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Bloks. The Un-CRM for financial advisors.

Every feature is a CRM task you’ll never do again.

Here is what that looks like on one advisor’s Thursday.

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Synced 2 min agoDayWeek
Tasks · 2 open
Answer the RESP grant room questionMarcus ThornePRDue today
Send the two withdrawal scenariosSara LecavalierJOJul 8
Book the mortgage walkthroughMarcus ThorneFri
HF
Estate planning · Harris family8:00 to 8:45 AM · in person
Filed
Annual review · Sara Lecavalier9:15 to 10:00 AM · web call
Starts in 2 minRecordingFiled
AskDoes the cottage change the retirement date?
AskIs her daughter’s tuition covered for July?
RememberTwo withdrawal scenarios by July 8
Who’s here
You Sara
JT
Portfolio check-in · Jonah Tremblay3:00 to 3:30 PM · phone
Search or ask anything…⌘K
New meetingPrep my day

The work, across one client relationship.

Six things happen. You do none of them.

9:13Never walk in cold againBrief ready+20 min9:15Never take notes againNotes filed+25 min9:58Never update the fileFile current+15 min10:00Never forget a promiseWith Jonathan+5 min10:05Never write the follow-upEmail drafted+30 min10:10Never fill the form againForm ready+30 min

2 h 05 min back before 10:10. Six things done, and you typed none of them.

Done by 10:102 h 05 min back · 0 words typed
Thursday · 9:13 · Before the meeting

Never walk into a meeting cold again.

What you agreed last time, what’s changed since, what you owe them, and what a colleague heard in a meeting you weren’t in. Waiting before you walk in.

Thursday · 9:13 · 2 min before

Sara Lecavalier

Annual review · 9:15 · web call
Join call
Brief · Annual review

Last met on Jun 24, the mid-year review. You kept the RRSP mix and promised two retirement scenarios by Jul 8.

Since then,Jonathan heard she now plans to retire in May 2027, a year earlier.

Remember

Key reminders for you: bring both scenarios, confirm the new date, ask about the cottage in Magog.

Consent on fileReady to take notes
9:15 · In the meeting

Never take meeting notes again.

Nothing joins the call, and the conversation is in Bloks when it ends.

Annual review · Sara Lecavalier41:12
Sara Lecavalier
You
ListeningNo bot in the call
New taskSend two withdrawal scenarios
Commitment notedScenarios by July 8
Profile updatedRetiring May 2027
TeamsZoomMeetWebexPhoneIn person
ENFR

Meeting notes, into your CRM, in the language the meeting happened in.

“100% present in every client meeting.”
Craig Pike · Technology & Service Manager, TruStone Financial, Inc.
9:58 · Back at your desk

Never update a client file again.

By the time you’re back at your desk, the meeting is logged on Sara’s file next to every email and call, and what you learned about her family and her plans is filled in.

Contacts / Sara LecavalierUpdating the fileUp to date

Sara Lecavalier

Lecavalier Family Trust · Client since 2018
Activitieslogged for you
AllMeetingEmailCall
Annual reviewMeeting · today, 9:15
New
Re: the two scenariosEmail · Jun 26
Call with PriyaCall · Jun 25
Relationshipsfilled in for you
Daughter
Léa, 19New
Retiring
May 2027Updated
Family trust
Lecavalier Family Trust
10:00 · What you promised

Never forget a commitment again.

You said you’d send the two withdrawal scenarios by July 8. It’s on the team’s board now, with a name and a date on it, next to everything else you owe.

Follow-upsListBoard
Open2
AddingNew · from ThursdaySend the two withdrawal scenariosSara Lecavalier
JOJonathanJul 8
Answer the RESP grant questionMarcus Thorne
YouToday
In progress1
Flag the trust reviewHarris family
PRPriyaJul 2
Done1
Send the mid-year summarySara Lecavalier
JOJonathan9:40
“100% documented, 0 extra effort.”
Carlo Ferrera · Financial Advisor, Terreault & Associés Inc.
10:05 · Instead of tonight

Never write a follow-up from scratch again.

The email you’d write tonight is already drafted and signed.

Email · draft
Bloks is writingFrom Thursday’s meeting with SaraDraft readyBloks wrote this from Thursday’s meeting. Read it, then send.
ToSara Lecavalier
SubjectRecap and next steps

Hi Sara,

Great to connect this morning. Here’s a quick recap of what we agreed, so nothing slips.

Quick actions for you

  • Send me your latest pension statement by July 3
  • Confirm the budget for the cottage renovation

What I’ll follow up with

  • Two withdrawal scenarios, by July 8
  • An updated retirement plan for May 2027
  • A cash buffer set aside for the cottage

Talk soon,

Your signature, added automatically
Mathieu Allard, CFPSenior Wealth Advisor · Northbank Wealth514 555 0140 · northbankwealth.ca

This message may contain confidential information intended only for the recipient.

All you do is sendEditSend
10:10 · The paperwork

Never fill out a form again.

The insurance application, filled in from Sara’s file: her details, income, assets and debts. You read it, you approve it, it’s done.

