Bloks is an AI-powered Un-CRM designed specifically for financial, wealth, and insurance advisors. It automatically captures meetings, notes, and emails to manage client relationships and streamline advisory workflows without manual data entry.
Key Features
- Automated Interaction Capture: Automatically records and organizes notes from meetings, phone calls, emails, and web profiles without intrusive bots.
- Smart Client Profiles: Dynamically builds and updates rich client profiles from real interactions without manual form filling.
- Pre-Meeting Briefings: Delivers automated pre-meeting briefs with relevant client history and context right before scheduled calls.
- Task & Follow-up Tracking: Automatically identifies and tracks action items, commitments, and follow-ups across the entire advisory team.
- Natural Language Search: Enables advisors to query their entire book of business using plain language via "Ask Bloks".
- Enterprise-Grade Compliance: SOC 2 Type II certified, PIPEDA-compliant, features Canadian data residency, and offers end-to-end encryption.
Use Cases
- Time Savings for Advisors: Saves up to a full day per week on administrative work and manual CRM maintenance.
- Practice Management: Keeps entire financial advisory teams aligned with centralized, automatically updated client records.
- Client Meeting Preparation: Quickly brings advisors up to speed on past conversations, open tasks, and personal details prior to meetings.
