Establish an early warning system for your book of business, so you can get notified of important information automatically.
From prospect to long-term client, Blueleaf helps you grow and maintain the deep relationships your business relies on.
Capture prospective clients’ financial picture and goals and give them a clear look at the value you can bring.
Engage regularly with custom branded updates that keep your value top of mind.
Guide new clients through the setup process with automated and intelligent workflows.
Rest assured that any problems a client runs into in Blueleaf will be handled quickly and dutifully by the team best positioned to fix ‘em — ours.