Retain deposits, transition smoothly from savings to wealth, and never miss an opportunity to support your customers on your financial journey
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 into actionable intelligence when it matters most.
Connect savings & wealth
It's difficult to know when and how to shift accounts from savings to wealth. Signal solves that problem using its knowledge of goals, balance changes, and objective timing.
Don't wake up to lost deposits
Signals know when an account balance suddenly increases and deserves an immediate action. Act on those changes before the deposits leave your institution.
Optimize your up-sell and cross-sell timing
Working with Goalkeeper, Signals will automate delivery of appropriate bank-related products as customers near their goals.
Move customers into wealth accounts when it makes sense
Signals will alert you when savings accounts mature into possible wealth accounts. Act on the intelligence before the deposits become a flight risk.