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.
BlueMind is a brainchild of LifePlan Investments Fintech innovation team that was built exclusively for their advisors before COVID. Akil Balachandran, an award winning leader and Certified Financial Planner himself, decided to implement the opportunity that would help advisors. BlueMind has been launched globally as a Smart Digital Office to help financial institutions and advisors continue to manage and grow their businesses in an efficient and compliant manner.
He realized that most of the 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 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 revolutionizes the industry standard processes, and enable 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!