🐬🪽 Today, we pause to honor those who gave their all, a reminder of the strength, sacrifice, and resilience that allow us to build our dreams freely. Let’s carry their legacy forward by striving for a better, more united future each day. Lest we forget. 🌹 BlueMind App #RemembranceDay #LestWeForget
About us
The World's First AI-Powered Smart Digital Office for Financial Advisors.
- Website
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https://bluemind.app/
External link for BlueMind.App
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto
- Type
- Privately Held
- Founded
- 2020
Products
![Click here to view BlueMind]()
BlueMind
Financial Analytics Software
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.
Locations
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Primary
Get directions
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Toronto, CA
Employees at BlueMind.App
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Peter Duff
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Ray Adamson
Senior Business Leader and Strategic Advisor for InsurTech and FinTech Start-ups
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Akil (Ahilan) Balachandran
Transforming the Financial Advisory Landscape | Award-Winning Financial Planner | CEO & Founder | Speaker, Author, Business Coach | Serial…
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Danyal Effendi
Marketing Optimization & Automation | Increasing Business Growth; Enhancing User Experiences
Updates
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🌟 Ready to elevate your advisory practice to new heights?🌟 Attention: Financial, Insurance Advisors, MGAs, and Inv. Dealers. Join us for an exclusive opportunity to earn CE credits (Institute 1.0 and CIRO .75) while discovering how to future-proof your business and transform your approach with cutting-edge tech and powerful marketing strategies. 🚀 Work Smarter, Not Harder: Akil (Ahilan) Balachandran , CFP, CLU, CHS, EPC will be sharing insights on modern tech tools to revolutionize your workflow, save time, and enhance client experiences. 📈 4 Pillars of Financial Marketing: Angelina Hung, BA, CFP, CLU, CHS, EPC, a trailblazer in financial services, will reveal how to optimize your website, attract leads, master email marketing, and dominate social media. Two industry leaders, one unmissable event. Earn your CE credits while preparing your advisory for tomorrow. 🗓️ Nov 12 | 1-3 PM EST 👇 Link in the comment: Future-proof your practice today. Let’s grow together! 💡✨ #FinancialAdvisors #CECredits #FutureProof #AdvisorGrowth #TechInnovation #BlueMindApp #ModernAdvisors
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Transforming the Financial Advisory Landscape | Award-Winning Financial Planner | CEO & Founder | Speaker, Author, Business Coach | Serial entrepreneur
Getting ready for the Customplan Financial Advisors Inc. PD day with Mariia Sozoniuk. Always grateful for the opportunity to present and share our insights and knowledge with our advisor community. #BlueMind #seminar #financialadvisors
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BlueMind.App reposted this
I am leading GTM adventures in AI, Insurance and iBanking. Building new and marvelous cloud apps and systems to make customers, advisors and agents lives easier. AI ++
Way to go🤗 My Partner Co, BlueMind.App champs at York U Y-Space! Well done Akil (Ahilan) Balachandran ! #Winner 🏆 (Bluemind.app is situationally aware insurance and investment compliance excellence for financial services advisors who sell insurance in the other financial products... The Vertical CRM is a bonus!) #software
Here is to the successful completion of our 2024 Technology Accelerator Cohort! Last week, we celebrated the hard work and innovation of 13 startups, each showcasing their groundbreaking solutions and competing for up to $30K in cash prizes. 💰✨ After an exciting in-person pitch competition, congratulations to our top 3 winners! 🏆 1st Place: Migranium (Tope Ukaegbu and Zahra Islam) 🥈 2nd Place: BlueMind.App (Akil (Ahilan) Balachandran and Meena Visvalingam, EPC 🦋🪽) 🥉 3rd Place: Gibbly (Mallory Maynard) Plus, a special shoutout to SCOOTY (Yashin Shah and Shoaib Ahmed) for taking home the People's Choice Award! 👏 Congratulations to all 2024 Tech Accelerator Cohort (Anutio, BlueMind.App, Cozii Technologies, Crewscope, Eros Influencer Marketing, Gibbly, Haletale, Kiwi Charge, Loop Parking (Plug and Play S24 & FI F22), Migranium, Openroom, SCOOTY, Syzl) on the successful completion of the program! A huge shoutout to our sponsors City of Toronto, BDC, and a special thank you to Opilio Labs Inc. for sponsoring the People's Choice Award. 🙌 A heartfelt thank you to everyone who joined us to witness the future of tech innovation and to connect with industry leaders. Let’s keep cheering on our remarkable 2024 Tech Accelerator Cohort as they continue their journeys! 👉Learn more about the cohort and watch their pitches here: https://lnkd.in/etRrDf7z 👉Interested in joining our next cohort? Sign up for our waitlist: https://lnkd.in/dmPqiKUy #YSpace #YorkUniversity #YRTech #TechnologyAccelerator #Tech #TechStartups
