Your CRM takes: your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could, making each person feel like your only client.
SOC 2 Type II certified. Data never used for AI training. Flexible client consent. Canadian Data Residency.
Trusted by top-performing financial advisors
Works on its own, or operates with your CRM
What a CRM for financial advisors never did
Stop working for your CRM
You were never hired to feed a system. Every CRM manual data entry is a decision to spend relationship time on paperwork instead, and those hours come out of your evenings and weekends. So Bloks feeds itself, and this is what disappears from your week.
That's the work. Bloks does it.
AI Meeting Notes
AI Meeting Notes produce compliant, structured notes ready the moment a client meeting ends. No bots joining the call. Zero friction.
The meeting notes are not a transcript dump. They are organized around what a wealth advisor actually needs to act on: decisions made, commitments given, context worth remembering. That is the difference between recording a conversation and understanding it, and it is why note-taking quality drives every downstream workflow. Advisors who automate their documentation stop losing the hour that used to follow every meeting.
Smart Client Profiles
Smart Profiles build and update themselves from your interactions. No fields, no forms, no quarterly clean-up project.
Bloks structures rich client profiles automatically from client meetings, calls, emails, notes, LinkedIn profiles, and company websites. Life events, family milestones, preferences, and financial goals are captured as they come up rather than reconstructed later from memory. Client intelligence like this is what saves time on every subsequent meeting. This is the competitive edge CRMs forgot: a living record instead of a static one.
Financial Compliance
Document Creation generates KYP letters and compliance documentation directly from your conversations. The record is consistent because it comes from the same source every time.
Inconsistent documentation is a compliance risk long before it is an audit finding. Pulling KYC and client data into one current picture, as covered in unifying KYC and CRM, keeps the paperwork defensible without adding steps.
Client Follow-Ups
Follow-ups run from conversation to completion, tracked across your entire team. A commitment made in a meeting becomes a task, an email draft, and a document sent, without anyone writing it down.
Meeting Coaching sits alongside this, scoring each conversation and offering personalized feedback. It is coaching, framed for the advisor's own development, never surveillance.
Pre-Meeting Briefs and Discovery Meeting Prep
Pre-Meeting Briefs mean you walk in prepared without preparing. Context is ready before you open your calendar: what was discussed, what is unresolved, what changed since last time.
For a discovery meeting, that context comes from emails, documentation, and your team's shared history rather than a blank form. Bloks connects the dots and surfaces what matters most. Good meeting prep automation is invisible; you simply arrive already knowing.
Ask Bloks: A Virtual Assistant for Financial Advisors
Ask Bloks lets you query your entire book in plain language. One way in: just ask.
As an AI assistant for financial advisors, it answers from your own client histories rather than the open internet. Which clients mentioned a property purchase this year? Who has an unresolved commitment from last quarter? Using conversational AI turns a book of business you half-remember into one you can actually interrogate.
This is what we mean by Un-CRM
No Setup, No Training, and Never on Your Own
With Bloks, every meeting, call, and email is captured automatically, building your records, updating your profiles, tracking your commitments. No configuration. No data entry. No new habits to build. Works standalone, or syncs directly with your CRM.
And if new technology, especially AI, feels like a big step, you will not take it alone. A dedicated Bloks team will walk you through it live, at your pace, from your first meeting to your whole practice.
You will probably never need us. We are here anyway.
How it works
Un-CRM in four steps.
You work, Bloks handles the rest.
Book a 15-Minute Demo of Our AI Tool for Finance and Wealth Management
End-to-end encrypted, and you own your data. Fifteen minutes is enough to see Bloks running against your own workflows.
Book a DemoCRM Sync and Integrations
Bloks works on its own or alongside the CRM you already use, whether that’s Salesforce, Wealthbox, Equisoft, Laylah, or HubSpot, and keeps it up to date automatically. Start with both. Bloks keeps your CRM current from your meetings, calls, and emails, with no data entry, no migration project, and no big-bang decision.
Then something subtle happens: you stop opening it. You don’t quit your CRM. You just stop needing it.
Automatic CRM updates keep client profiles current without data entry. CRM sync is confirmed for Salesforce, Wealthbox, Equisoft, and HubSpot, so the CRM you already run stays current without you touching it.
Advisors rarely run one system. Client data lives in a dozen places at once, and every one of them drifts out of date the moment someone stops typing. Workflow automation is what keeps those integrations agreeing with each other instead of quietly drifting apart.
Most CRM failures are data failures, not platform failures. As why CRMs fail without consistent data explains, a CRM is only as good as the last person who updated it. Bloks removes that dependency by syncing from the conversation itself. You can explore how Bloks works feature by feature if you want the full picture.
Most tools help one advisor. Bloks helps the practice. When your team uses Bloks, every interaction compounds: shared client profiles stay current, commitments stay tracked.
No chasing notes. No falling behind. Just one up-to-date view of every client. Exceptional service stops depending on individual memory or heroics and starts depending on a system your organization runs on. Assistants get their own license, so the people doing the coordination have the same view as the advisor. Shared context is what lifts team productivity: everyone stops re-asking questions the client already answered. Across a practice, Bloks brings consistency and efficiency, and client relationships get stronger because every advisor, assistant, and managing partner works from the same current client profiles.
Client intake automation removes the worst of the onboarding paperwork. A commitment made becomes a document sent, and the task list maintains itself.
Financial advisor workflows benefit most where the work is repetitive and the stakes are high:
- Onboarding and intake forms populated from conversation data
- Tasks and commitments generated automatically after each client meeting
- Next steps tracked across the team rather than in one person's inbox
Make exceptional service repeatable and scalable.
