Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning

Harvest Savings & Wealth Technologies

Savings and wealth engagement platform helping banks grow deposit and investment relationships.

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Overview

Harvest Savings & Wealth Technologies provides a software platform that enables banks and credit unions to offer integrated digital savings and wealth solutions. The platform aims to help financial institutions retain deposits and grow investment relationships by offering automated goals-based saving tools and micro-investing capabilities.

Its suite includes products like Goalkeeper, an automated micro-savings service for goals-based accounts, and Signals, which provides business intelligence across retail and wealth core systems. The company, previously known as Trizic, was acquired by Envestnet in April 2021 and continues to operate under the Harvest brand.

Key Features

+ Goalkeeper savings-goal tool
+ Signals engagement triggers
+ Jumpstart onboarding
+ Automate investing workflows
+ Deposit and investment retention analytics

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