Bloks. The Un-CRM.
Relationship Intelligence Software Built for Advisors
Bloks is a relationship intelligence software for financial advisors: client profiles that write themselves from meetings, email, calls and documents. No fields. No forms. Smart Profiles keep every client record current, standalone or synced to the CRM you already own.
The CRM gap
Why your CRM never became a relationship network
A CRM stores what you type into it. That is the whole contract with a CRM. It waits for an advisor to log a call, tag a contact, update a field, and it degrades the moment nobody does. Manual work is the price of the database.
Introhive, Affinity, Intapp DealCloud, 4Degrees and Salesflare sell relationship intelligence as a layer bolted onto that same CRM. All were built for deal teams.
Their relationship scoring, relationship mapping and relationship maps surface warm introductions, chart relationship pathways through an internal network, and feed a browser extension built for business development. Sales intelligence serves revenue teams chasing leads. Advisors serve households. The underlying relationship network still depends on whoever remembers to feed it.
Bloks removes the feeding step entirely. Automated relationship intelligence builds the record from the conversation. Business relationships stay documented. Manual work disappears.
The data entry problem hiding inside every client profile
Every client meeting leaves admin behind. Across a full book, that becomes the advisor’s evenings, spent on data entry. None of it bills a client.
Manual data entry also fails quietly. No advisor should have to manage your relationships through a form.
Contact profiles show a risk tolerance from 2021 because nobody corrected them. Manual upkeep of contacts slips first in a busy quarter, and decision-makers inside a household go untracked. Compliance reviews the file and finds a gap. The advisor answers from memory, and memory is not a defensible source. Bloks eliminates manual CRM updates by reading the interaction. A contact profile stays current because the conversation updates it.
Contact profile · last edited by hand
3 gaps
Risk tolerance
Moderate · set in 2021, never corrected
Stale
Decision-makers
Spouse not recorded
Missing
Beneficiary form
Still in an email attachment
Not filed
Maintained by hand, so maintained late.
What gets lost when relationship data lives in an inbox
Email holds most of an advisory practice’s relationship data, and email is the worst place to keep it. Search returns threads, not answers. Attachments hide the beneficiary form. Communication history and communication data scatter across two inboxes and calendars nobody exports, while the meeting notes that matter sit in a notebook. No address book survives that.
When an advisor retires or a book transfers, those records leave too. Static CRM records go stale the same way: why dynamic relationship intelligence beats static CRM data covers the mechanism.
Smart Profiles
How Smart Profiles turn meetings, email and calls into client records
Bloks captures the interaction, structures it, and files it against the right person. Every meeting, call, email and document becomes part of a profile that updates itself within minutes. The data capture runs across virtual, in person and mobile conversations. Bloks connects to Outlook, Gmail, Google Workspace and Microsoft Exchange.
It reads twelve months of email, calendars and contact history on day one. Every interaction after that is automatically captured, so profiles arrive populated.
Meetings
Virtual, in person and mobile
Outlook, Gmail, Google Workspace, Exchange
Calls
Desktop and mobile apps
Documents
Filed against the right person
Botless capture across meetings, calls and documents
No bot joins the meetings. Nothing announces itself. Bloks records through the desktop app on Mac and Windows and the mobile app on iOS and Android, covering the kitchen table review and the Teams call.
Automated activity capture produces a timestamped transcript, a structured note and two summaries per meeting: one internal, one client ready. Read how botless meeting capture documents a conversation without changing how it runs.
AI enrichment from public data and your book of business
AI enriches each profile with public company data, LinkedIn role changes, professional history and firm details, then reconciles it against what the client told you. Data enrichment from third-party data sources fills the gaps. The conversation sets the truth. Generative AI writes the account summaries, every claim traceable, turning raw records into actionable intelligence. Public sources enrich each record with contextual insights: a role change, a board seat.
Ask Bloks queries the entire book of business in plain language and cites the source meeting. It surfaces hidden opportunities sitting in client history. Three queries advisors run weekly:
Which clients mentioned a property sale in the last quarter
Who has not had a review since their beneficiary change
Every client with a child starting university next year
Bloks
Every answer links to the meeting that produced it, so the advisor can verify before acting.
Two-way sync with Salesforce, Wealthbox and Equisoft
Bloks works standalone or alongside your existing CRM. Two-way sync pushes structured notes, tasks and profile updates into Salesforce, Wealthbox, Equisoft or Laylah and pulls records back. The CRM stops being a data entry chore.
Firms dropping the CRM get a free migration run by a named person. Firms keeping it get clean records, working reporting and data quality nobody had to police. Administrators manage roles, retention and billing centrally; team collaboration runs on shared workflows. The integrations sit underneath the Bloks platform.
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Relationship insights
Relationship insights without forms, fields or manual logging
Relationship insights are worth something only when the data underneath is current. Manual logging guarantees it is not. Engagement measured from stale records says nothing about account health. Bloks derives relationship insights from the record it maintains, so the picture holds up in a compliance review.
Client profile management that updates itself
Client profile management in most systems means a person maintaining fields. Self-updating client profiles invert that: the profile reflects what was said, when, and what changed since.
