Bloks - True Intelligence

Bloks is an AI-powered CRM alternative designed for financial advisors, automating client record-keeping and meeting preparation. It captures interactions to build profiles, generate notes, and track commitments, giving advisors a full day back each week.

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At a glance

Pricing

Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is Bloks - True intelligence?

Bloks is an innovative 'Un-CRM' solution specifically tailored for financial advisors, aiming to reduce administrative burden and enhance client interactions. It automatically captures details from meetings, calls, and emails, building rich client profiles without manual data entry. The platform generates compliant AI meeting notes, tracks follow-ups, and provides smart pre-meeting briefs to ensure advisors are always prepared. Bloks also supports document creation, such as KYPs, and allows users to query their entire client book in plain language. Designed for teams, it ensures consistency and efficiency across an organization, with all data end-to-end encrypted and SOC 2 Type II Certified, ensuring data privacy and compliance.

Best used for

Ideal for financial advisors and their teams who need to automate client record-keeping, generate compliant meeting notes, and prepare efficiently for client interactions. Especially valuable for reducing administrative overhead and ensuring consistent, high-quality client service across an entire practice.

Common actions

automate CRM tasks

generate meeting notes

manage client profiles

prepare for meetings

track client commitments

ensure compliance

mobile_appios

Capabilities

Key features

AI meeting notes
Self-updating client profiles
Pre-meeting briefs
Generate KYP documents
CRM synchronization
Track follow-ups
Query client data

Target Audience

Sales professionalsconsultantsentrepreneursbusiness development managersaccount managers

Integrations

crm

Pricing & Plans

Paid · Enterprise

Free

FAQs

What is the difference between the Advisor and Operational Support Assistant licenses?

The Advisor license provides core features like AI meeting notes, self-updating profiles, and document generation for primary users. The Operational Support Assistant is an add-on for license holders, focusing on enriching pre-meeting briefs, coordinating follow-ups, and maintaining profiles and CRM data.

Does Bloks integrate with existing CRM systems?

Yes, Bloks is designed to work standalone or sync directly with your existing CRM. It can update your CRM automatically, ensuring your records are current without requiring manual data entry from you.

Is Bloks compliant with data security and privacy regulations?

Bloks is SOC 2 Type II Certified and built with a privacy-first architecture. It ensures end-to-end encryption, and your data is never used for AI training. It also offers flexible client consent and Canadian Data Residency for PIPEDA compliance.

Can I try Bloks before committing to a paid plan?

Yes, Bloks offers a free trial that includes every feature with zero restrictions. This allows you to experience the full power of the platform and see its value across your workflow before subscribing.

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