Cloven
HQ Address
Unit 376 – 2255B Queen Street East, Toronto, ON M4E1G3, Canada
Website Address
Business introduction
Simplify your client interactions with an easy-to-use CRM
With Cloven, CRM for Financial Advisors, create comprehensive client profiles in a centralize hub, use pre-built reporting and automations to follow up on key dates, and simplify your software stack with Cloven’s productivity suite
The years of learning
Back in 2013, Massimo started the CRM consulting firm, BluRoot. He worked with SMBs to meet their specific CRM requirements. During this time he worked with financial advisors and insurance brokers who achieved great success with their custom CRM solution. Based on this success, the idea was born to build something for the broader market.
During this time, a similar phenomenon was happening among mortgage brokers Massimo was working with.
This model works
In 2018, Tom joined the firm. Through the lessons that BluRoot had learned over the years, he focused on building out-of-the-box, industry-specific solutions.
He started with mortgage brokers, and from this, BluMortgage was born. BluMortgage is now the #1 CRM in Canada for mortgage brokers.
But the opportunity for financial advisors still lingered…
Seize the opportunity
Based on the huge success of BluMortgage, and the persistent demand for a better CRM for Financial Advisors, it was time to attack the market with full force. This was the inception of Cloven.
Cloven has grown incredibly quick- shaking the “status quo” for Financial Advisor CRMs.
With strong industry ties, and tremendous support from our clients, the sky is truly the limit for Cloven!
Cloven Solutions
BlueSun Advisor
How to get all my clients and policies into my CRM? Name, email, phone number, address for Contacts Policy number, premium, carrier, effective date for Policies Auto-deduplication of Contacts Under 5 minutes to complete end-to-end Use the CRM used by top advisors in Canada With the Cloven’s BlueSun Advisor import widget, have confidence that your book......
business needs
Hey Advisor
How can I interact and build trust with my top clients? Boilerplate “financial tips” content is too generic Even with good content, it’s time-consuming to share with clients Automation tools require yet another subscription Nothing integrates to understand client engagement Sound familiar? If so, you’re not alone. With Cloven’s collaboration with HeyAdvisor, easily share branded content......
business needs
NDEX Systems
Can I see my clients’ investments in my CRM? Book Value, Market Value and Cash Balance by Account Account Type (TFSA, RRSP, etc.) to calculate balances Auto-link and de-duplication of related Contacts Automatically updated on a daily basis Use the CRM used by top advisors in Canada With the Cloven’s NDEX Systems integration, drive efficiency in......
business needs
SideDrawer
How do I securely exchange documents from my CRM? Sending docs by email is insecure and prone to mistakes I don’t want to re-request docs I’ve already received I want to automate this as part of my onboarding process I don’t want to switch screens/tabs to accomplish this Use the integration relied on by top......
