Frequently Asked Questions

Customer Support

You can contact us through live chat, social media, or email at

If you are not satisfied, you can cancel the subscription anytime without any penalty or extra charges.

We have self-help User Guides and Tutorials available for you to get onboard. Besides this, you can ask anything anytime, through our 24/7 live chat, social media or email.

Data & Security

Yes. BlueMind uses a third party company Stripe to process all credit card payments. We do not have access to your credit card information at any point. For more information about the security measures adopted by Stripe please visit

Yes. You can import data from any other CRM to BlueMind.

BlueMind runs on the state of the art Google Cloud platform due to its speed, reliability and multi-tiered security. Google’s platform uses several layers of encryption to protect our client’s data at rest. The encryption keys are also stored and distributed exclusively within Google’s Central Key Management Service for added security and redundancy. 

Note: To ensure industry compliance, all of our client’s data is stored within Google’s Canadian data centers.


Yes. You can customize your BlueMind profile in the Account Settings.

There is no limit. You can run unlimited recommendations every month.


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.

BlueMind is not a traditional CRM. BlueMind was built by a team of Certified Financial Planners who understand the pain points of the industry and developed this platform to address those problems.

BlueMind utilizes Artificial Intelligence to make accurate and efficient recommendations for clients and provide insight into client behavior. Beyond AI, BlueMind also provides the essential tools that you need, such as built-in compliance, needs analysis, document signature and business analytics, all in one package.

If you are not satisfied, you can cancel the subscription anytime without any penalty or extra charges.

We are actively developing and improving our platform and we plan to release an update every quarter. We will keep you updated about every release and scheduled maintenance in advance. 

We are currently working on it and will be launching these programs very soon. Follow us on social media, visit the website again or sign up to get updated.

Please contact us to have customized plan created according to your needs.

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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