HARBOR
Harbor has developed the first intelligent sales assistant for independent professionals like financial advisors, accountants, and lawyers, to automate their sales conversations and focus on running their business. It’s enterprise-quality sales execution at 50x lower cost than a sales specialist. Harbor Plan offers two different types of quizzes to choose from depending on needs: the Financial Health Quiz and the Investor Personality Quiz. The Financial Health Quiz will reveal the prospect's f... inancial situation, priorities, and goals. The Investor Personality Quiz will give that, plus important information about whether he or she is a confident or timid investor, interested in high-risk or low-risk, diligent or impulsive, reserved or tumultuous. Depending on the quiz the potential lead chooses, the answers provided give enough to qualify them as a good potential client as opposed to simply working with basic information like a first and last name and email from a contact form. Another major benefit of Harbor Plan is that it's a true multi-channel lead-generation platform, meaning that it can also send text, voicemails, and even phone calls in addition to emails. This is all done through a dedicated number within area code.
HARBOR
Industry:
Career Planning Financial Services Security Software
Founded:
2017-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.harborplan.com
Total Employee:
1+
Status:
Active
Contact:
+844 215 3380
Email Addresses:
[email protected]
Total Funding:
100 K USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Content Delivery Network Nginx Euro Amazon
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Current Employees Featured
Founder
Investors List
DCU FinTech Innovation Center
DCU FinTech Innovation Center investment in Non Equity Assistance - Harbor
Techstars
Techstars investment in Pre Seed Round - Harbor
Techstars Chicago
Techstars Chicago investment in Pre Seed Round - Harbor
Right Side Capital Management
Right Side Capital Management investment in Pre Seed Round - Harbor
Official Site Inspections
http://www.harborplan.com
- Host name: 198.185.159.144
- IP address: 198.185.159.144
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
