Learn about us and our journey from simple beginnings to leaders in the fintech space. We have a strong corporate identity that grounds us as we grow.
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.
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…
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!
A MaRS Discovery District-backed venture
MaRS Discovery District is a not-for-profit corporation founded in Toronto, Ontario.
All staff live and work within Canada. All development work takes place within Canada.
Not every task supports your numbers directly. Sometimes we have to support someone else. We are strongest when our work supports each other’s success.
Be clear and open with your work both among our team and to our clients.
Begin with the end in mind. Take deliberate actions and be mindful of possible outcomes.
In your area of expertise, strive for excellence. We aren’t perfect but we aim to be 1% better every day.
Be excited to learn new things. New challenges are chances to grow and expand our abilities.
Failure is a part of life. We embrace failure as an opportunity to learn new things and get 1% better.
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