Life insurance application · Sara LecavalierPDF · 1 of 4
Life insurance applicationPart A · Applicant and financial information · Page 1 of 4
1. Applicant
Full nameSara Lecavalier
Date of birth02 / 09 / 1971
OccupationPharmacist, owner
SmokerNo
2. Income
Annual income$184,000
Other income$12,400 rental
3. Assets
AssetHeld atValue
RRSPNorthbank Wealth$612,000
TFSANorthbank Wealth$118,500
Non-registeredLecavalier Family Trust$240,000
CottageMagog, QC$420,000
4. Debts
MortgageCottage, Magog$96,000
Line of creditDesjardins$0
5. Coverage
Amount requestedCheck$500,000
BeneficiaryLéa Lecavalier, daughter
Applicant signature · after you approve
Filling in from Sara’s fileFilled from Sara’s fileEditApprove
“1 full day back, every week.”
Matthew Arthur · Certified Financial Planner, Arthur Wealth Management
Done by 10:102 h 05 min back · 0 words typed
11:20 · Ask Bloks, from the car

The memory you can talk to.

Plain language, and it answers from your own book.

Ask about one client or the whole practice. Every answer shows where it came from, so you can check it before you say it out loud.

SaraWhat did we agree in March?
Bloks

You agreed to keep a cash buffer aside for the cottage renovation. She asked to revisit it once the financing round closed.

FromMeeting · Mar 12Email · Apr 3
TryWhat’s changed since the last review?When did her mother move in?
Ask a follow-up about Sara…↵
12:30 · Priya takes a call

Built for a team, not just an advisor.

Whoever was in the room, it lands in the same file. Every advisor and assistant on the team feeds it, and everyone reads from it.

Relationship overviewPRJOSAShared with your teamShared

Sara Lecavalier

Lecavalier Family Trust · Client since 2018
What happened From the whole team
PR
PriyaCall

Sara wants to hold the cottage budget until the financing round closes.

YouMeeting

Annual review. Agreed a more conservative mix.

JO
JonathanEmail

Sent the beneficiary form for signature.

SA
SamTask

Updated the trust’s mailing address.

PR
PriyaNote

Her mother moved in with the family this month.

What’s next
Open tasks 3
Confirm the beneficiary signature
JOJonathan
Overdue
Send the tuition plan form
JOJonathan
Fri
Move the cottage review to November
You
Mon
Everyone on Sara’s file sees the same overview.Synced to Wealthbox

One overview per client. Everyone on the team sees every meeting, task and event, and who’s handling what.

2:08 PM · Between meetings

It’s all on your phone.

The brief before you walk in, and the call after you walk out.

10:28 · 2 min before

Sara Lecavalier

Annual review · 9:15
Since then
Retiring May 2027
You owe her
Two scenarios, by Jul 8
Ask anything…
Thursday, June 25

Today

9:15
Sara LecavalierAnnual review · brief ready
Brief
10:00
Harris familyEstate planning · in person
Live
1:30
Marcus ThorneReview · web call
Prep
Two withdrawal scenariosSara · due Jul 8
Ask anything…
4:30 PM · The debrief

Coaching, after every conversation.

The debrief nobody ever gives you, and nobody else sees. Every call reviewed on five things, and one concrete thing to do differently next time.

Coaching · Annual review · Sara Lecavalier · Thursday
Coaching
69 / 100

Fair better than your last three

You led well up front, now close the loops you opened.

Discovery
82 · strong
Airtime balance
66 · fair
Clarity
74 · good
Objection handling
41 · needs attention
Next steps
72 · good
Coaching · Objection handling
DimensionObjection handling
41needs attention
Score
41 / 100
What to do next

Name the concern back, confirm you’ve got it, then address it directly before changing the subject.

Why this score
9:21

Sara raised the fee question; you moved to the timeline.

9:24

She raised it again.

Not a grade. A next move.

Every dimension comes with one concrete thing to do next time, and the moments that led there.

Objection handling · this quarter
Objection handlingYour other four dimensions
2841APRMAYJUN

And you can watch it move.

The same five lines over a quarter.

Built for aregulated industry.

Where it lives

In Canada.
You own it.

Who sees it

Your practice.
Consent per client.

What it trains

Nothing.
Never used for AI.

Who checks

SOC 2 Type II.
PIPEDA. Law 25. Audited.

Trust and compliance

· Plans for one advisor or a whole practice.

Pricing

Every client, your only client.

Everything on this page happened on one Thursday, without you typing a word.

Try it free

Book a demo

No setup, no training, and a dedicated team walking you through it if you want one. On your desktop and your phone. Encrypted at rest and in transit. You own your data.

Straight answers.

Can I correct something Bloks got wrong?

Yes. Every line in a client file, summary or draft is editable, and a correction stays.

Does Bloks fill real forms?

Bloks fills real PDF forms, applications, KYC and policy paperwork, from what was said, and nothing is submitted before you have read and approved it.

Do I have to review what Bloks writes?

Follow-ups, summaries and forms are drafts you own. You read them, change what you want, and approve before anything goes out.

Does Bloks work in French?

Bloks takes meetings in French or English and returns the notes in the language the meeting happened in.

Does Bloks work in French?

Bloks takes meetings in French or English and returns the notes in the language the meeting happened in.

Can my assistant use Bloks?

An assistant has their own seat and sees the same current client file, so they can prepare, file and follow up without a handover.

Who can see my coaching scores?

You. Coaching reviews your own conversations for you, and nobody upstream sees it.

Which CRMs does Bloks keep current?

Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, Cloven and Zoho CRM, updated from your meetings, calls and emails without anyone re-typing.

Which CRMs does Bloks keep current?

Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer, Cloven and Zoho CRM, updated from your meetings, calls and emails without anyone re-typing.

Where does each fact in a client file come from?

Every line in a Bloks client file can show its source: the meeting, email, document, colleague’s conversation or public source it came from.

Does Bloks work on my phone?

Bloks runs on your phone: the brief before a meeting, the conversation after it, and Ask Bloks, anywhere.