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Fintech Integration Marketplace / Wealth Management / Financial Planning

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Harvest Savings

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.

Website

https://harvestsw.com/

Contacts

hello@harvestsw.com

https://www.linkedin.com/company/harvestsw/

https://twitter.com/HARVEST_SW

Harvest
  • Goalkeeper – Retain deposits with intelligent goals-based micro-savings technology.
  • Signals – Maximize your revenue by moving customers upstream at the right time.
  • Jumpstar – Open accounts seamlessly across your savings, wealth, and trust systems.
  • Automate – Automate advice across any size wealth or trust account to drive increased margins.
Harvest

Companies that integrate with Harvest

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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Harvest

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