DIGITAL ACCOUNT OPENING
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.
DIGITAL ACCOUNT OPENING
Increase revenue by 8%
Harvest Digital Account Opening helps you add new clients faster and at a lower cost.
Increase revenue by 8%
Harvest Digital Account Opening helps you add new clients faster and at a lower cost.
Accelerate your time
to revenue
Harvest Digital Account Opening 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
Harvest Digital Account Opening 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.
DIGITAL ACCOUNT OPENING
Increase revenue by 8%
Harvest Digital Account Opening
helps you add new clients faster and at a lower cost.
Accelerate your time to revenue
Harvest Digital Account Opening 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. Harvest Digital Account Opening 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
Harvest Digital Account Opening 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
DIGITAL ACCOUNT OPENING
“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
“Before Harvest Digital Account Opening, we were entering at least 95 fields of data across a minimum of 20 different screens, just to open one account. With Harvest, we have improved data quality and achieved significant operational efficiencies driven by a 63% reduction in data entry fields and a 70% decrease in data entry screens.”
Kyle Search
SVP Operations Manager, Central Trust Company
Increase advisor
productivity and
satisfaction
Stop pushing paper and courier packages through old analog systems. Harvest Digital Account Opening frees up your advisor’s time, allowing them to get back to work that generates revenue and drives customer satisfaction.
Increase advisor
productivity and
satisfaction
Stop pushing paper and courier packages through old analog systems. Harvest Digital Account Opening 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
Harvest Digital Account Opening simplifies and dramatically accelerates account opening. Your customers will understand, and happily complete, the account opening process.
Improve new account
completion rates
Harvest Digital Account Opening 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
DIGITAL ACCOUNT OPENING
“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
“Before Harvest Digital Account Opening, we were entering at least 95 fields of data across a minimum of 20 different screens, just to open one account. With Harvest, we have improved data quality and achieved significant operational efficiencies driven by a 63% reduction in data entry fields and a 70% decrease in data entry screens.”
Kyle Search
SVP Operations Manager, Central Trust Company
“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
“Before Harvest Digital Account Opening, we were entering at least 95 fields of data across a minimum of 20 different screens, just to open one account. With Harvest, we have improved data quality and achieved significant operational efficiencies driven by a 63% reduction in data entry fields and a 70% decrease in data entry screens.”
Kyle Search
SVP Operations Manager, Central Trust Company
