Topic: data aggregation

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...