An MIT report found that 95% of generative AI pilots never make it into production. ForwardLane, with eight years of production deployment at some of the world’s largest wealth and asset managers, sits firmly in the other camp. “We are part of that very small percentage of companies that actually deliver results and have been building not when it’s fashionable, but since it started,” said CEO Nathan Stevenson.
The arrival of agentic AI is pushing firms back to business process reengineering — rethinking how they operate and where autonomous agents can take over the tedious work that bloats the day of advisers, wholesalers and operations teams, working 24/7 so people have what they need, when they need it. ForwardLane is meeting that wave with three offerings.
From months to minutes
The first is Signal Studio. ForwardLane saw firms spending months collating signals that an agent can now produce in minutes. Signal Studio connects structured databases, unstructured documents, CRM and market feeds through hundreds of supported integrations including Salesforce and Microsoft Teams; teams ask questions in natural language and receive prioritised, sourced answers with nextbest actions and a full audit trail, delivered straight into the CRM — using 95% fewer tokens.
“A subject matter expert now can create a signal and insight, test it out, and then push it out in a matter of minutes.”
The second, the Agent Ops Service, tackles a quieter problem: standard operating procedures that are outdated by launch and ignored by staff who have their own ways of working. Agent Ops automatically gathers data on a firm’s real-world processes, then turns them into agents tailored to the organisation — automating workflows and keeping them current. The service is aimed at the broad middle of the market — small and mid-sized fintechs, asset managers, wealth managers and insurance boutiques that have invested in processes but lack the engineering teams to automate them. Having worked with multiple mid-sized RIAs ranging from $500m to $20bn in AUM, ForwardLane designed these offerings specifically for that segment. “You don’t have to spend a lot of time, money, and effort on this to get the value out of it,” Stevenson added.
Closing the governance gap
Adoption is outpacing oversight. A recent Deloitte survey found nearly three-quarters of respondents plan to deploy agentic AI within two years, yet only 21% have a mature governance model — a gap compounded, Stevenson noted, by a skills divide between those who can use agents and those who cannot, and by weak data foundations at many firms.
ForwardLane’s answer is its AI Governance and Compliance Policies for RIAs, authored with legal and compliance experts: a complete set of documents firms can tailor so that AI agents are governed and compliant from day one, without hiring or training a lawyer to learn AI. “It ensures RIAs stay ahead of the curve, mitigate risk and save more than 100 hours of legal and executive work across the organization,” Stevenson said.
Reframing how you do business
Stevenson is confident the payoff goes well beyond efficiency. “Agents enable new ways of working, which mean a different role for the everyday knowledge worker. Once the knowledge worker is familiar with different techniques, tools and methods to orchestrate, delegate and assign tasks across one or many agents, that knowledge worker suddenly becomes supercharged — in the most agent-ready workflows we have seen as much as a 10-12 times improvement in productivity.”
This, he argues, is the real reengineering wave: not improving a single worker’s output, but rethinking roles and how products and services are delivered. “It’s about reframing how you do business.”
As for why ForwardLane should be the partner for that future: “Anyone can show you a pilot; we can show you eight years in production at firms managing trillions. We build agents from your own data, govern them from day one, and have you live within a week. Come for the results — we will deliver.
ForwardLane was recently named in this year’s AIFinTech100, which identifies the companies leading AI solution providers companies helping to transform financial services. The full AIFinTech100, including profiles on each company, can be found here.
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