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Think Smart
Think Blue

An AI-Powered CRM for Financial Advisors, with

All-in-One built-in tools for compliance, transparency

& client relationships.

Think Smart
Think Blue

Let the technology help grow your business rather than replace you.

Full Access. Cancel Anytime!

Automated Compliance

Simple, Easy & Fast

Grow your Clients

Customized for You

Automated Compliance

Simple, Easy & Fast

Grow your Clients

Customized for You

A Smart Digital Office
CRM For Financial Advisors

Powered by artificial intelligence (AI), BlueMind is an innovative digital platform that can revolutionize the way you currently do business.

Whether you are a financial advisor, a MGA, an AGA, or an insurance company, BlueMind’s state of the art AI technology will give you complete control of your business operations and empower you to make smarter decisions for the benefit of your clients.

Take Control of Your Business

BlueMind’s flexible and easy-to-use platform empowers you to take control of your business.
It will help you protect and grow your business from your home or office.

Insurance Advisors

Gain your client’s trust with BlueMind’s automated compliance, analysis and recommendations. Spend less time with more accuracy.

Insurance Brokerages

Take control of your business with BlueMind’s advanced AI features. Minimize manual tasks to save time. Build relationships & grow your business.

Insurance Companies

BlueMind helps oversee and protect your agents. Identify opportunities & risks, automate compliance and manage prospects to increase revenue.

Leverage the Benefits of BlueMind

With all your tools on a centralized dashboard, BlueMind provides you with a competitive advantage to
take control of your business operations.

compliance in crm for financial advisors

Top Level Compliance

BlueMind has built-in protocols that automate internationally-accepted compliance requirements, thereby minimizing potential risks for both you and your clients and ensuring that your practice is always on-side with regulatory requirements

Greater Efficiency

BlueMind’s user-friendly design and simple framework eliminates the complexities of a traditional CRM software. There is no need for multiple tools and cumbersome administrative tasks, thus enhancing your efficiency and freeing up your time to focus on building your business.

Simple-Design
Progress-Monitoring

Revenue Optimization

BlueMind identifies opportunities to generate more revenue for your business. Using its centralized dashboard you can easily manage, track and analyze your existing and prospective clients and make recommendations for revenue-generating solutions.

Experience The Power of BlueMind!

Better information handling, efficient customer relationship, more accurate recommendations, strong data compliance and more results from less effort.

90-Day Money-back Guarantee

IBC 5 Star Award

Insurance Technology 5-Star Award

BlueMind has won the Insurance Business Canada 5-Star Award 2021 in Insurance Technology category. 

BlueMind was also Nominated for and named as a Finalist in People’s Choice Insurance-Canada Technology Award (PICTA 2021).

FAQs

Most Frequently Asked Questions and their Answers

An AI-Powered Financial CRM and business analytics platform, BlueMind is an innovative digital platform that can revolutionize the way you currently do business. Whether you are a financial advisor, a MGA, an AGA, or an insurance company, BlueMind’s state of the art AI technology gives you complete control of your business operations, empowering you to make smarter decisions for the benefit of your clients.

BlueMind was developed by a team of Certified Financial Planners who built the platform to address the problems they experienced in the industry. More than just a CRM, BlueMind provides all of the essential tools that you need, such as built-in compliance, needs analysis, document signature and business analytics, in one package.

With general CRMs, necessary tools cost extra or aren’t available on the platform, forcing you to purchase the tools separately. This costs money, time and can create additional difficulties and manual workarounds.

BlueMind differentiates itself from other CRMs in several ways. It utilizes Artificial Intelligence to provide accurate, efficient recommendations for your clients. Compliance reporting and documentation is automated, eliminating the need for manual processes. BlueMind also offers an analytics platform, enabling you to see how your business is performing. Essentially a smart digital office, BlueMind has all the tools you need to run your business on a centralized dashboard. Plus, it’s affordable.

Yes. You can easily import data from any other CRM to BlueMind.

BlueMind runs on Google Cloud platform which is fast, reliable and has multi-tiered security. Data stored in BlueMindis protected by several layers of encryption, ensuring the protection and privacy of your client’s data. 

Note: To ensure industry compliance, data is stored within Google’s Canadian data centers.

If you are not satisfied with BlueMind, you can cancel the subscription at anytime without any penalties or charges.

A SMART Digital Office
CRM For Financial Advisors

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