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Ahilan (Akil) Balachandran created BlueMind after years as a financial advisor at a global insurance company. He transitioned from being a medical student, to become a financial planner, author, coach, and eventually, a serial entrepreneur. BlueMind is the product of his experience.

“For years,” says Akil, “I watched advisors operating without adequate tools, without a platform to help them perform their best. The other glaring issues were transparency and compliance. There was no centralized way to streamline, communicate, and protect.

Our industry is lagging. The few technology tools on the market are expensive and not user-friendly. Most are not designed with a focus on the advisor’s efficiency and the client’s experience.

“In short, I saw a chance to revolutionize the way financial and insurance advisors work.”

In 2018, Akil created the first-of-its-kind mobile app for financial advisors and their clients. A year later, he built a cloud-based platform (LifePlanAI). Then he put it all together with BlueMind, an elegantly simple yet powerful digital platform for solo practitioners. BlueMind equips advisors to expand their business while dramatically improving the client experience confidently.

Authorities quickly recognized its potential. In 2022, BlueMind was awarded the Insurance Bureau of Canada’s 5-Star Insurance Technology Provider Award.

Akil has surrounded BlueMind with a talented tech team and solid financing. Development has been funded privately and through a series of research and technology grants. Ongoing development is assured through committed long-term private investment.

And the dolphin logo? Dolphins are animals of uncommon intelligence with an uncanny ability to communicate. They are a symbol of relational skill, blue-ocean thinking, and peace of mind. “All qualities I hope BlueMind helps to fortify in our growing user base,” says Akil.