More than an AI notetaker, Bloks frees you from the busy-work so you can deepen client trust—without adding compliance risk.
“We were spending almost half our week buried in notes, compliance paperwork, and CRM updates. It meant less time understanding our clients' evolving needs and fewer opportunities to provide strategic advice and proactive relationship management.”
“Bloks gives us back valuable time, letting us focus on strategy and client engagement, rather than manual administrative tasks. With Bloks, we're better informed and more prepared -conversations with clients become deeper, more personal, and more strategic.”
“In wealth advisory, relationships are everything. Bloks ensures we never leave crucial client details and strategic opportunities to chance. It doesn't just make us efficient - it positions us to deliver exceptional, proactive service that distinguishes us in a competitive landscape.”
Bloks records every client interaction, timestamps suitability notes, and stores a searchable audit trail exportable in seconds.
Ask Bloks questions about your meetings, follow-ups and clients - and let it help you complete your tasks.
Everyone on the team has visibility into past conversations, important notes and next steps.
