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On-Demand: Empowering the Journey from Savings to Wealth with Holistic Goals-Based Savings Tools

Many large wealth accounts got their start as humble savings accounts. Yet in today’s volatile financial market, many consumers are spending their money as soon as they receive it. One way to stem this outflow of cash is to offer contemporary micro-savings tools that automate savings and empower customers to meet their goals. Join our webinar to discuss how holistic savings tools from Harvest and Envestnet® | Yodlee® work together to help retain and grow bank deposits, assist customers in building positive financial habits, and help to create profitable wealth accounts of any size.

Watch the on-demand webinar to:

  • Create transactional revenue opportunities and deposit retention with a service comparable to D2C tech products

  • Gain insight into what your customers are saving for to help them meet their goals

  • See how Harvest’s white-label Goalkeeper solution deepens engagement with your brand

  • Enable customers to choose how much to save or let Harvest’s algorithm suggest savings options

  • Identify when it’s the right time to move customers from a savings solution to the right wealth management offering

Watch the on-demand webinar for tips and tools to profitably service small accounts while supporting customers on their financial journeys.