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CRM2 Navigator

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806 Gordon Street
Guelph, Ontario - N1G1Y7 Canada
Phone: 5192651532
CRM2 Navigator

Blue ID helps financial firms smoothly navigate the transparency of investment fees and performance reporting. We specialize in regulatory document design, advisor training, and investor research. Our CRM2 Navigator services and elearning platform helps advisors communicate their value, enhance the client experience and build business. Blue ID transforms regulatory documents into powerful communications and trains financial advisors to have effective client conversations.

Blue ID a Finalist for Outstanding Service Provider of the Year Award for CRM2 Navigator Programs

"We're honoured to be recognized for our extensive and ongoing support of the financial services industry through the implementation of the CRM2 regulations," says Dave Carr-Pries, President of Blue ID."The transparency around investor fee and performance information, as required by…


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