Unlock Insights: Using Conversational AI to Instantly Find Answers in Client Histories
In wealth management, the value of your practice isn’t just in the assets you manage, it’s in the trust you’ve built over decades of client conversations. But when that knowledge lives in scattered notes, forgotten emails, or buried PDFs, it becomes inaccessible right when you need it most.
The Problem: Hidden Knowledge, Missed Opportunities
Advisors often face the same challenge:
- A client references a past discussion about estate plans, but you can’t recall the details.
- A teammate asks if anyone has notes on a prospect’s risk tolerance.
- Compliance needs quick access to KYC details.
The data exists - but it’s siloed, unsearchable, and difficult to retrieve under pressure.
The Solution: Conversational AI for Your Client Base
With AskBloks, you don’t search through folders or scroll through email chains. You simply ask.
- “Quels sont les objectifs de retraite de Jean?”
- “What was discussed in Sarah’s last quarterly review?”
- “Which clients have mentioned ESG investing in the past 6 months?”
AskBloks pulls the answer instantly from call summaries, notes, emails, and uploaded documents — in both French and English.
Why It Matters
Every client meeting is a chance to build trust. But when advisors can instantly recall past conversations — without fumbling through files — they demonstrate attentiveness, continuity, and professionalism.
AskBloks turns your firm’s history into a living knowledge base:
- Faster prep before meetings
- Sharper follow-ups after conversations
- Audit-ready access for compliance
- Team-wide intelligence for collaboration
Designed for Canadian Advisors
Bloks is built with Canada’s bilingual reality in mind. Whether you ask in French or English, AskBloks delivers.
And with SOC 2 certification, Canadian data residency, and encrypted uploads, you can trust that client information stays secure — while staying accessible when you need it most.
The Edge
CRMs were designed to store data. Bloks was designed to unlock it.
AskBloks ensures your firm doesn’t just capture conversations — it leverages them. That’s relationship intelligence in action. Learn More.