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The company is rebranding as Harvest Savings & Wealth Technologies and launching two new products: Goalkeeper, a new white-label solutions for financial institutions to offer automated micro-savings, and Signals, which will alert institutions when there is an opportunity to profitably move bank accounts upstream into a brokerage or trust account.
Harvest Savings & Wealth Technologies, the leading provider of integrated savings and wealth solutions for the financial industry, formerly called Trizic Inc., today announced a complete rebranding along with an additional $23 million in equity and debt financing.
The firm known to date as Trizic announced Tuesday that it has changed its name and rebranded itself to Harvest Savings & Wealth Technologies. It has also added $23 million in equity and debt financing and launched two new products.
While bank customers repeatedly acknowledge in surveys their openness to letting artificial intelligence manage their finances, there is a structural issue preventing many institutions from benefiting from the digital advice trend, according to one fintech head.