What a Bloks profile carries after a single review meeting:
1
Family milestones, preferences and stated goals, in the client’s own words
2
Every commitment made by either side, with an owner and a due date
3
Risk tolerance and suitability notes, timestamped and traceable
4
Documents referenced during the conversation, attached to the record
The follow-ups side of this runs through follow-up software for advisors that tracks each promise to completion. You can also eliminate manual CRM updates across the rest of the practice.
Client profile · Harris family
Updated after the review
Family milestones
“Our daughter starts university in the fall.”
Added
Commitments
Send the beneficiary form · Owner: you · Due Thursday
Tracked
Risk tolerance
Moderate · timestamped March 12, 14:32
Traceable
Documents
Financial plan 2026 · attached to the record
Attached
Every line traces to the meeting that produced it.
Ask Bloks: plain-language answers from your own client history
Ask Bloks reads only your data. It answers with sources attached, drafts recap emails, and analyzes patterns across the book. An advisor preparing an annual review gets full context in under 60 seconds through pre-meeting briefs assembled from the same profiles. AI suggestions point at the client who needs the call.
Visibility improves for the team as well. Shared records mean an assistant, an associate and the advisor see the same client data. Nothing depends on one person’s memory.
Reminders and alerts surface the follow-up nobody owned. Collaboration stops running on forwarded threads, and outreach gets scheduled from the record. Filter the book by any field the profiles carry and the list of people to contact writes itself.
Documented by default
Client relationships in a regulated practice, documented by default
Client relationships in wealth management and insurance advisory carry an evidentiary burden sales teams never face. Financial advisors and insurance advisors document suitability. Compliance officers review files. Regulators ask what was said in 2023. Financial services stakeholders, from head office to the trusted advisor in the room, need one record that says one thing.
Bloks treats that burden as the product.
KYP letters and audit-ready compliance documentation
Bloks generates KYP letters and compliance documentation from the conversation, timestamped and traceable to the source meeting. KYC information lands in the profile, not a notebook.
The records are defensible because they are contemporaneous client data. A structured note written minutes after a meeting beats a reconstruction written the following week. Our compliance guide for Canadian advisors covers what compliance teams ask before approving an AI system.
SOC 2 Type II, PIPEDA and Canadian data residency
Bloks holds a SOC 2 Type II attestation, operates under PIPEDA, and stores client data in Canada. Your data never trains an AI model. Encryption runs end to end.
Security questions from head office are expected, and compliance gets documented answers. The SOC 2 Type II and data residency details are published, not described.
SOC 2 Type II
Independently audited
Canadian data residency
Client data stored in Canada
No AI training
Your data never trains a model
Encryption
End to end
Demo
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Before you start
Client profile software: questions advisors ask
What is relationship intelligence software?
Relationship intelligence software captures interactions automatically and turns them into structured knowledge about the people you serve. Most relationship intelligence tools target deal teams. Private equity, venture capital and investment banking buyers use relationship analytics for deal flow and sourcing. Bloks applies it to advisory practices, where the record satisfies a regulator, not a pipeline review. Our article on what relationship intelligence means goes deeper.
How is it different from customer profile management in a CRM?
Customer profile management in a CRM depends on input. Relationship management in Bloks depends on conversation. A CRM gives you a database and a data entry obligation; Bloks gives you a maintained record. A relationship intelligence CRM still asks someone to manage relationships inside it, the way pipeline management asks a rep to update a stage. Most firms keep both for a while, connected by sync.
Can it handle client segmentation across a book of business?
Yes. Ask Bloks filters the book by anything the profiles contain: life events, product holdings, review dates, referral sources, stated goals. Client segmentation stops depending on tags an advisor remembered to apply. Advisors use it to find champions worth a referral ask, alumni network contacts, and connections worth reviving.
Where do relationship metrics and interaction history come from?
Relationship metrics come from metadata and real signals: meeting frequency, communication frequency, frequency of interaction, recency of contact, communication patterns and interaction history across email, calendar and calls. Relationship strength here describes how well a client is served, not how warm a lead is. Bloks also scores meetings across five coaching dimensions with evidence attached: talk ratio, pauses and questions asked.
Is client data ever used to train AI models?
No. Client data never trains AI models, belongs to the firm, and can be exported or deleted. Data residency stays Canadian; access controls, roles and retention settings are managed centrally.
Maintained
A relationship database that maintains itself
A relationship database is only as good as its last update. Smart Profiles make that update automatic, which changes what an advisory practice can hold in memory. Advisors who build stronger relationships keep clients longer. Churn starts with a missed follow-up, not a bad quarter.
Marc Gingras founded Bloks in Gatineau in February 2021 with a team that had already built and sold two companies. In 2026 Bloks was named one of Canada’s Top 100 AI Startups at ALL IN, and Marc joined Mila as Founder in Residence. One belief drives the product: software does the admin, the advisor does the relationship.
What advisors see in the first two weeks
Onboarding takes no setup and no training, and network growth across the practice needs no new process. Twelve months of history loads at connection, so profiles arrive populated on day one. Adoption follows because the relationship intelligence runs underneath, asking nothing of the advisor. The full meeting arc runs through the AI meeting assistant for advisors.
Bloks
Every client, your only client.
Free trial · 14 days
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Fourteen days, full features, no credit card. Compare one client file to the profile Bloks builds from your last three meetings.