AI to augment human capabilities
Artificial intelligence must enhance human capabilities.
Artificial Intelligence
We are the trusted AI partner
For 36 years, Harvest has been amplifying human expertise. We integrate AI where it creates real value for you: at the heart of your operations, your client relationships, and your compliance.
36 years of expertise
AI changes everything
“At Harvest, we have chosen to make AI a lever in the service of your profession: more powerful tools, a stronger ability to listen, and an anticipation of wealth management developments — as we have always done. We have always been there at the moments that matter. With the same passion, the same commitment, and the same reliability that have driven us from day one. The future of wealth management is being written now. And we are writing it with you.”
Our commitments
Five principles that guide each of our technological decisions. The AI we build is responsible, transparent, and centred on human value.
Transparency and explainability
Every AI system must be able to explain its suggestions. Black-box approaches are unacceptable when results impact people, rights, responsibilities, or critical decisions.
Privacy and data protection
Respect for privacy, security, and data sovereignty is non-negotiable. Trust is built through rigour and discipline.
Real value and measurable impact
We develop AI to solve real problems, improve the client experience, and deliver tangible value — for teams and clients alike.
Continuous learning and critical thinking
AI evolves rapidly — and so do we. Its adoption requires training, experimentation, and a critical eye on the results it produces.
We believe AI is only valuable if it serves a greater intelligence: that of wealth advisory—yours. We integrate AI into our solutions because we know exactly where it creates value for you and your clients.
AI in action
Concrete features, integrated into your everyday tools, for an immediate impact on your productivity and the quality of your advice.
Available
Step-by-step guidance in Big, O2S and Fidnet
- An AI assistant available 24/7 for every step of your daily work
- Greater autonomy across all your tools without waiting for support
- Immediate support for complex wealth situations
- Fewer errors, less wasted time, more time devoted to advice
Harvest's human expertise. The power of AI. The best of both worlds, for you.
Coming soon
Zero data entry: from the client meeting to the file in Big
- Client discovery reduced to just a few minutes, with no re-keying
- A summary report delivered to your client at the end of the meeting
- A complete, reliable client record in Big, synced in one click to O2S
Time freed for what truly matters: your advice.
Coming soon
Understand your clients like never before — Wealth Advisory Platform
- Conversational AI integrated into the dashboard, connected to clients and portfolios
- Instant answers, pre-meeting summaries, compliance alerts and cross-sell opportunities
- AI identifies objectives, preferences and risk profiles for a 360° client view
- Guided MiFID II profiling: compliant questions, instrument mapping, and a complete profile in one session
Behind the scenes of our AI transformation
How Harvest builds, tests and deploys AI from within — with rigour and responsibility.
2022
Creation of the internal AI unit
A dedicated team was formed: data scientists, ML engineers, and wealth management domain experts. AI is not outsourced — it's built by those who know your business.
2023
First pilots in production
Real-world testing with beta-tester wealth advisors. Every feature is validated by users before any general rollout.
2024 & 2025
Deployment in Big, O2S and Fidnet
AI becomes a native layer, not an external module. It integrates into existing workflows, with no disruption for users.
2026
AI Coding Hackathon
Over 80 employees gathered for a day of intensive experimentation around AI coding. 21 teams designed and developed concrete solutions in just a few hours. A catalyst for collective innovation, and a tangible glimpse of the AI culture Harvest is building from within.
80+
employees
21
teams
1
day
The future of wealth management is being written now
We simplify wealth management, we support our clients: we are your trusted AI partner.
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