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.