Purpose
Bloks is an AI relationship intelligence platform for financial advisors, described by its official materials as an "Un-CRM" (anti-traditional CRM). A traditional CRM is a filing cabinet that users have to fill in themselves, whereas Bloks is positioned as self-populating and then going on to complete the follow-up work. It is aimed at financial advisors and their teams who want to reduce manual data entry and spend more time on client relationships.
Main Capabilities
According to official materials, Bloks can capture information from an advisory team's meetings, calls, emails, and documents, supplement it with information recorded by colleagues and from public sources about clients, and keep all of this automatically up to date. Officially listed capabilities include:
- Self-maintaining client profiles, with no manual entry required;
- Automatically prepared briefs before every meeting;
- Automatic meeting notes without a meeting bot joining, supporting Teams, Zoom, Meet, Webex, and in-person meetings;
- Automatic tracking of every commitment made;
- Automatically drafted follow-up content, including notes, summaries, and emails;
- Automatically completed forms based on what was discussed;
- KYP letters and compliance support, providing evidence rather than relying on recollection;
- Keeping existing CRMs up to date, with no re-entry required;
- Institution-level memory, recording what belongs to the entire practice rather than to whoever was present.
Official materials also mention that Bloks can be used on its own or run alongside and automatically stay in sync with CRMs such as Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, and Cloven.
How to Use
Official materials state that no setup and no training are required, with an optional dedicated team to guide users. Advisors using Bloks can connect meetings, calls, emails, and documents to the system, and Bloks handles filing, form completion, and follow-up in the background without placing a bot in meetings. Users can search for or ask about anything related to a client, such as changes to retirement plans, financial arrangements, family matters, and more.
Use Cases
It is mainly aimed at financial advisors and their assistant teams, especially advisory practices that want to reduce manual CRM maintenance, avoid missing commitments, and automatically prepare meeting materials and follow-up emails. Official materials cite usage feedback from multiple advisors and mention that typical users may therefore stop using separate AI note-taking tools, CRMs, task managers, and AI assistants.
Limitations and Compliance
Bloks is SOC 2 Type II certified, complies with PIPEDA and Quebec Law 25, and stores datain Canada, with data encrypted at rest and in transit, client data not used to train AI models, and separate authorization required for each client. Users can export client records individually or in bulk, saved in a format readable by other systems. Official materials emphasize that the data belongs to the user, regardless of whether they continue using the service.
Pricing
The officially published paid plans are: Bloks Companion at US$89 per advisor per month (billed annually); Bloks Un-CRM at US$149 per advisor per month (billed annually); assistant seats starting at US$69 per month (billed annually). A free trial is offered.
Background
Official materials state that its team has twenty years of experience building productivity software, having developed Tungle (later acquired by BlackBerry) and Foko (later part of WorkForce Software, now part of ADP), and having been an founder-in-residence at Mila, and selected for Canada's ALL IN top 100 AI and tech startups. Other details, such as specific integration configuration details, additional supported platforms, and compliance in regions outside Canada, are not yet provided in the materials.
