Bloks: The Un-CRM

Bloks. The Un-CRM for financial advisors. Your CRM takes your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could, so each person feels like your only client. WHAT DISAPPEARS FROM YOUR WEEK • Never take meeting notes again. • Never update a client file again. • Never fill out a form again. • Never write a follow-up from scratch again. • Never walk into a meeting cold again. • Never forget a commitment again. HOW IT WORKS ON YOUR IPHONE • Calendar: your day at a glance, with a brief ready for every meeting. Who you're meeting, what changed since you last met, and what you still owe them. • Record: tap the mic for any meeting, call or in-person visit. Bloks writes the notes, updates the client file and drafts the follow-up. No bots join your calls. • Follow-ups: every commitment becomes a task with a name and a date, tracked across your team until it's done. • Contacts: client profiles that build and update themselves, from the family details to the long-term goals. • Chat: ask anything about anyone, in plain language. What did we agree in March? Who mentioned a property purchase this year? What's the name of his dog? Bloks works with Teams, Zoom, Google Meet and Webex, in person and on the phone. It works on its own, or alongside the CRM your practice already has. BUILT FOR A REGULATED INDUSTRY • SOC 2 Type II certified • Canadian data residency • PIPEDA compliant • Encrypted at rest and in transit • Your data is never used to train AI models • Flexible client consent WHAT ADVISORS SAY “1 full day back, every week.” Matthew Arthur, Certified Financial Planner, Arthur Wealth Management “0 setup, value within hours.” Luca Talarico, Financial Security Advisor, LT Planning Services Inc. Bloks is used by advisors at the Desjardins Independent Network, Financial Horizons and Empire Life's TruStone, and across several of Canada's other major dealer and insurance networks. You're never on your own. A real person at Bloks helps you get set up. A Bloks account is required. Try it free at bloks.ai. Every client, your only client.