What advisors ask about the Un-CRM.
Common Questions About AI Tools for Financial Advisors
Are AI tools for financial advisors compliant in Canada?
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.
Does Bloks work without a CRM?
Yes. Bloks works standalone or syncs with Salesforce, Wealthbox, Equisoft, Laylah, Maximizer, and Cloven. Advisors without a CRM get complete client profiles and workflows; advisors with one get automatic CRM updates on top of what they already run.
Which CRMs and planning tools does Bloks integrate with?
Confirmed CRM sync covers Salesforce, Wealthbox, Equisoft, Laylah, Maximizer, and Cloven. Bloks also 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.
How accurate are the notes in multi-participant client meetings?
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.
How is Bloks different from other AI assistants for advisors?
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.
Does Bloks offer a free trial?
Yes. Start by booking an onboarding session. A Bloks team member sets everything up with you and your team on a video call, then your 14 days begin, with every feature in your plan. At the end of the trial, choose annual or monthly, or walk away. Start your free trial.
Does Bloks offer enterprise pricing?
Yes, for teams of 20 or more advisors. Enterprise plans are custom-priced and include central billing and admin, retention controls and a named success manager. Contact sales@bloks.ai or see Bloks pricing.
Does Bloks work for phone calls and in-person meetings, or only video calls?
All three. On Teams, Zoom, Meet and Webex, Bloks captures the conversation without a bot joining, so nothing appears on the call for your client. For a meeting in your office or across a table at a coffee shop, the mobile app records directly, and it holds up in a noisy room. Phone calls are the one case with a manual step: you record the call with your phone's built-in recorder, then bring that audio into the Bloks app, and it is processed like any other meeting. Advisors who work mostly by phone or in person tend to run Bloks from mobile rather than the desktop. The video guides walk through all three capture modes on mobile: in person, virtual calls, and imported phone recordings.
Is Bloks safer than putting client information into ChatGPT or Copilot?
Yes, and that gap is the reason a tool like Bloks exists for a regulated practice. General assistants were not built to hold client data: on consumer tiers what you type can be used to train the model, and the data may sit outside Canada. Bloks is hosted in Canada, SOC 2 Type II certified and PIPEDA compliant, and your client data is never used to train AI models. That is not a setting you switch on, it is how the platform is built. A practical test for any tool you are weighing: ask where the data lives, whether your input trains the model, and whether you can take your data out. A vendor who cannot answer all three plainly has answered you.
Can Bloks replace my CRM?
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.
How long does Bloks take to set up?
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, the video guides cover install and connecting your calendar, contacts and email, or a dedicated team will walk you through it live, at your pace — you will probably never need us, but we are here anyway.
Who is Bloks built for?
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.
Is Bloks available in French?
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.
Can Bloks work with clients who do not speak English or French?
Yes. Bloks works in 80 languages, so the meeting happens in whatever language your client is most comfortable in. You get the summary twice: once in the language the conversation actually happened in, and once in the language you run Bloks in. Run the interface in French, take a call in Spanish, and the summary comes back in Spanish and in French. For a practice serving Mandarin, Cantonese, Punjabi, Spanish, Arabic or Tagalog speaking families, that means the client file reads in your language while the record of what was actually said stays in theirs.
What does Bloks cost for a wealth advisor or assistant?
Bloks Companion costs $89 per month per advisor, billed annually, or $119 month to month. Bloks Un-CRM costs $149 per month per advisor, billed annually, or $199 month to month. Assistants are $69 a month per assistant billed annually ($828 a year, a 30% saving), or $99 month to month, on either plan, billed with the advisor’s seat. All prices are in Canadian dollars (CAD). See Bloks pricing for full details.
Why do financial advisors end up working for their CRM?
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.
Do AI tools for financial advisors actually reduce admin work?
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.
What happens to my existing client history when I start?
Nothing gets rebuilt by hand. When you connect your email, calendar and contacts, Bloks reads 12 months of history and builds client profiles from it, so the profiles are already populated before your first meeting. Anything older, or anything living in a document rather than an inbox, uploads straight onto a client's profile: past notes, scanned policies, statements, PDFs. Attachments are read too. Whatever sits in your CRM stays exactly where it is. A full CRM migration, with a named Bloks person doing the work, is a separate thing you only need the day you decide to stop paying for the CRM. And if you ever leave, your data leaves with you.
How does Bloks work for a team, and what do assistants get?
A practice shares one memory. When an advisor and an assistant both work in Bloks they see the same current client profiles, and a conversation one of them has is in the other's context before the next meeting. Assistants get their own license rather than sharing a login, so the audit trail stays clean and nobody works from a stale copy. It scales the same way past that: a two-person practice, a seven-advisor division, or a network standing behind thousands of advisors all run on the same shared profiles. At twenty advisors or more you move to enterprise pricing with a dedicated success manager.
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.
One System, Not a Fifteenth Tool
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.
SOC 2 Type II, PIPEDA, and Canadian Data Residency
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:
1.
Encryption at rest and in transit
2.
Flexible client consent
3.
Retention and auditability controls
4.
Canadian data hosting
Your Client Data Is Never Used to Train AI Models
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.