Jumpstart by Harvest Savings & Wealth Technologies

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Overview

Harvest Savings & Wealth Technologies provides enterprise-grade, digital savings and wealth technology to banks, credit unions, trust companies, and other financial institutions. The firm’s technology was architected and engineered to deliver cutting edge, end-to-end digital solutions that unify and automate a bank’s savings, wealth and trust solutions.

Harvest’s Jumpstart digital account opening technology provides firms and their staff with the ability to efficiently collect their customers' data, and then review, approve and open accounts digitally across savings, wealth, and trust systems. Jumpstart provides streamlined technology that simplifies and automates account opening forms and processes, replaces expensive manual processes, allows wealth managers to add new clients faster and at a lower cost, and accelerates advisor productivity and time to revenue. Jumpstart is the only solution in market that can open trust accounts digitally.

Key Features

  • Only company that can digitally open and cost-effectively manage any size customer trust account
  • Consumer as well as Advisor-led account opening processes
  • Robust configurable data collection and workflow capabilities
  • Adaptors for brokerage, RIA, and trust accounting systems
  • Workflow processes can include RTQ, investment model assignment, and account funding
  • Import data from third-party systems for quicker entry
  • Form field validation to ensure accuracy
  • Automatically populate paper based forms
  • Review and approve accounts based on user role
  • Route required electronic forms to your client via e-sign
  • Responsive design for desktop, laptop, and mobile phones
  • Connects to many leading brokerage and trust accounting systems

Key Benefits

Harvest Jumpstart enables digital account opening and digital client onboarding that optimizes operational overhead and workflows and replaces your expensive manual processes.

  • Accelerate your time to revenue - Turn a process typically measured in weeks into one measured in hours. Increase year one revenue by at least 8%.
  • Increase advisor productivity & satisfaction - Free up your advisor's time, allowing them to get back to work that generates revenue and drives customer satisfaction.
  • Improve new account completion rates - Simplify the process for your customers and dramatically accelerate account opening.
  • Digital records to lower compliance risk - All onboarding information is securely retained for future review, including compliance oversight.
  • Cost-effective solution - Harvest's digital account opening platform is the most cost competitive tool in the industry.

Product/Service details

SOLUTION OR SERVICE TYPE