Bloks delivers true 360° relationship intelligence for financial advisors—uniting elite AI-powered notetaking, 60-second pre-meeting briefs, bullet-proof compliance, and seamless granular datapoint CRM sync into one elegant workspace. The result: sharper insights, stronger relationships, and a full workday reclaimed every week.

Built on over a decade of applied AI innovation, Bloks captures and files every compliance note, surfaces next steps before your inbox even refreshes, and eliminates the redundant CRM busywork others still demand. Engineered to meet the security and retention standards trusted by global banks and leading RIAs, it gives Chief Compliance Officers peace of mind while letting advisors focus on what truly moves portfolios.

Crafted by serial entrepreneurs whose tools have powered over 100 million professionals, Bloks draws on two decades of workflow mastery. It gets up and running in minutes, runs quietly in the background, integrates seamlessly with your existing tools, and delivers measurable results from day one.