Using Conversational AI to Instantly Find Answers in Client Histories
You’re five minutes from a client call and you’re scrolling through old emails… “Wait… was their daughter starting university this year or next?” With relationship intelligence, you don’t dig — you just ask. Instant answers. Full context.
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Every advisor knows the feeling: you’re about to meet a client, and you can’t quite remember the details from your last call.
- Was it the client’s daughter starting university this fall - or next?
- Did they say they wanted to shift part of their portfolio into ETFs, or were they just considering it?
- Who in the family makes the final financial decisions?
That knowledge exists - somewhere in your notes, emails, or past conversations. But finding it in time for the meeting? Time consuming.
This is the problem Bloks was built to solve.
The Challenge With Client Histories
- Scattered data Insights are buried across emails, PDFs, CRM fields, and sticky notes.
- Lost context Even if you capture information, it often lives in silos that don’t connect.
- Wasted time Advisors spend valuable hours searching instead of preparing, or worse, they go into meetings without the full picture.
The AskBloks Solution
AskBloks is conversational AI that lets you query your entire client history in plain language, in English, French, or 90 others.
It searches across:
- Meeting notes and call summaries
- Emails and documents
- CRM fields and structured data
- Historical records and uploads
You don’t need to remember where the information is stored. You just ask, and get an instant answer.
Examples in Action
- “What are the Dupont family’s retirement goals?”
- “Quels sont les héritiers mentionnés par Jean lors du dernier appel?”
- “Show me which clients discussed ETFs in the last quarter.”
- “Which clients haven’t had a meeting in the last 6 months?”
AskBloks pulls the insights from your actual client history, not generic data.
Why This Matters
- For advisors: More confidence before every client interaction.
- For firms: Stronger succession planning, since client knowledge is searchable and transferable.
- For compliance: Answers are linked to the underlying source (notes, docs, transcripts) for verification.
- For clients: They feel seen, heard, and remembered — without having to repeat themselves.
Secure by Design
AskBloks is built for regulated industries:
- SOC 2 certified infrastructure
- AES-256 encryption at rest, TLS 1.2+ in transit
- Canadian, U.S., and EU data residency options
- Consent-based meeting capture
Your client insights stay yours — private, secure, and audit-ready.
The Competitive Edge
In a crowded market, remembering the details is what sets advisors apart. Clients don’t expect you to memorize everything — but they do expect you to know.
With AskBloks, you always do.