Automate your Business Process

  • Transform your business from manual to digital
  • Cut cost, save time and increase revenue
  • Stay on top of your business operations and compliance
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Differentiate your Agency; The Only Compliance Companion Tool & All-In-One CRM

Advance Analytics

BlueMind provides advanced analytics to manage your team’s activities as well as monitor business progress.

Predict Success & Avoid Risks

With BlueMind, you can manage to avoid compliance risks and predict revenue generation.

Cut Costs & Increase Revenue

BlueMind digitalizes your process and can easily cut your costs and increase revenue.

Mitigate Your Compliance and Business Risks

Artificial Intelligence

BlueMind’s proprietary Artificial Intelligence exposes compliance blind spots and acts as digital assistant to your compliance team.

Mitigate Risks

Minimize your compliance and business risks such as chargebacks, fraud cases and ever increasing regulatory requirements.

Compliance Supervision

Be a leader by increasing compliance supervision requirements. Together we can help your advisors to adopt BlueMind compliance companion tool.

Stay Ahead of the Industry with Advanced Technology

Easy to Use Platform

Easily navigate a simplified, centralized platform that monitors and predicts advisor performance, compliant processes and business analytics.

Automated Compliance

BlueMind’s AI technology create predictable, positive compliance results to keep you safe from financial and reputation risks.

Protect Your Advisors

Proactively protect your advisors and business at the time of audits by having all the notes, documentations etc. in place.

Save 70% of Advisor's Time

Let your Advisors focus more on client relation and business generation by eliminating manual tasks like data entry, file management and sharing. BlueMind gets things done with few simple clicks.

Data Entry
file folders
Auto Document Management
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Easy & Quick
File Sharing

Client Testimonials

We are fortunate enough that some of industry's influential profiles have seen, tested and start using BlueMind and have positive feedback for us.

Start Your FREE Consultation Today!

Discuss your current digitalization status and see how BlueMind can help you.
Click below to book a consultation BlueMind Specialist now.

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An Automated Compliance CRM For Financial Advisors


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A Compliance Companion Tool For Financial Advisors


A Compliance Companion Tool For Financial Advisors

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