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Here is to the successful completion of our 2024 Technology Accelerator Cohort! Last week, we celebrated the hard work and innovation of 13 startups, each showcasing their groundbreaking solutions and competing for up to $30K in cash prizes. 💰✨ After an exciting in-person pitch competition, congratulations to our top 3 winners! 🏆 1st Place: Migranium (Tope Ukaegbu and Zahra Islam) 🥈 2nd Place: BlueMind.App (Akil (Ahilan) Balachandran and Meena Visvalingam, EPC 🦋🪽) 🥉 3rd Place: Gibbly (Mallory Maynard) Plus, a special shoutout to SCOOTY (Yashin Shah and Shoaib Ahmed) for taking home the People's Choice Award! 👏 Congratulations to all 2024 Tech Accelerator Cohort (Anutio, BlueMind.App, Cozii Technologies, Crewscope, Eros Influencer Marketing, Gibbly, Haletale, Kiwi Charge, Loop Parking (Plug and Play S24 & FI F22), Migranium, Openroom, SCOOTY, Syzl) on the successful completion of the program! A huge shoutout to our sponsors City of Toronto, BDC, and a special thank you to Opilio Labs Inc. for sponsoring the People's Choice Award. 🙌 A heartfelt thank you to everyone who joined us to witness the future of tech innovation and to connect with industry leaders. Let’s keep cheering on our remarkable 2024 Tech Accelerator Cohort as they continue their journeys! 👉Learn more about the cohort and watch their pitches here: https://lnkd.in/etRrDf7z 👉Interested in joining our next cohort? Sign up for our waitlist: https://lnkd.in/dmPqiKUy #YSpace #YorkUniversity #YRTech #TechnologyAccelerator #Tech #TechStartups
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BlueMind.App reposted this
Transforming the Financial Advisory Landscape | Award-Winning Financial Planner | CEO & Founder | Speaker, Author, Business Coach | Serial entrepreneur
Last night marked an incredible milestone for BlueMind at the YSpace, York University Accelerator’s final demo day! Out of hundreds of startups that applied, we were thrilled to be among the 13 selected. And now, after a rigorous selection process, we are honored to share that BlueMind has been named #2! This achievement is a testament to the dedication and hard work of our team and the visionary direction we are pursuing. Compliance in financial advisory isn’t just a box to check; it’s a pivotal part of ensuring trust and integrity in the entire financial services ecosystem. By solving compliance challenges, we empower advisors and their firms to deliver better service and create a brighter future for all. A heartfelt thank you to YSpace for this incredible opportunity, to the mentors who guided us, and to everyone supporting us on this journey. Together, we’re making a lasting impact on the lives of millions by helping advisors navigate the complexities of compliance. Thank you!🙏 Thank you from bottom of my heart to my dear supporters and mentors Nafis Ahmed Alina Ali Stephanie Curcio Ashley Greene Galen Udell 🫶💙 #BlueMind #YSpaceAccelerator #FintechInnovation #ComplianceSolutions #AdvisorSuccess #FinancialServices #FintechStartup #StartupMilestone #InnovateFinance #TechForGood
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🐬🪽 ⏳📝 Looking back on last week at the Vegas Pro Seminar, **our founder and CEO** Akil (Ahilan) Balachandran is still energized by the incredible conversations and connections we shared. The thoughtful feedback and support from each of you have left a lasting impression. Seeing so many of you already embracing BlueMind reminds us of our shared mission: helping advisors save time, grow their business, and stay protected from compliance risks. We’re excited to continue this journey with you, helping to run more efficient and successful practices. Thank you Alex Nicholson EPC, President. CE for Advisors. Adam Wyrcimaga and Jim Ruta for your invite and continued support to BlueMind App 🙏 A heartfelt thank you to Ayal Alalouf from Foresters Financial & Canada Protection Plan, for hosting the beautiful lunch, and Sean Hume from iA Financial Group (Industrial Alliance) for hosting such a memorable dinner. These gatherings were a reminder of the strength in our collaboration and how far we can go when we come together. Let’s build on the momentum and keep moving forward! Special thanks to Shehnaz Hussain for your support and dedication towards BlueMind App and evangelizing its power 🫶🙏 #financialadvisors #memories #compliance #ai #conference2024
