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Intelligent Assistant for Financial Advisors (Techstars Chicago '17)

Intelligent Assistant for Financial Advisors (Techstars Chicago '17)

Harbor’s Sales Assistant takes over the burden of sales funnel from busy independent professionals. Like a human assistant, it tracks who the prospects are, when to contact them, and what to say. Then it delivers messages automatically via e-mail, text, and voice.

It is ready “out of the box,” with pre-built proprietary workflows and pre-written marketing content modeled after the best-practices for our verticals. On top of these workflows, we selectively layer natural language processing to enable more natural human interaction & messaging. Our goal is for the assistant to be able to independently manage the entire sales funnel (except for live sales meetings) in >90% of cases.

William Rueter

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Investor turned entrepreneur. CEO and founder of Harbor, Inc., breaking down retirement planning into stackable blocks so you can make decisions for yourself

Nicholas Moy

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Co Founder & Head of Product @Harbor (Techstars '17)• Consultant at @Bain & Co. Enterprise & FinTech Investments @Advent International

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