Harvest Savings & Wealth Technologies
HQ Address
60 East Sir Francis Drake Blvd, Suite 200, Larkspur, CA 94939, United States
Website Address
Business introduction
Finally. Tightly integrated savings & wealth solutions
We believe in banks and everything they stand for
Harvest was conceived with a goal of helping banks prepare for, and implement, digital technology solutions.
White labeled and enterprise class from the start, we sought to enable, not compete, with our client base. While other companies tried to replace wealth managers with investor-direct robo solutions, we work closely with banks, credit unions, broker dealers, and asset managers to leverage technology that supports and enhances an institution's ability to deliver meaningful results for their clients.
The Harvest advantage
Our work
We're building cutting-edge tools that bring more innovation and efficiency to savings and
wealth management.
Our passion
We're committed to redefining the standards and processes so that our clients can deliver high value, cost-effective digital savings and wealth solutions to their entire customer base.
Our people
Our team has deep experience with bank and credit union's retail, brokerage, and trust systems.
Harvest Savings & Wealth Technologies Solutions
Automate
Democratize wealth across your institution Be there for your customers at any point during their wealth journey. Use digital to improve operating margins Adjusting your wealth and trust offerings via digital advice reduces the amount of people-powered work performed by your current employees. Digital retains deposits & customers Lowering the bar for opening a wealth......
business needs
view solutionGoalkeeper
Innovative goals-based savings technology A simple, yet powerful technology that lets your customers save for anything and everything...no matter how small. Set as many goals as they want Pick a savings engine Savings happen automatically Free to your customer Deposits stay at your bank Be there at the beginning Every wealth account starts as a savings account. Goalkeeper......
business needs
view solutionJumpstart
Increase revenue by 8% Harvest’s Jumpstart digital account opening solution helps you add new clients faster and at a lower cost. Accelerate your time to revenue Jumpstart turns a process typically measured in weeks into one measured in hours. Streamlined technology automates your forms and processes, improving account success rates and compliance. Increase advisor productivity......
business needs
view solutionSignals
Powerful and fully automated systems intelligence Harvest's Signals technology listens to your retail, wealth, and trust core systems and initiates corresponding, value-added actions to help you keep customers, drive new revenue, grow assets, and retain deposits. Timing is everything Your core systems are chock full of valuable, untapped data. Signals turns your abstract data changes......
