Bloks

Bloks is an Un-CRM designed for financial advisors that automates client relationship management by capturing meetings, calls, emails, and other interactions in the background. It requires no setup, training, or maintenance, building rich client profiles and generating actionable insights like pre-meeting briefs and follow-up tasks automatically. Advisors regain up to a full day per week by eliminating manual data entry and administrative work. The platform is SOC 2 Type II certified, offers end-to-end encryption, and supports Canadian data residency. It can work standalone or integrate with existing CRMs, and it helps teams maintain consistent, compliant client service across all interactions.

Key Benefits

• Automatically captures client interactions without data entry
• No setup, training, or maintenance required
• Saves advisors a full day of admin work per week
• End-to-end encrypted with data ownership