Uncover & leverage
customer intent

GOALKEEPER PLATFORM

Automated goal-powered solutions deliver actionable intent

Harvest’s Goalkeeper Platform manages your customer’s goals across automated savings, wealth, and trust systems. The Platform provides you with a deeper insight into the things your customers care about, which allows you to deliver the right solution at the right time.
The Platform is modular, so you can take the pieces you want when you want them.

Timing is everything

With Goalkeeper, you’ll not only know what
your customers want, but you’ll also know
when they want it.

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.

Optimize your up-sell
and cross-sell timing

Goalkeeper works to help you automate delivery
of appropriate bank-related products as customers
near their goals.

Move customers into
wealth accounts when it
makes sense

Goalkeeper will alert you when Goals-based
savings accounts mature into possible wealth
accounts. Act on the intelligence before the
deposits become a flight risk.

Get detailed data
on customer intent

Goalkeeper can provide you with data dashboards
on your goal activity, or the raw data can be
systematically delivered to your bank’s
warehouse and marketing systems.