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BlueMind.App reposted this
Transforming the Financial Advisory Landscape | Award-Winning Financial Planner | CEO & Founder | Speaker, Author, Business Coach | Serial entrepreneur
⏳📝 Looking back on last week at the Vegas Pro Seminar, I’m still energized by the incredible conversations and connections we shared. The thoughtful feedback and support from each of you have left a lasting impression. Seeing so many of you already embracing BlueMind reminds me of our shared mission: helping advisors save time, grow their business, and stay protected from compliance risks. We’re excited to continue this journey with you, helping to run more efficient and successful practices. Thank you Alex Nicholson EPC, President. CE for Advisors. Adam wyrcimaga Jim Ruta FDFS for your support. “A heartfelt thank you to Ayal Alalouf from Foresters Financial & Canada Protection Plan, A Foresters Financial Company for the beautiful lunch, and Sean Hume from iA Financial Group (Industrial Alliance) for hosting such a memorable dinner. These gatherings were a reminder of the strength in our collaboration and how far we can go when we come together. Let’s build on the momentum and keep moving forward! Special thanks to Shehnaz Hussain for your support and dedication towards BlueMind App and evangelizing it power 🫶🙏 CC: Vincent Iozzo Bill Charles, CFP Joel Welch CFP, RRC Peter Wouters Monica Rehal Mark Halpern CFP, TEP, MFA-P Khalid Nazir David Chen Zain Jaffri Sara Noad Lisa Elle Sritharan Thurairajah .CLU,CHS Chandran Rasalingam, CLU, CHS Vince Evangelista #FinancialAdvisors #lasvegas #conference #complianceinsurance #digitaltransformation #AI
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Transforming the Financial Advisory Landscape | Award-Winning Financial Planner | CEO & Founder | Speaker, Author, Business Coach | Serial entrepreneur
What a Monday to remember! 🎉 I had an exciting photoshoot with the City of Markham’s Economic Development Department for a special upcoming project (keeping it under wraps for now 🤫). Huge thank you to the City of Markham for the opportunity! On top of that, I’m thrilled to share that BlueMind has been selected as one of YSpace York University Top 5 Tech Innovators for 2024! Today, we delivered our final pitch ahead of the upcoming Accelerator Demo Day—fingers crossed for the big day ahead! I’m beyond excited for the impact BlueMind.App is making in helping financial advisors revolutionize practice management and streamline compliance, while empowering them to grow their businesses and focus on what truly matters: client-centric advice. It’s incredible to reflect on how far we’ve come, and this journey keeps getting better. A huge thank you to our amazing team, clients, and advisors—this wouldn’t be possible without your support! Let’s keep going! 🚀 #memories #Top5 #innovators #gratitude #community #FinancialAdvisors
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🐬🪽 One more day! **Excited to announce that our CEO, Akil Balachandran, will be speaking at the 23rd Annual National Advisor Conference in Las Vegas!** Join him for the **keynote and hands-on workshop**, where he'll be diving deep into the future of financial advising—exploring digital transformation, paperless workflows, and automation for compliance. As financial advisors, we're constantly adapting to change, and it's time to embrace solutions that save time, boost productivity, and keep us compliant. Akil will be sharing how we can elevate client experiences while future-proofing our businesses. Looking forward to connecting with passionate leaders and advisors, and helping transform the way we work in this fast-paced industry! Learn more about the event and join us: Event Link 🖇️👉🏼 https://lnkd.in/g2zvXt6d #DigitalTransformation #FinancialAdvisors #ComplianceAutomation #FutureOfFinance #VegasKeynote #BlueMindApp
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