Solution introduction
A faster, better way to open wealth and trust accounts
Accelerate your time to revenue while reducing operating costs and increasing customer and advisor satisfaction
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 and satisfaction
Stop pushing paper and courier packages through old analog systems. Jumpstart frees up your advisor’s time, allowing them to get back to work that generates revenue and drives customer satisfaction.
Improve new account completion rates
Jumpstart simplifies and dramatically accelerates account opening. Your customers will understand, and happily complete, the account opening process.
