Bloks
AI operating system for wealth and insurance advisors capturing communications automatically.
About Bloks
Bloks is an AI operating system designed specifically for wealth advisors and insurance professionals. It automatically captures emails, conversations, documents, and calls, building client records and updating profiles without requiring manual data entry or configuration. The tool functions as what the company calls an "Un-CRM," aiming to restore time to advisors' workflows by handling administrative tasks automatically. Bloks is recognized as one of Canada's Top 100 AI & Tech Startups. The platform emphasizes data privacy with end-to-end encryption, SOC 2 Type II certification, Canadian data residency, and commitment that data is never used for AI training. A notable limitation is that it appears specifically targeted toward the Canadian wealth and insurance advisory market.
At a glance
- Company
- Bloks, Inc.
- Platforms
- Web, iOS, Android, Windows, macOS
- Last verified
- July 2026
Who It's For
- •Wealth advisors
- •Insurance advisors
- •Financial professionals in Canada
- •Advisory practices seeking to reduce administrative workload
How It Works
- 1Automatically captures emails, conversations, and calls without requiring invitations or meeting setup
- 2Processes captured communications to build and maintain client profiles and records
- 3Updates profiles and tracks commitments across all captured interactions
- 4Operates as background software on the user's computer rather than requiring meeting integrations
- 5Uses AI to summarize meetings and extract relevant information
How to Use Bloks
- 1Install the Bloks software on your computer
- 2Allow the platform to automatically capture your emails, calls, and conversations
- 3Review automatically updated client profiles and records
- 4Access summaries and tracked commitments through the platform interface
Key Features
- •Automatic email, conversation, and call capture
- •AI-powered meeting summarization
- •Client profile management and updates
- •Commitment tracking across communications
- •End-to-end encryption
- •SOC 2 Type II certification
- •Canadian data residency
- •Client consent management
- •Flexible user consent options
- •No manual configuration required
Use Cases
- •Automatically documenting client meetings and interactions for wealth advisors
- •Building and maintaining client relationship records without manual data entry
- •Tracking client commitments and follow-ups across multiple communication channels
- •Managing compliance and audit documentation for financial advisory practices
Pros & Cons
Advantages
- •Captures communications automatically without requiring meeting invitations or setup, unlike traditional meeting bot competitors
- •Strong privacy and compliance focus with SOC 2 Type II certification, end-to-end encryption, and Canadian data residency commitment
- •Designed specifically for financial advisory practices rather than general use, providing targeted features for the industry
Disadvantages
- •Appears to be focused primarily on the Canadian market, potentially limiting its accessibility for advisors in other regions
- •Limited information available about integrations with other financial advisory software or platforms
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Frequently Asked Questions
What is Bloks?
Bloks is an AI operating system designed specifically for wealth advisors and insurance professionals. It automatically captures emails, conversations, documents, and calls, building client records and updating profiles without requiring manual data entry or configuration.
How much does Bloks cost?
Bloks uses custom pricing — contact the vendor for a quote.
Is Bloks free?
Bloks is a paid tool and does not offer a free plan.
What are the best Bloks alternatives?
Popular Bloks alternatives include Steno AI, Notably AI, Otter.ai.
What is Bloks used for?
Bloks is commonly used for Automatically documenting client meetings and interactions for wealth advisors, Building and maintaining client relationship records without manual data entry, Tracking client commitments and follow-ups across multiple communication channels.
What platforms does Bloks support?
Bloks is available on Web, iOS, Android, Windows, macOS.
Information Accuracy
Please note: While we regularly update all tool information including descriptions, features, pricing, and other details, this information may change over time as tools evolve and update their offerings. For the most current and accurate information, we recommend visiting the official website directly. Our goal is to provide you with comprehensive and up-to-date information to help you make informed decisions.