Bloks

Bloks positions itself as an alternative to traditional CRMs for financial advisors. Rather than requiring advisors to fill in records, it captures information from meetings, calls, emails, documents, calendars, tasks, colleagues and public sources, and builds a self-maintaining profile per client. It takes meeting notes without a bot joining the call, drafts follow-ups and summaries, tracks commitments, prepares briefs before meetings, fills out forms such as KYP letters from what was said, and can keep an existing CRM updated. The page states SOC 2 Type II certification, PIPEDA and Quebec Law 25 compliance, Canadian data residency, that client data is never used to train AI models, and that users can export their client records in a readable format. Bloks states it integrates with Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, Cloven and Zoho CRM, and offers onboarding with a named person.

Key features

• Self-maintaining client profiles built from meetings, calls, emails, documents, calendar and tasks
• Meeting notes recorded without a bot joining the call, on Teams, Zoom, Meet and Webex, and in person
• Pre-meeting briefs
• Commitment and follow-up tracking
• Follow-up email and summary drafting
• Form filling from what was said, including KYP letters and compliance evidence
• Keeps connected CRMs updated automatically
• Natural language questions about clients and past agreements
• Integrations with Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, Cloven and Zoho CRM
• Per-client consent and practice-only access to data
• Export of client records in a readable format
• Onboarding session and named support contact

Best suited for

• Financial advisors and planners
• Advisory practices with teams of advisors and assistants
• Practices looking to reduce CRM data entry and meeting admin
• Firms requiring Canadian data residency and PIPEDA or Law 25 compliance

Pricing

$89 per advisor per month billed annually for Bloks Companion and $149 for Bloks Un-CRM, with assistant seats from $69 a month billed annually. It starts with a free trial.