ForwardLane Personalized Insights - ForwardLane Inc - AppExchange
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ForwardLane Personalized Insights

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Starting at $125 USD per user per month Pricing is determined by separate agreement with ForwardLane, either by enterprise agreement or by monthly users with a minimum of 5 licenses.



Latest Release



Sales Intelligence
Next Best Actions & Personalized Content for Financial Professionals

Client Signals helps relationship managers prioritize their day and highlights Next Best Actions. Personalized Content ensures highly relevant content to discuss for every client from internal strategy publications to external news and curated content.