Financial

With an industry tenure of 30 years plus, BLUERUSH knows financial services. We have deep expertise in retail banking, deposits, loans & mortgages, investments as well as insurance. This knowledge has been leveraged by leading financial organisations for many of the most successful product launches. On the distribution side we maximize front-line effectiveness by enabling better leads and creating winning sales conversations. We equip bankers, advisors and agents with the content and tools they need deployed on traditional web, tablets and smartphones.

Over the years we have designed and developed hundreds of planning tools and calculators that reside on public sites, advisor login, and newer mobile devices for use in face to face meetings. Our tools & calculators include the following:

  • Retirement Income & Savings
  • Annuities Investments
  • Product /Asset Allocation
  • Mutual Funds and Investment Products
  • Tax and Succession Planning
  • Mortgage & Borrowing Products
  • Insurance: home, auto, life, disability, critical illness
  • High Net Worth Investing and Banking
  • Payment and Transactional Processing
  • Referral and Lead Generation for Financial Advisors
  • FINRA Compliance Knowledge

Training and Education are integral to any organization. With the use of interactive video & graphics, we develop award winning educational modules intended for both B2C and B2B marketplace to address: 

  • How to integrate products (new or existing) into the sales conversation
  • Convey complex details about new product offerings
  • CE Credit related materials
  • Illustrating complicated financial concepts

Trust in our experience and expertise. See the results we achieve for our top financial clients.