Insights

The Bloks Blog

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November 6, 2025

Relationship Intelligence: The Competitive Edge That CRMs Forgot

2 minute read

November 3, 2025

Why Dynamic Relationship Intelligence Beats Static CRM Data

4 minute read

October 7, 2025

AI Note-taking vs. Relationship Intelligence: Why VCs Need More Than Transcripts

2 minute read

September 30, 2025

Personalization at Scale: Capturing Family Milestones, Preferences, and Financial Goals Without Manual Notes

2 minute read

September 29, 2025

Using Conversational AI to Instantly Find Answers in Client Histories

2 minute read

September 26, 2025

Document Intelligence: Extracting Data from Legacy Files, PDFs, and Scanned KYC Forms

2 minute read