NEW YORK - March 16, 2021- ForwardLane, the award-winning wealthtech insight automation platform that delivers personalized client insights for wealth and asset managers, today announced the launch of the Industry Advisory Board (“IAB”) with data and analytics executive leader Ashish Braganza.
The newly formed IAB will serve as a strategic advisor for ForwardLane, as the company continues to bring modern, innovative insight automation solutions to the wealth and asset management market.
Nathan Stevenson, CEO of ForwardLane said: "Ashish is a visionary business leader and a builder, modernizing and commercializing data and analytics operations at leading Fortune 500 institutions including LPL Financial and OppenheimerFunds. His engineering mindset coupled with strategic expertise has generated $100m+ in recurring revenue for Fortune 500 firms. We are excited to welcome Ashish to ForwardLane's IAB to enable us to better serve our customers."
Braganza has over a decade of experience building and leading impactful analytics teams at Fortune 500 companies. Most recently, he served as Executive Vice President, Data, Analytics and Innovation for LPL Financial. Prior roles include SVP, Head of Client Analytics & Insights for OppenheimerFunds, Director of Global Analytics and Business Intelligence for Lenovo, and Senior Manager Digital Analytics and Optimization for Comcast. Ashish has a proven track record of scaling advanced analytics and leading data transformation in the wealth and asset management industry. He brings together sales, marketing, and data analytics to deliver strategic value for the wealth and asset management industry.
"ForwardLane is an innovator in the insights-as-a-service industry, enabling both large financial institutions on private cloud, as well as fully cloud-based enterprises like RIAs. It's a powerful AI platform that automates insights and empowers advisors and wholesalers with data-driven Next Best Action recommendations. Having seen, implemented, and experienced ForwardLane's technology firsthand, I am excited to help fuel the company's growth with my industry perspective," said Ashish Braganza.
About ForwardLane
ForwardLane’s mission is to be the essential platform used by financial professionals for personalized client conversations. Used by leading RIAs, Broker dealers and large wealth and asset management firms, the patent-pending AI insights platform processes vast quantities of enterprise data, distilling personalized insights and next best actions directly into the advisors CRM to drive growth, enhance client experience, and save time. Do more business, more frequently.
