Harvest Exchange: The Knowledge Portal Bridging Financial Firms with Investors

We have a dedicated client success team that works with our premium clients to help them better achieve and streamline their marketing initiatives and investor relation goals

With a ‘one of its kind’ offering in the space which essentially utilizes a ‘Netflix-like content matching model’ for investors, Harvest has charted exemplary client success stories. Harvest has assisted an asset management firm, which, despite having a robust content strategy, struggled with lead generation. It utilized Harvest’s content promotion strategies, quarterly reporting and analysis, and subsequent consultation on analytic reports to ultimately generate 192 qualified prospects in a single year. The firm plans to utilize Harvest’s targeting and promotion tools to continue driving leads into its marketing funnel and has also begun integrating their CRM to the prospect data generated through Harvest. In another instance, a U.S.-based asset manager that acquired a Latin American hedge fund was able to seamlessly enhance integration of the fund onto the firm’s broader investment platform. It could also streamline its communication with investors and prospects and facilitate collaboration between internal teams in Latin America and the U.S.

Looking ahead, Harvest plans to develop its platform further to create user interfaces that will lead to better content discovery and engagement across the platform. Harvest is also working on integrating third-party software such as CRM and data visualization tools to make customer management all the more seamless and intuitive for the clients.