JUMPSTART

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.

JUMPSTART

Increase revenue by 8%

 

Harvest’s Jumpstart digital account opening solution helps you add new clients faster and at a lower cost.

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.

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.

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.

JUMPSTART

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. Sreamlined
technology automates your forms and proceses,
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.

Supported systems

The Harvest Platform connects to many leading
brokerage and trust accounting systems.

BROKERAGE SYSTEMS

TRUST SYSTEMS

JUMPSTART

“Harvest’s account opening solution
is incredibly powerful and has
allowed us to get back to the business
of taking care of our clients.”

Todd Martin
SVP Technology, BOK Financial

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.

Ingrease advisor
productivity and
satisfaction

Stop pushing paper and courier packages
through old analog systems. Jumpstart
freest 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.

Improve new account
completion rates

Jumpstart simplifies and dramatically accelerates
account opening. Your customers will understand,
and happily complete, the account opening
process.

Supported Systems

The Harvest Platform connects to many leading brokerage and trust accounting systems.

BROKERAGE SYSTEMS

TRUST SYSTEMS

JUMPSTART

“Harvest’s account opening solution is incredibly powerful and has allowed
us to get back to the business of taking care of our clients.”

Todd Martin
SVP Technology, BOK Financial

“Harvest’s account opening solution is incredibly powerful and has allowed
us to get back to the business of taking care of our clients.”

Todd Martin
SVP Technology, BOK Financial

See the Harvest platform in action.

See the Harvest platform in action.

color
https://harvestsw.com/wp-content/themes/skudo/
https://harvestsw.com/
#F27833
style1
paged
Loading posts...
/home/wp_xwpu67/harvestsw.com/
#
on
none
loading
#
Sort Gallery
on
yes
yes
off
Enter your email here
off
off