Artificial intelligence (AI)-powered intelligence solutions provider ForwardLane has introduced its new generative decision intelligence platform EMERGE to support a new generation of financial services professionals.
The platform will help to address enterprise challenges including data transparency, data security, and data privacy issues within the wealth, asset management, and insurance sectors.
EMERGE is expected to empower a new generation of professionals in advisory, sales, marketing, distribution, business intelligence, management, and product roles to effectively utilise generative AI. This will allow them to effortlessly discover, generate, preview, publish, and engage with novel and unexplored insights, all while maintaining strict levels of privacy, security, and accuracy, said the company.
ForwardLane founder and CEO Nathan Stevenson said: “EMERGE is an applied Generative AI solution for financial services that brings together the best functionalities of ForwardLane’s ViGOR and privacy-friendly EMERGE-GPT.
“It gives financial services firms the ability to rapidly activate their existing data and data science investments and deliver insights to their frontline advisory and sales professionals.”
EMERGE brings together ForwardLane’s composite AI, EMERGE-GPT, and Visual Insight Generator, a zero-code tool to generate insights easily from data in natural language without the necessity of any large language model technical expertise.
By utilising EMERGE, wealth, asset management, and financial services professionals can prioritise customers, discover opportunities, and identify risks across their clients and prospects.
Besides, the platform will allow professionals to receive next best action recommendations that integrate through application programming interface (API) with workflow links.
Furthermore, they can secure buying behaviour insights, advisor priority, and opportunity and risk scores with data fused from internal and external data including advisor intent data, CRM, marketing, advisor team buying data, and other broker-dealer data packs.
