HOW WE OPERATE

Great implementation requires two things: creative vision and operational discipline that delivers.

We built Blue Lion with both.

Built on Y Combinator-backed technology platform. Not generic AI retrofitted with security features.

Zero Data Retention

Your client data never becomes training data.

• Processed in milliseconds, then deleted

• Contractually guaranteed with AI providers

• Private open-source model deployment available

• No client PII stored on provider systems

Security Certifications

Independent verification, not just promises

• SOC 2 Type II certified

• GDPR compliant

• CCPA compliant

• AES-256 encryption at rest

• TLS 1.3 encryption in transit

Built for Your Stack

Integrates with tools you already use

• CRMs: Salesforce, Wealthbox, Redtail, Orion

• Planning: eMoney, RightCapital, MoneyGuidePro

• Communication: Zoom, Teams, Gmail, Outlook

• Complete audit trails on every integration

Designed for Firms That Answer to Regulators