Celent Recognizes Harvest as an “Up and Coming” Leader in Digital Onboarding Solutions
Summary
By reimagining the experience, Harvest digitized the account opening process, enabling bank wealth and trust managers to eliminate paper and remotely onboard clients across their full product suite. Since Harvest’s launch of Jumpstart in early 2019, more than a dozen bank and trust firms have signed on to accelerate client onboarding, achieve operational efficiencies, and reduce prospect attrition. In addition to freeing up time for advisors and operations staff, the secure digital solution enables wealth managers to onboard clients remotely, which in today’s COVID-19 climate has risen to the top of priorities across all financial services. “We’ve worked very hard to build a modern digital technology to reimagine the experience for bank and wealth managers and are pleased to offer an RIA-like modern solution that addresses their specific needs.” Celent clients with a research subscription can download the Wealth Management Client Onboarding Platforms report here. With a team of internationally experienced analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis.