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