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Joined January 2016
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ForwardLane retweeted
FinTech Global wrote up how we get past AI pilots. The short version from my side is still the data layer: treat the firm as a data player, keep the outcomes attached to the work, and build agents from signals and traces that actually live in the systems — not a deck that dies when the SOP moves.
fintech.global/2026/08/19/be…
If you're sitting on that kind of data and want a partner to put it to work, happy to talk.
@Forward_Lane
Excited to announce that our Agent Storefront is now live! Superb partnership with @zeroclick !
Your AI agent can now explore @Forward_Lane's code knowledge graph for $0.02 a query!
We've partnered to bring intelligence from 151 financial-services repos to AI agents through their ZeroClick-provided Agent Storefront, without signups or API keys.
zeroclick.ai/blog/forwardlan…
Fantastic recognition for ForwardLane as a leading AI Fintech globally!
Great to see @Forward_Lane has been named in the sixth annual #AIFinTech100 list!
Check out the full list here: fintech.global/aifintech100/
#FinTech #AI
ForwardLane retweeted
Jensen Huang, at Morgan Stanley's TMT Conference:
"OpenClaw is probably the single most important release of software, probably ever.
If you look at... the adoption of it, Linux took some 30 years to reach this level. OpenClaw has now surpassed Linux. It is now the single most downloaded open source software in history, and it took 3 weeks."
79% of firms transformed their coverage models. Results?
❌ OLD: Geo territories + hope ✅ NEW: Dynamic coverage = advisor potential + client fit
Key wins:
🎯Segment by potential, not AUM
📊Data beats gut feel
⚡ Real-time beats monthly reviews
12% revenue lift in 6 months.
67% of asset managers use AI—so how fast are you moving? AI-powered distribution intelligence boosts advisor targeting, automates segmentation, and predicts top buyers. Ready to outpace the market? 🌊
#ArtificialIntelligence #AssetManagement #distributionintelligence
70% of digital transformation costs are people—not tech. Winning firms invest in governance, strong leadership, clear roles, and ongoing training. Your team makes technology succeed.
#DigitalTransformation #ChangeManagement #Leadership
Asset management AUM is $132T, but margins are down 5%. Top firms are combating this with distribution intelligence—identifying high-potential advisors, optimizing resources, and proving ROI in 90 days. Ready to boost revenue? 📈
#AssetManagement #DistributionIntelligence
Check out my latest article: How I Used GPT-4o with Canvas to Supercharge Our Product Launch Planning linkedin.com/pulse/how-i-use… via @LinkedIn
My startup just ranked to 1% on Fundability․app! 😳
fundability.app
As the only purpose-built solution designed specifically for your industry, our platform empowers wealth and asset managers to unlock unparalleled insights and drive exceptional results.
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#wealthmanagement #AI
ForwardLane retweeted
“Bad” GPT advice that leads to client losses could potentially lead to legal trouble, writes Nathan Stevenson of @Forward_Lane. #wealthmanagement #generativeAI #financialadvisor
bit.ly/461SCdh
Experience a game-changing transformation with our AI-driven data analytics platform.
Unlock unparalleled insights, streamline your operations, and uncover the next-best actions that propel your business to new heights.
Ready to take the leap?
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EMERGE gives financial services firms the ability to rapidly activate their existing data and deliver insights to their frontline advisory and sales professionals.
If you’re interested in this solution, please request to join the waitlist!
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ForwardLane retweeted
GPT can deliver inaccurate predictions and poor advice, but financial advisors can mitigate such pitfalls by taking certain pragmatic steps, says Nathan Stevenson of @Forward_Lane. #wealthmanagement #GPT #wealthtech
bit.ly/461SCdh
ForwardLane doesn’t just offer a host of differences from the competition; We also deliver reduced risk with better compliance, greater consistency across advisors, and stronger client engagement.
Request a demo and see why we’re leading the industry!
zurl.co/zDj2
ForwardLane’s award-winning insight orchestration uncovers events and data with efficiency and precision to create personalized content and recommendations that strengthen relationships, build loyalty, and increase sales.
Request a demo today!
zurl.co/tyD0
Our powerful platform enables advisors to deliver at-scale personalization, providing 1:1 content recommendations, personalized insights, and next-best actions for each client.
Contact us to strengthen relationships and maximize your advisory potential!
zurl.co/k38O
What sets our insight engines apart is their ability to process unstructured data and transform it into practical, personalized content.
As technology evolves at a rapid pace, it's crucial for companies to keep up in order to thrive.
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