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FinTech

Wealth Manager to Employ ForwardLane's AI Insight Automation Platform

June 2, 2021

By News Team

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Sequoia Financial Group has announced it is employing technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalized, proactive advice to clients. Sequoia will begin using ForwardLane's AI Insight Automation platform, a virtual analyst that reviews data from customer relationship management…

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