Bloks

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.

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.

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?

1. 1

   Start a trial: Sign up for the 14-day free trial with no setup or training required.

2. 2

   Capture meetings: Let Bloks record and structure your client meetings automatically.

3. 3

   Review briefs and notes: Use pre-meeting briefs to prepare and AI notes to document each conversation.

4. 4

   Let profiles update: Watch client profiles stay current without manual data entry.

5. 5

   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

FAQ from Bloks

• Who is Bloks built for?

  Bloks is designed for wealth and insurance advisors and their teams in regulated industries, with compliance requirements met for Canada and the U.S.

• What is the "Un-CRM"?

  Rather than requiring constant manual input, Bloks captures meetings, structures the information, updates profiles, and tracks follow-ups automatically, so it feeds itself instead of waiting to be fed.

• Does Bloks work with my existing CRM?

  Yes. Bloks works standalone or syncs with CRMs including Salesforce, Wealthbox, Equisoft, and HubSpot.

• Is my client data used to train AI?

  No. Client conversations and relationship data are never used to train AI models and remain exclusively yours.

• Is Bloks compliant and secure?

  Bloks is SOC 2 Type II certified, encrypts data at rest and in transit, and offers consent workflows, retention policies, audit trails, and data residency options.

• How much does Bloks cost?

  Advisor plans start at $89/month (with annual savings), there is an Assistant plan at $69/month, and a 14-day free trial is available in CAD or USD.