Harvest Groupe
Created in 1989
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
556 14,575Activities
Technologies
Entity types
Location
5 Rue de la Baume, 75008 Paris, France
Paris
France
Employees
Scale: 201-500
Estimated: 356
SIREN
352042345Engaged corporates
32
4 31Added in Motherbase
5 years, 3 months ago
insurtech Value proposition
[Automatic translation follows] Software editor and digital solutions creator for wealth management and finance professionals
A leading publisher in the wealth management software market
Harvest is a software publisher specializing in financial and wealth management consulting, working with all players in the sector: banking networks, insurance companies, management companies, private banks, independent wealth management advisors, accountants, etc.
With over 25 years of experience, Harvest has earned the trust of a prestigious clientele, including the biggest names in banking and insurance. Its flagship product, the BIG software, is an essential reference in the wealth management professions.
Harvest supports its clients through a complete range of expert solutions: multi-channel digital offers, sales support tools, pricing solutions, simulators (savings, retirement, pension, life insurance, tax, real estate, etc.). Beyond high-performance software, Harvest guarantees project support at all stages of reflection and deployment, for optimal management of sales approaches and digital strategies for prospects and customers.
Consulting-oriented digital solutions
BIG, the leading private management software, to support wealth management clients at every stage of their lives,
O2S, account aggregation and customer monitoring software, to manage the activity of consulting firms,
VIC, cross-channel solutions for sales and instruction of real estate loans, consumer loans and professional loans.
Quantix, a digital solution for sales force intranets and personal finance sites, composed of simulators deployed independently or scripted to structure the sales approach,
ClickImpôts, the leading tax calculation software, from simulation to sending declarations, for individuals and professionals,
Patrithèque, a documentary resource covering all wealth and financial issues for individuals.
publisher of digital solutions, banking, insurance, wealth management, CGPI, multichannel digital offers, sales support tools, digital strategies, simulators, project support, pricing solutions, training, software, software publisher, and fintechOriginal language
Software editor and digital solutions creator for wealth management and finance professionals
Un éditeur de référence sur le marché du logiciel patrimonial
Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de tous les acteurs du secteur : réseaux bancaires, compagnies d’assurance, sociétés de gestion, banques privées, conseillers indépendants en gestion de patrimoine, experts comptables, etc.
Fort de plus de 25 ans d’expérience, Harvest a su gagner la confiance d’une clientèle prestigieuse, comportant les plus grands noms de la banque et de l’assurance. Son produit phare, le logiciel BIG, est une référence incontournable des métiers de la gestion de patrimoine.
Harvest accompagne ses clients au travers d'une gamme complète de solutions expertes : offres digitales multicanal, outils d’aide à la vente, solutions de tarification, simulateurs (épargne, retraite, prévoyance, assurance vie, fiscal, immobilier...). Au-delà de logiciels performants, Harvest garantit un accompagnement projet sur toutes les phases de réflexion et de déploiement, pour une prise en charge optimale des approches commerciales et des stratégies digitales prospects et clients.
Des solutions digitales orientées conseil
BIG, logiciel de référence de la gestion privée, pour accompagner la clientèle patrimoniale à chaque étape de vie,
O2S, logiciel d’agrégation de compte et de suivi client, pour gérer l’activité des cabinets conseils,
VIC, solutions cross-canal de vente et d’instruction de crédits immobiliers, crédits consommation et crédits professionnels.
Quantix, solution digitale pour les intranets des forces de vente et les sites de finances personnelles, composée de simulateurs déployés en autonome ou scénarisés pour structurer la démarche commerciale,
ClickImpôts, premier logiciel de calcul fiscal, de la simulation à l’envoi des déclarations, pour les particuliers et les professionnels,
Patrithèque, ressource documentaire couvrant l’ensemble des problématiques patrimoniales et financières des particulers.
éditeur solutions digitales, banque, assurance, gestion de patrimoine, CGPI, offres digitales multicanal, outils d’aide à la vente, stratégies digitales, simulateurs, accompagnement projet, solutions de tarification, formation, logiciels, éditeur de logiciels, and fintech
Harvest - Créateur de solutions digitales pour les professionnels du patrimoine et de la finance
Harvest is a creator of digital solutions leader in France in software dedicated to wealth management and finance professions.
https://www.harvest.fr/
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