Respond Instantly, and Follow-up Persistently

The Prospecting Assistant automatically detects leads as they come in, and triggers a message within minutes.

The system will persistently follow up until you get a response, and pause automatically when it detects interaction.

Save time and schedule 40% more meetings, with automatic lead follow-up.

Works with these lead sources, and more…

Following up is just as important as capturing the initial contact details. But it’s impossible to follow up with every lead.

Harbor’s Intelligent Nurture automates this, with built-in content specifically for Financial Advisors, optimized to capture attention, and drive engagement.

Watch a video testimonial from Ford Stokes

“I’ve got 5 meetings on our next business day, and 3 of them came through the Harbor Plan system. It’s a good situation”

- Ford Stokes, Active Wealth Management

Review a Case Study with Adam Harding

Harbor’s Financial Health Quiz re-activated several old leads that I had been trying to convert for months. One of those leads is now a $1.5M client. I was really impressed with the results.

- Adam Harding, Adam Harding Investments