BluRoot
Curated by SignalCRM banking solutions enhancing customer relationships in financial services.
Overview
BluRoot focuses on CRM banking solutions designed for the mortgage, financial advisory, and insurance industries. The company utilizes big data and artificial intelligence in its platforms, such as BluMortgage and Financial Advisor CRM, to assist financial institutions in improving customer relationships through tailored communication and service offerings. BluRoot targets businesses in the financial services sector and distributes its products as a Zoho Premium Partner through Zoho One. The company aims to address inefficiencies and growth challenges in these sectors by offering tools for managing customer feedback, automating marketing campaigns, and optimizing engagement strategies. This methodology is intended to help banks and advisors understand customer behavior, which may contribute to improved retention and the development of long-term relationships.
Key facts
- Founded
- 2013
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Banking Technology
Business model
- GTM channel
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- 2 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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