Case Study: Blu Sky drives advisory efficiency and client loyalty with Futrli

Blu Sky boosts client retention and saves 75% of forecasting time with Futrli

Blu Sky, an accounting advisory firm, faced the challenge of needing its own unique software to maintain its innovative reputation and keep pace with client growth without investing the time and resources to build a platform from scratch. They turned to the vendor Futrli to implement its white-labeled advisory platform.

By white-labeling Futrli's platform and branding it as "Blu Prints," Blu Sky revolutionized its operations, making its firm unique in the local market. The solution resulted in improved customer retention, increased team positivity and unity, and the ability for junior staff to engage in high-value advisory services. Futrli provided Blu Sky with a cohesive, trusted platform that kept their brand front and center for clients.

Blu Sky