Bloks

An AI-powered operating system for wealth and insurance advisors that automatically captures meetings, calls, and emails, eliminating manual CRM data entry and administrative work. It serves financial advisors, planners, and their teams in Canada, from individual practitioners to larger firms. The platform works standalone or syncs with existing CRMs, and is positioned as an 'Un-CRM' that gives time back rather than demanding input, with a focus on relationship-building over database management.

Key features

• Automatic meeting capture and transcription
• Pre-meeting briefs with client context
• Dynamic people and company profiles
• AI-generated meeting summaries
• Automatic task and follow-up generation
• CRM synchronization without manual entry
• Meeting coaching and improvement insights
• Compliance-ready documentation (PIPEDA)