Bloks
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Introduction
Bloks is the Un-CRM, an AI operating system for wealth and insurance advisors that automates client relationship management.
Listed on
July 23, 2026
What is Bloks?
Bloks is an AI-powered platform designed for financial advisors, acting as an 'Un-CRM' that automatically captures and organizes client interactions. It eliminates manual data entry by building self-updating profiles, generating meeting notes, and tracking commitments. The product integrates with existing CRMs or works standalone, focusing on enhancing client relationships rather than administrative tasks.
How to use Bloks?
- To use Bloks, advisors simply attend meetings, make calls, and send emails as usual; the platform captures everything in the background. There is no setup or training required—Bloks automatically structures the information into client profiles, generates pre-meeting briefs, and creates follow-up tasks. Users can also ask Bloks questions in plain language to retrieve information from their entire book of business.
Core features of Bloks
- Automatic capture of meetings, calls, emails, and notes
- Self-updating client profiles with no manual entry
- AI-generated meeting notes and summaries
- Pre-meeting briefs with context and insights
- Task and follow-up tracking across the team
- Document generation (e.g., KYP letters)
- Plain-language querying of your entire client database
- CRM sync with Salesforce, Wealthbox, Equisoft, HubSpot, and more
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