Bloks
Bloks is an AI-powered client intelligence platform for financial and insurance advisors that automatically captures client information from meetings, emails, calls, and documents into self-maintaining profiles. The platform generates meeting briefs, logs notes and commitments, drafts follow-up emails and compliance forms, and syncs with existing CRMs like Wealthbox, Salesforce, Redtail, and Equisoft. It also provides Team Intelligence features with shared client records and role-based permissions for advisory practices.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial advisors spend hours each week on administrative tasks like taking meeting notes, updating client files, writing follow-ups, and filling out forms—work that creates no value for clients but consumes evenings and attention. Critical client context is often scattered across inboxes, notebooks, and individual memories, leading to unowned commitments, knowledge loss when staff leave, and fragmented client communication.
Solution
Bloks is an AI-powered client intelligence platform that automatically captures and organizes client information from meetings, emails, documents, and public sources into self-maintaining profiles. The platform listens to meetings without any bot in the room, generates meeting briefs before every client interaction, logs notes and commitments when calls end, and drafts follow-up emails and compliance forms from what was said. Bloks syncs with existing CRMs like Wealthbox, Salesforce, Redtail, and Equisoft, while also serving as a standalone system with shared team records, role-based permissions, and institutional memory that belongs to the practice rather than any individual advisor.
Target Audience
Primary customers are independent financial and insurance advisors, portfolio managers, and advisory practices or networks that need to streamline client relationship administration while maintaining compliance and institutional knowledge.
Features
- Automatic capture from meetings, calls, emails, documents, and calendar events with no meeting bot or manual data entry
- Self-maintaining client profiles enriched with public information from LinkedIn, websites, and news
- AI-generated meeting briefs, notes, follow-up drafts, and insurance or KYC forms prefilled from client data
- Commitment tracking that converts spoken promises into assigned tasks with owners and due dates
- Team Intelligence feature providing shared client records, assistant licences, and role-based permissions across advisory practices
- Two-way synchronization with Wealthbox, Salesforce, Redtail, and Equisoft with twelve months of email, calendar, and contact history read at connection
- Ask Bloks natural-language query feature that answers from the practice's own client book with source citations
- Canadian data residency, SOC 2 Type II certification, PIPEDA and Law 25 compliance, and AI never trained on client data