Description
Bloks is an AI-powered platform for financial advisors that positions itself as the "Un-CRM." Instead of demanding constant manual input, it captures client meetings, structures the information, updates profiles, and tracks follow-ups automatically, so advisors can focus on people rather than paperwork. The company says it gives advisors back a full day every week and requires no setup or training.
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The product handles work before, during, and after meetings: it prepares pre-meeting briefs, produces AI meeting notes, builds and continuously updates smart client profiles, and generates and tracks tasks, commitments, coaching notes, and next steps across an entire team. An "Ask Bloks" feature lets advisors query their whole book of business, and the system becomes more useful with every conversation. Bloks works standalone or syncs with CRMs such as Salesforce, Wealthbox, Equisoft, and HubSpot.
Bloks is built for regulated industries, designed to meet compliance requirements in Canada and the U.S. It is SOC 2 Type II certified, encrypts data at rest and in transit, offers flexible client consent workflows, supports retention policies, audit trails, and data residency, and states that client conversations are never used to train AI models and remain the advisor's own. Advisor plans start at $89/month with a 14-day free trial.
- CategoryAI CRM Tools
- Pricing ModelPaid
- DeploymentCloud
- PlatformsWeb
Bloks's Core Features
Automatic meeting capture with AI meeting notes
Pre-meeting briefs to prepare for client conversations
Smart client profiles built and updated automatically
Automatic follow-up, task, and commitment tracking
Ask Bloks to query your entire book of business
Syncs with Salesforce, Wealthbox, Equisoft, and HubSpot
Compliance-focused with consent workflows and audit trails
SOC 2 Type II certified with encryption and data residency
How to use Bloks?
Start a trial: Sign up for the 14-day free trial with no setup or training required.
Capture meetings: Let Bloks record and structure your client meetings automatically.
Review briefs and notes: Use pre-meeting briefs to prepare and AI notes to document each conversation.
Let profiles update: Watch client profiles stay current without manual data entry.
Act on follow-ups: Track automatically generated tasks, commitments, and next steps across your team.
Bloks's Use Cases
- Compliant meeting notes
- Client profile upkeep
- Follow-up management
- Meeting preparation
- Book-of-business insights
