CRM for Financial Advisors

A CRM for Financial Advisors

An AI-Powered CRM for Financial Advisors, with All-in-One built-in tools for compliance, transparency & client relationships.

CRM For Financial Advisors A Smart Digital Office

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.

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.

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.

Advisor Testimonials

See what some Financial Advisors say about BlueMind after personally experiencing it.

Having one tool that tracks, documents and keeps my business compliant has not only been a time saver but has taken my business to the next level. The client portal feature is so convenient to share and maintain documents.

Shakisha Para

Senior Financial Consultant

I was looking for a tool to help me to be compliant, and I found it! Among other things, I really like the BlueMind features that remind me to take the extra measures I need to.

Mike Thomas

Senior Financial Advisor

BlueMind keeps me organized, allows me to track clients' interactions on day-to-day basis. It is more accessible and advisor-friendly, easy to navigate the client's record. This tool helps me a lot In terms of growing my business.

Liza Vistal

Financial Consultant

BlueMind App helps Financial Consultants to offer correct financial solutions to clients needs. It also helps in following industry compliance regulations efficiently. Good addition of AI powered Tool for financial advisors.