The Conversation (0)
BlueRush Powered Advisor Engagement Platform Launched By Carte Wealth Management
Jul. 17, 2018 09:07AM PST
Data InvestingBlueRush (TSXV:BTV), a company that is engaged in the online video market through its platform IndiVideo announced that Carte Wealth Management has launched their instance of BlueRush’s DigitalReach. The company focuses on delivering measurable value to the financial services vertical in areas such as mortage, loan and credit card origination. As quoted in the press …
BlueRush (TSXV:BTV), a company that is engaged in the online video market through its platform IndiVideo announced that Carte Wealth Management has launched their instance of BlueRush’s DigitalReach.
The company focuses on delivering measurable value to the financial services vertical in areas such as mortage, loan and credit card origination.
As quoted in the press release:
As an industry leader in digital innovation, Carte Wealth provides a suite of digital tools to help their advisors achieve marketplace excellence. DigitalReach becomes an important addition to Carte Wealth’s robust advisor tech stack – providing crucial technical infrastructure for their content engagement program, and their corporate-wide initiative to consistently provide value and education to all clients.
Kirk Purai, President of Carte Wealth, affirms, “We employ the best financial advisors in the region to service our clients. It’s important to us that we support our advisors with the right tools and technology to empower their work and their ability to efficiently and effectively cater to their clients. Our clients’ success is our top priority and we can only satisfy that need with powerful advisor tools like DigitalReach.”
About the platform, BlueRush President Larry Lubin attests, “DigitalReach is the perfect content and client communication extension for advisors. Since digital is the new bridge between advisors and clients, we’ve ensured our platform is easy to use and assists advisors in growing their business. We’re seeing rising adoption of the platform because DigitalReach is an all-inclusive solution that meets the needs of today’s innovative financial advisors.”
As part of an ongoing growth plan, BlueRush is happy to announce this launch as the latest in a stream of enterprise-level SaaS deals. BlueRush CEO Steve Taylor notes, “As a fast-growing SaaS company, this launch is critically important for us in growing our SaaS-subscribed user base for the DigitalReach platform. Carte Wealth’s suite of advisor tools is made stronger with DigitalReach, and we are pleased with this addition of a premier SaaS client. We are excited to see how Carte Wealth leverages the power of the platform to engage current and prospective clients.”