Assistant
$69 / month
- Add-on for license holders
- Enrich pre-meeting briefs
- Coordinate follow-ups
- Calendar sharing
- Maintain profiles & CRM
Overview
Bloks functions as an "Un-CRM" specifically tailored for wealth and insurance advisors, aiming to automate administrative tasks and give back time. The system operates in four key steps:
How Bloks Works
- Capture: It automatically captures all interactions, including meetings, calls, emails, notes, LinkedIn profiles, and company websites, in the background without requiring manual data entry or configuration.
- Structure: Bloks then processes this captured information to build rich, detailed client profiles based on real interactions, eliminating the need for manual field completion or forms.
- Surface: The platform proactively surfaces relevant information and briefs users on important details before they are needed, ensuring advisors are always prepared without extra effort.
- Act: It automatically generates and tracks tasks, commitments, coaching notes, and next steps across the entire team, ensuring nothing falls through the cracks and follow-ups are managed efficiently.
This system is designed to work standalone or integrate with existing CRMs, providing a consistent and up-to-date view of every client across the team. It aims to make exceptional client service repeatable and scalable by coordinating team efforts and capturing opportunities automatically.
Key features
- Automated meeting, call, and email capture
- Self-building client profiles
- Automated task and commitment tracking
- Pre-meeting briefs
- Query entire client book in plain language
- Document creation from conversations
- CRM integration
- Team collaboration and alignment
Who uses it
Canada's wealth and insurance advisors, financial advisors, and their teams.
Pros
- Automates administrative tasks like note-taking and profile updates
- Requires no setup or training for immediate value
- Enhances client meeting preparedness with pre-meeting briefs
- Improves consistency and compliance across client interactions
- Works standalone or integrates with existing CRMs
Cons
- Primarily targets wealth and insurance advisors, limiting broader applicability
- No explicit pricing plans are publicly displayed, requiring direct inquiry after trial
- No mention of mobile or desktop applications for on-the-go access
- Focuses on Canadian data residency, which might not suit international users
Our take
Bloks offers a specialized AI solution for financial advisors to streamline client management and administrative workflows. Its automated capture and structuring capabilities aim to enhance productivity and ensure consistent client service.
Pricing plans
Advisor
$89 / month
- AI meeting notes, no bots
- Self-updating profiles
- Smart pre-meeting briefs
- Generate KYPs & documents
- CRM sync
Enterprise
Custom
- Tailored for teams of 20+
- Team-wide intelligence
- Centralized admin & billing
- Audit trails & retention
- Dedicated success manager
Pricing details are provided for reference and may differ from the vendor's current plans.
Comments
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