Biography
Massimo had always been passionate about using technology to solve problems, and this passion led him to start Bluroot – a top CRM consulting company in Canada.
As a consultant, Massimo worked with top financial advisors and wealth teams in Canada. Based on their common problems, the idea for Cloven, a CRM for Canadian financial advisors was born.
Since then, Massimo has led Cloven’s explosive growth, and has become a contributor to the Financial Advisory community through his involvement in Advocis’ TIC, and his popular channel @MassLovesCRM.