Bloks
Bloks is a comprehensive AI-powered tool designed to enhance professional interactions and meetings by ensuring users are well-prepared and never miss important...
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What is Bloks?
Bloks is the Un-CRM for financial advisors and client-focused teams, offering AI-powered Relationship Intelligence that automatically captures insights from meetings, emails, and documents without requiring bots on calls. The platform builds and maintains smart client profiles that update themselves, generates AI meeting notes with zero friction, tracks follow-ups from conversation to completion, and allows users to query their entire book of business in plain language through Ask Bloks.
Key features include comprehensive Meeting Intelligence with pre-meeting briefs, dynamic people briefs, live company snapshots, automatic capture across virtual and in-person meetings, accurate real-time notes, full transcripts, multiple summary versions, automatic task generation, and meeting coaching. The platform also offers workflow management, client-ready document creation (including KYP letters), team intelligence with shared knowledge, and trust/compliance features including SOC 2 Type II certification.
Bloks is specifically built for financial professionals, investment professionals, financial advisors, and client-focused teams who need to maintain high-trust relationships while eliminating manual note-taking and CRM maintenance. It works standalone or syncs directly with CRMs including Salesforce, Wealthbox, Equisoft, and HubSpot, requiring no setup, training, or maintenance from users.
Bloks pricing
Pricing model: Free
Bloks offers two main plans: Advisor plan at $89/month ($1,068 billed annually with 25% savings) and Assistant plan at $69/month ($828 annually with 22% savings) which is an add-on for assistant users. The pricing includes unlimited pre-meeting briefs, unlimited meeting summaries, unlimited Ask Bloks credits, consolidated billing and admin, detailed company templates and data extraction, document analysis and custom insights, and export capabilities to CRM. The platform emphasizes it saves advisors a full day back every week.
Bloks pros
- No bots required on calls for meeting capture
- Zero friction automatic capture across all meeting types
- No setup, no training, no maintenance required
- Smart profiles that build and update themselves automatically
- AI meeting notes ready when meeting ends
- Automatic follow-up and task tracking across teams
- Ask Bloks queries entire book in plain language
- KYP and compliance docs generated from conversations
- Pre-meeting briefs with past interactions and insights
- Works with Zoom, Teams, Meets, Webex, and in-person meetings
- Full transcripts and audio playback available
- Multiple summary versions from single meeting
- Meeting coaching after every interaction
- SOC 2 Type II Certified security
- Data never used for AI training
- Flexible client consent workflows
- Canadian Data Residency option
- End-to-end encryption for data protection
- Syncs with Salesforce, Wealthbox, Equisoft, HubSpot
- Team-wide shared knowledge base that stays current
Bloks cons
- Only available for Mac and Windows desktop first
- Mobile iOS and Android require desktop account setup first
- Pricing starts at $89/month which may be expensive for individuals
- Built specifically for financial professionals, not general use
- Requires creating desktop account before mobile access
- No standalone free forever plan mentioned on site
- Assistant plan at $69/month is additional cost for team help
- CRM integration requires separate CRM subscription
- May have limited customization for non-financial workflows
- Data residency options limited to Canada, US, Europe only
Frequently asked questions about Bloks
What is Bloks and how does it differ from a regular CRM?
Bloks is the Un-CRM for advisors. Unlike traditional CRMs that take time and require manual data entry, Bloks gives users a full day back every week by automatically capturing every meeting, call, and email to build records, update profiles, and track commitments without any configuration, data entry, or new habits to build. It works standalone or syncs directly with your CRM while updating itself.
Do I need to have bots on my calls for Bloks to work?
No, Bloks works with zero bots and zero friction. It automatically captures conversations across virtual platforms (Zoom, Teams, Meets, Webex), in-person meetings, and mobile calls without requiring any bots to join your meetings. This ensures compliant, structured notes ready when the meeting ends without adding friction to your workflow.
How does Bloks handle client profiles and when are they updated?
Bloks creates Smart Profiles that build and update themselves automatically from your interactions. Every email, meeting, call, and document builds a complete, up-to-date view of your relationships. Key data and activities are captured automatically without manual updates, keeping profiles accurate. Profiles are also enhanced with public data for a deeper view of every person and company.
What meeting platforms does Bloks support?
Bloks works seamlessly across Zoom, Teams, Google Meets, and Webex for virtual meetings, plus in-person meetings and mobile calls. It captures every conversation from any of these platforms without requiring bots, ensuring accurate real-time notes and full transcripts regardless of where your meeting takes place.
Can I ask Bloks questions about my entire book of business?
Yes, Ask Bloks allows you to query your entire book of business in plain language. You can ask anything about meetings, contacts, or your network and get instant, source-backed answers drawn from every meeting, email, and note across your whole practice. You can find specific details like 'What's the name of his dog?' in seconds, draft emails grounded in conversation history, and analyze patterns across clients.
Is Bloks secure and compliant for financial professionals?
Bloks is SOC 2 Type II Certified, independently audited to meet rigorous security, availability, and confidentiality standards. It uses end-to-end encryption (TLS 1.2+ for data in transit, AES-256 for data at rest), offers flexible client consent workflows, ensures data is never used to train AI models, supports retention policies and audit trails, and provides data residency options in Canada, US, and Europe to meet regulatory requirements.
Does Bloks integrate with existing CRMs?
Yes, Bloks works standalone or syncs directly with your CRM including Salesforce, Wealthbox, Equisoft, HubSpot, and more. It extracts key data from conversations and structures it to update client profiles, keeping your CRM current without manual entry. With integrations, insights sync to CRM in seconds, turning every conversation into structured data, tasks, and next-steps your whole team can trust.
What happens after a meeting ends with Bloks?
After every meeting, Bloks captures everything with full transcripts and audio playback accessible anytime. It generates summaries for every need (detailed internal notes, client-ready summaries), automatically creates tasks and follow-ups so nothing gets missed, extracts key data to update client profiles, and provides meeting coaching highlighting where you can improve to drive better outcomes.
How does Bloks help teams work together on client relationships?
Bloks serves as the Un-CRM for entire practices by creating one team brain with no silos. Every interaction becomes shared intelligence keeping profiles and knowledge always up to date. Tasks and follow-ups are visible and coordinated across the team so nothing falls through. Assistants are fully empowered to enrich briefs, coordinate follow-ups, and update CRM without chasing. The platform standardizes capture and organization with shared templates for consistent workflows.
Do I own my data and can control who accesses it?
Yes, you own your data completely. It is encrypted at rest and in transit using industry-leading security standards. Your client conversations never leave your control, and data is never used to train AI models. You stay in full control with data that is private, never shared, and only your organization can access it. Bloks offers granular team access controls for secure internal workflows and retention policies with complete audit trail visibility.