Bloks. The Un-CRM.

Financial Horizons, a national Canadian managing general agency, has added Bloks to its FH Digital Marketplace, making it available to the advisors in its network as of August 2026. Bloks is the Un-CRM for financial and insurance advisors: software that keeps each client record current on its own, builds the compliance file, drafts the follow-up and prepares a brief before every meeting, so the advisor stops working for the CRM. Advisors start alongside the CRM they already use. Bloks keeps it updated, and over time they stop needing it. Bloks is built in Gatineau, Quebec, for a regulated practice: SOC 2 Type II, Canadian data residency, PIPEDA, and client data is never used to train AI models. Financial Horizons advisors can find Bloks on the Digital Marketplace or try it free.

What does Bloks do for Financial Horizons advisors?

Your CRM takes: your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could:

• Never update a client file again.

• Never take meeting notes again.

• Never write a follow-up from scratch again.

• Never walk into a meeting cold again.

You don't quit your CRM. You just stop needing it. See how Bloks works.

Who is behind Bloks?

Bloks was founded in 2021 by Marc Gingras, cofounder and CEO, and a team that has spent twenty years building productivity software, including Tungle, acquired by BlackBerry in 2011, and Foko Retail, acquired in 2021 by WorkForce Software, a division of ADP. In 2026 Bloks was named one of Canada's Top 100 AI Startups at ALL IN, and Marc joined Mila, the Quebec AI institute, as Founder in Residence. Meet the team.

Which advisors use Bloks?

Bloks is used by advisors at Canadian financial organizations, from the Desjardins Independent Network to Financial Horizons.

"0 setup, value within hours." Luca Talarico, Financial Security Advisor

Is Bloks compliant for Canadian advisors?

Yes. Bloks is SOC 2 Type II certified, keeps client data in Canada, follows PIPEDA, records only with client consent, keeps retention and audit trails, and never uses client data to train AI models. Read the security and compliance details.

How do Financial Horizons advisors get started?

To the Financial Horizons advisors discovering Bloks: welcome. Find us on the FH Digital Marketplace, try it free, or book a demo.

Every client, your only client.