Topic: crm

Business in a dynamic environment no longer considers data a luxury; it’s the fuel that makes wise decisions and drives business success. Imagine real-time insights at your fingertips regarding your customers or the ability to identify operational inefficiencies buried in data sets. Be empowered to drive growth by making data-driven decisions that enable you to optimize marketing campaigns and personalize customer experiences. However, unlocking this potential is where many of the SMBs strugg...

Can you tell us about your journey and what motivated you to co-found ForwardLane, particularly focusing on AI’s role in financial services? My journey into fintech came to me when I worked at the multi-asset alternative asset manager, CQS. There, we could find insights and act on them far ahead of financial institutions. When I saw how difficult it was for advisors to get to insights, I came up with the vision of an AI co-pilot for every financial advisor. With EMERGE, that vision is now a r...