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Empowering Financial Advisors

Developed by Financial Advisor for Financial Advisors

Our Story

“Technology is nothing. What’s important is that you have a faith in people, that they’re basically good and smart, and if you give them tools, they’ll do wonderful things with them.”
– Steve Jobs

BlueMind was born with a single thought in mind, to provide advanced technological solutions such as artificial intelligence, not to replace advisors, but to support the global community of financial institutions, and advisors to help their clients effectively.

The unforeseen Covid-19 pandemic that has gripped the world has brought about a tumble in the economy, job losses and many insecurities in people about their financial future. As businesses were closing down, the financial services industry including insurance companies and financial advisors also had to change the way they used to work and meet the compliance regulatory requirements.

Advisors are using multiple complicated tools that are burning up their time and energy.  This time-consuming effort results in them not being able to give the proper time and concentration on building client relationships, as well as them missing out on their own quality family time.

BlueMind solves this problem with its simple and comprehensive interface that helps advisors to get more done in less time. It was developed to help financial institutions and advisors continue to manage and grow their businesses in an efficient and compliant manner. 

BlueMind is not your traditional CRM but an Automated Compliance CRM with AI-Powered features and a built-in compliance companion tool. It revolutionizes the industry standard processes and enables advisors to make smart and effective recommendations in the client’s best interest.  As the name suggests, BlueMind will achieve clarity by removing the clutter, and simplifying procedures.  This will contribute to more revenue generating activities rather than spending time struggling with complex tools and software.

Advisors will love the comprehensive data compliance, documentation, clear transparency, enhanced security, and an inclusive dashboard for achieving goals.  We believe that our clients will appreciate the genuine conversations making them feel a part of the planning process. 

BlueMind is making this possible!

Our Values

Innovation is the heart of our company. BlueMind  is continuously innovating, improving and growing. We bring innovation to create positive impact in the industry.

Simplicity is our core. You can see simplicity everywhere in BlueMind. Our codes, language, message and interface are optimized for simplicity.

We believe transparency build trust and trust is the key of long-term relationship. Not only we have kept our system transparent but also made it BlueMind’s key feature.

We trust data never lies, so as us, because every action we take is data driven. At BlueMind every process and every change is based on data analysis.

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A Compliance Companion Tool For Financial Advisors


A Compliance Companion Tool For Financial Advisors

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