Bloks | True Relationship Intelligence
Clients count on you. You can count on Bloks.
Bloks | True Relationship Intelligence launched on March 20, 2025 with 174 votes, #232 of 7,215 launches that month and more than 95% of that year's launches. The site was still online in September 2026, 1 year on.
What it does
Bloks captures client conversations, integrates your documents, emails & trusted Internet sources, and proactively delivers insights directly into your CRM. Count on Bloks to connect the dots, so you can focus fully on clients - True Relationship Intelligence.
The Un-CRM for wealth and insurance advisors. Bloks captures meetings, updates profiles, and tracks follow-ups automatically. A full day back, every week.
Bloks is the Un-CRM — the AI Operating System for Canada's wealth & insurance advisors. Your CRM takes. Bloks gives – a full day back, every week. Every meeting, call, and email is captured automatically — building your records, updating your profiles, tracking your commitments. No configuration. No data entry. No new habits to build. Works standalone, or syncs directly with your CRM. And if new technology — especially AI — feels like a big step, you won't take it alone. A dedicated Bloks team will walk you through it live, at your pace — from your first meeting to your whole practice. Everything is captured in the background while you focus on the client: Meetings, calls, emails, notes,…from bloks.ai
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