processes CRM data, portfolios, transactions, news, research and internal content across all clients…

Forwardlane Product Overview and Demo

Source

0
(0)

Forwardlane’s P2 (Personalization2) Salesforce Lightning Insight plugin provides Client Signals & Personalized Content for Wealth Managers synthesized from the F/ AI Insights platform. The platform aggregates and processes CRM data, portfolios, transactions, news, research and internal content across all clients every day and applies Signal Collections across the data based on best practices and wealth advisor input. This enables wealth managers to automate 90% of the daily client data analysis required for superior personalized client engagement, always have relevant insights to share with clients, and followup potential.

0 / 5. 0

Leave a Reply

Your email address will not be published. Required fields are marked *