Automatic background capture
Captures meetings, calls, emails, notes, LinkedIn profiles, and company websites in the background so advisors do not need to enter the same information twice.
Bloks
ClaimBloks is an AI operating system for financial advisors that captures client interactions, builds structured profiles, and tracks follow-ups, with or without a CRM.
What Bloks is
Bloks is an AI operating system for advisors that the company calls an "Un-CRM." It is built to capture client interactions automatically, turn them into structured records, and keep profiles, tasks, and briefs current without manual data entry.
The product can work on its own or alongside an existing CRM. Its stated purpose is to reduce administrative work while helping advisors stay prepared for meetings, track commitments, and keep client information organized across the whole practice.
Core capabilities
Self-updating people profiles
Builds and updates client profiles from real interactions, with structured information pulled into the relationship record over time.
Pre-meeting briefs
Creates context before meetings by summarizing past interactions, surfacing relevant insights, and showing participant and company context.
Workflow and follow-up tracking
Generates and tracks tasks, follow-ups, commitments, coaching notes, and next steps so work moves forward across the team.
Document generation from conversations
Produces AI meeting notes, KYP letters, summaries, and other client-ready documents from conversations rather than from scratch.
Searchable practice knowledge
Lets users ask questions across their book of business in plain language and retrieve answers grounded in meetings, emails, and notes.
Where it fits
Client meetings and note taking
Use Bloks to capture meeting context automatically, produce structured notes, and keep follow-up items moving without manual transcription or copy-paste.
Pre-meeting preparation
Use it before a meeting to review past interactions, participant context, and company background so you can walk in prepared.
Team collaboration
Use Bloks across a team to share current relationship records, coordinate follow-ups, and keep commitments visible to everyone involved.
Practice knowledge lookup
Use the search and brief features to ask questions across your book of business and retrieve details from conversations, emails, and notes.
Compliance and document drafting
Use the document generation features to turn conversations into KYP letters, summaries, and other client-facing materials.
Pros and Cons
Pros
- Captures common advisor workflows automatically, including meetings, calls, emails, notes, and related context.
- Works standalone or with an existing CRM, so it does not require a full rip-and-replace approach.
- Supports team usage with shared records, tracked commitments, and operational support for assistants.
- Includes security and data-handling statements on the site, including SOC 2 Type II certification and Canadian data residency.
- Offers practical outputs such as briefs, structured notes, follow-up tracking, and client-ready documents.
Cons
- The source material does not spell out every integration, workflow limit, or setup requirement.
- Pricing is shown in plan tiers, but the public pages do not provide a full feature-by-feature comparison or all usage limits.
FAQ
Does Bloks need to replace my CRM?
Bloks is designed to work alongside how you already work. The product description says it can operate standalone or directly with a CRM, and the product page describes it as the AI operating system your practice runs on.
What does Bloks capture and organize?
The source says meetings, calls, emails, notes, LinkedIn profiles, and company websites are captured in the background, then turned into structured profiles, briefs, tasks, and summaries.
What kinds of plans does Bloks offer?
The pricing page shows an Advisor primary license, an Assistant add-on for operational support, and an Enterprise plan for teams of 20+ with centralized admin, audit trails, retention, and a dedicated success manager.
How does Bloks address security and data handling?
The site says Bloks is SOC 2 Type II certified, data is never used for AI training, client consent is flexible, and the product supports Canadian data residency.
Which meeting tools and CRMs does Bloks support?
The product page says Bloks works across Teams, Zoom, Google Meet, Webex, in-person meetings, and mobile calls, while also syncing with CRMs such as Salesforce, Wealthbox, Equisoft, and HubSpot.
Quick Facts
- Category
- AI operating system / CRM workflow tool
- Primary users
- Financial advisors and advisory teams
- Deployment
- Web-based service
- CRM mode
- Standalone or CRM-connected
- Pricing
- Advisor, Assistant, and Enterprise plans are listed
- Website
- bloks.app