Bloks

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Bloks is an Un-CRM tool for financial advisors that automates client interaction capture and profile building. It provides AI-generated meeting notes and pre-meeting briefs, giving advisors a full day back each week.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Skill level

Non-technical

About

What is Bloks?

Bloks is an innovative 'Un-CRM' designed specifically for financial advisors, aiming to reduce administrative burden and enhance client interactions. It automatically captures meetings, calls, and emails in the background, building and updating rich client profiles without manual data entry. The tool generates compliant, structured AI meeting notes, tracks commitments, and provides smart pre-meeting briefs to ensure advisors are always prepared. Bloks also facilitates document creation, such as KYP and compliance documents, directly from conversations. It works standalone or integrates with existing CRMs, offering a seamless workflow that ensures 100% documentation with zero extra effort, making exceptional service repeatable and scalable across teams.

Best used for

Ideal for financial advisors who need to automate client interaction capture, generate compliant meeting notes, and prepare efficiently for client meetings. Especially valuable for teams seeking to improve consistency, compliance, and efficiency in client relationship management without manual data entry.

Common actions

automate client management

generate meeting notes

prepare for meetings

track client commitments

create compliance documents

advanced license managementdynamic meeting summariesproductivityintegrationsmulti-language transcriptionspersonalized daily briefings

Capabilities

Key features

AI meeting notes
Self-updating client profiles
Smart pre-meeting briefs
Generate KYP documents
CRM synchronization
Automated task tracking
Team collaboration

Target Audience

financial advisorsmall business owner

Integrations

Not yet documented

Pricing & Plans

Paid · Enterprise

Bloks Free

FAQs

What is the 'Un-CRM' approach of Bloks?

Bloks' 'Un-CRM' approach means it works in the background to automatically capture interactions like meetings, calls, and emails, building client profiles without requiring manual data entry or configuration. Unlike traditional CRMs that demand constant input, Bloks gives time back to advisors by automating administrative tasks.

Does Bloks use client data for AI training?

No, Bloks explicitly states that client data is never used for AI training. It is SOC 2 Type II Certified, end-to-end encrypted, and offers flexible client consent, ensuring data privacy and security for financial advisors and their clients.

What are the pricing plans for Bloks?

Bloks offers an 'Advisor' license at $89/month (billed annually) and an 'Operational Support Assistant' add-on for $69/month (billed annually). For teams of 20+, there is an 'Institutional Grade Enterprise' plan with custom pricing, offering centralized admin and audit trails.

How does Bloks ensure compliance and data sovereignty?

Bloks is built with a privacy-first architecture, adhering to SOC2 and regulatory compliance standards. It ensures data sovereignty by allowing users to retain 100% ownership of their data, providing tools for managing access, retention, and deletion at scale, with Canadian data residency.

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