CU 2.0 Fintech Friday for Credit Unions: Harbor

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Harbor to discuss all things credit union, fintech, and digital innovation.

Harbor is a better way to present financial advice. Harbor’s platform allows for a personalized touch with each prospect, which strengthens the bond between credit unions and prospective clients. Personalization comes in the form of highly-engaging financial quizzes, which collect and analyze data to assist with both financial planning and lead scoring.

After the initial point of contact, Harbor allows your credit union to stay in front of prospective clients with automated, personalized, and interactive content. Harbor learns about each user’s situation and gives you specific ideas about how you can provide value.

Harbor’s Prospecting Assistant helps you turn leads into prospects, and prospects into happy clients. Harbor seeks to help your credit union engage and attract new potential prospects, save time collecting data & qualifying leads, demonstrate your insight and value, and keep the conversation going.

Harbor is a fantastic way for credit unions to screen leads for financial planning and services, and it prepares you for productive initial meetings.

If this sounds like an intriguing credit union–fintech partnership, check out the video and Harbor snapshot below!

Credit Union Fintech Snapshot: Harbor

Top 3 Problems Solved

  1. Prospecting
  2. Marketing
  3. Member engagement

Harbor Co-Founder: Colin Sidoti

Harbor Market Strategy

Credit Unions

Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.

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