Bloks

Bloks is an AI relationship intelligence platform built for financial advisors and advisory practices. Rather than acting as another traditional CRM that must be fed by hand, it positions itself as the "Un-CRM": it listens to the work you already do — meetings, calls, emails, documents, and calendar activity — and turns that stream into structured, always-current client records. The goal is to remove the administrative overhead that normally eats an advisor's evenings.

Each client gets a single living file assembled from multiple sources. Bloks combines your own meetings and messages, your team's activity, and public information such as LinkedIn, news, and websites, then connects the dots between a mortgage decision, a RESP grant room, or a promotion that could shift a client's plans. It then acts on what it learns by maintaining profiles, preparing meeting briefs, tracking every commitment, drafting follow-ups, filling forms, and keeping a connected CRM up to date.

Bloks works standalone or alongside an existing CRM and emphasises trust and control: the company states SOC 2 Type II certification, Canadian data residency, PIPEDA and Law 25 compliance, per-client consent, and that your data is never used to train AI models. It also stresses that the record belongs to the practice rather than to an individual, so institutional memory persists as staff join or leave, and that you can export every file in a readable format if you move on.