Bloks captures opportunities and commitments automatically, then coordinates your team’s efforts — so exceptional service becomes consistent across every client. It no longer depends on individual memory or heroics, but on a system your entire organization runs on.
Walk into every client conversation one step ahead.
Bloks connects the dots across your conversations, emails, documents, and your team’s shared history — then briefs you on what matters most.
Not just what was said — but what’s unresolved, what’s important, and what’s next.
Common Questions About AI Tools for Financial Advisors
They can be, but compliance varies sharply by vendor. Look for SOC 2 Type II certification, Canadian Data Residency, PIPEDA compliance, and a written guarantee that client data is never used to train AI models. Bloks meets all four. Ask any vendor where data residency sits, whether encryption covers data at rest and in transit, and whether audit and retention controls are configurable.
Yes. Bloks works standalone or syncs with Salesforce, Wealthbox, Equisoft, Laylah, and HubSpot. Advisors without a CRM get complete client profiles and workflows; advisors with one get automatic CRM updates on top of what they already run.
Confirmed CRM sync covers Salesforce, Wealthbox, Equisoft, Laylah, and HubSpot, and Bloks works standalone if you do not run a CRM at all. If your practice depends on Redtail, eMoney, Microsoft 365, or another part of the wealth tech stack, ask the team about current coverage before you start a trial.
Bloks captures every client meeting without a bot joining the call, then produces compliant, structured notes the moment it ends. Advisors comparing AI meeting notes usually ask about speaker attribution and accuracy across multi-participant conversations.
Bloks is the Un-CRM. Other AI assistants like Jump, Zocks and Focal summarize the meeting and hand the work back to you — the filing, the updating, the follow-through — because they plug into your CRM and depend on it. Bloks does that work instead: client files that stay current on their own, forms filled, follow-ups drafted, commitments remembered. Your CRM takes; Bloks gives it back — so each person feels like your only client.
Yes. The free trial runs 14 days with every feature included — AI Meeting Notes, Pre-Meeting Briefs, Smart Profiles, Follow-ups, Ask Bloks, and Document Creation. Nothing is gated behind a paid tier, and there is no setup: Bloks works from your first meeting. Start your free trial.
Yes, for teams of 20 or more advisors. Enterprise plans are custom-priced and include a dedicated success manager — and like every Bloks plan, all features with no gating. Contact sales@bloks.ai or see Bloks pricing.
Yes — by making it irrelevant, not by replacing it. Bloks starts alongside the CRM you run today and keeps it current: no migration, no downtime, nothing to rebuild. You log in less. Then one month you notice you haven't opened it at all. When your practice is ready to let it go, a named Bloks person walks the whole move — history, cancellation, team switch-over — at no charge. Your CRM came with a manual. Bloks comes with a person. You don't quit your CRM. You just stop needing it.
It doesn't take any. No setup, no training, no configuration: Bloks captures your meetings, calls, and emails automatically from day one. And if you want a guided start, a dedicated team will walk you through it live, at your pace — you will probably never need us, but we are here anyway.
Bloks is built for Canada's wealth and insurance advisors: financial advisors, Certified Financial Planners, and financial security advisors, solo or across a full practice. Assistants get their own license, so the whole team works from the same current profiles. U.S. compliance is supported.
Yes, fully. The Bloks platform is available in French, and so is the team behind it: onboarding, live walkthroughs, and client support can all be delivered in French. For conseillers en gestion de patrimoine et en sécurité financière, that means the product and the people supporting it speak your practice's language — not many AI assistants in this category can say the same.
Bloks costs $89 per month per advisor, billed annually. The assistant add-on is $69 per month, billed annually, and includes its own license. The price is the same in Canadian and US dollars. Every feature is included on every plan. Bloks has no tiers and no feature gating. See Bloks pricing for full details.
A CRM was built to record the work, not do it. Meeting notes, CRM data entry, follow-up emails, compliance documentation: none of it is the relationship, yet all of it is part of the job. The CRM waits for you to type it in, so the hours come out of your evenings and weekends.
Only if they do the work rather than document it. Most add another system to manage: a notetaker here, a scheduling app there. The stack gets bigger and the feeding never stops. Bloks is the Un-CRM: it captures meetings, calls, and emails automatically, then files, drafts, and tracks what comes out of them. The software does the admin. You do the relationship.
Why Advisors Choose Bloks: The Un-CRM
Advisors do not need another AI platform. They need less software doing more. The tools worth keeping are the ones that disappear into the work.
Every tool you added solved one slice and left you the filing. That is the whole argument for the Un-CRM: instead of a fifteenth system to feed, one system that does the work.
AI Meeting Notes, Pre-Meeting Briefs, Smart Profiles, Follow-ups, Ask Bloks, and Document Creation are one layer, not six logins. The fragmentation problem is real and well documented in the software stack ate the advisory practice. Bloks inverts it. The software does the admin, and you do the relationship, which is the only part of this work that needs a human.
Bloks is SOC 2 Type II certified, PIPEDA-compliant, and operates with Canadian Data Residency. U.S. compliance is supported for advisors working across the border.
The full control set is what compliance-minded head offices ask for first:
- Encryption at rest and in transit
- Flexible client consent
- Retention and auditability controls
- Canadian data hosting
Data never used for AI training. That is not a setting; it is how the platform is built, and it is the question most advisors ask before anything else.
Privacy and confidentiality anxiety around AI with client data is reasonable. The privacy-first advisor walks through the standards that matter, and our security response process documents how disclosures are handled.
No setup, no training, and a dedicated team walking you through it if you want one.