Bloks
2 known investors
Bloks is an AI-based operating system for wealth and insurance advisors that automatically captures meetings, calls, and emails to build client profiles, generate compliant notes and KYP/compliance documents, and track follow-ups. Positioned as an "Un-CRM" for financial advisory practices and teams in Canada, it works standalone or alongside an existing CRM.
AI & Machine LearningFintechSaaS
Investors · 2
Frequently asked questions
- What does Bloks do?
- Bloks is an AI-based operating system for wealth and insurance advisors that automatically captures meetings, calls, and emails to build client profiles, generate compliant notes and KYP/compliance documents, and track follow-ups. Positioned as an "Un-CRM" for financial advisory practices and teams in Canada, it works standalone or alongside an existing CRM.
- Who are Bloks's investors?
- Bloks's investors include Mistral Venture Partners, Storytime Capital.