What is Bloks?
Bloks AI for Relationship Intelligence integrates calls, emails, documents and market updates into a private, searchable knowledge base, automatically mapping content to the relevant contacts and companies.
The platform generates concise meeting summaries, actionable follow‑ups and next‑step reminders instantly after each call, allowing teams to focus on engagement rather than administrative work.
Designed for wealth managers, financial advisors, insurance brokers, venture capital and private equity teams, consultants, coaches and agencies, Bloks adapts to diverse workflows without disrupting existing processes.
It provides audit‑ready, end‑to‑end encryption, SOC 2 certification and regional data residency options in Canada, the U.
Bloks details
- Company
- Bloks, Inc.
- Jurisdiction
- Ontario, Canada
- Built for
- Businesses and teams
- Data residency
- Canada
- Stated compliance
- SOC 2
Compliance as stated in Bloks's own published documentation.
Bloks tech specs
- Integrations
- Salesforce HubSpot
Bloks pricing
Freemium- Free trial
- 14 days
Verify on the official pricing page.
View plansBloks's key features
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Self-organizing knowledge base
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AI-powered meeting summaries
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Manual notes integrated into AI
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Customizable note templates
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Real-time multi-language summaries
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Real-time 360° person briefs
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One-click CRM sync
Bloks use cases
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Centralize client interactions by automatically importing calls, emails, and documents into a searchable knowledge base, enabling advisors to retrieve insights and past communications during client meetings without leaving the platform.
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Use Bloks AI to summarize key takeaways and action items from advisory meetings in real time, automatically creating reminders and task assignments while maintaining compliance with data security regulations.
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Leverage Bloks AI's contact and company mapping to enrich CRM data with market updates and compliance flags, giving financial teams a single source of truth for audit-ready, relationship intelligence.
Bloks user reviews
Would you recommend Bloks?
Who is Bloks for?
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Product designers
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E-commerce sellers
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Project managers
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Content creators
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Team leaders
Bloks FAQ
Is Bloks free?
Partly. Bloks has a free plan with usage limits, and paid plans unlock the full feature set. Plans include Premium at $ 69/mo* per user and Premium at $ 89/mo per user.
Is Bloks safe to use?
Bloks states SOC 2 compliance in its own published documentation. Bloks is operated by Bloks, Inc., registered in Ontario, Canada.
What are the best alternatives to Bloks?
The closest alternatives to Bloks are tl;dv, Mymeet.ai, BrieflyAI, Meeting.ai and Tactiq. You can compare them side by side in the alternatives section further down this page.
What does Bloks do with my data?
Bloks states that customer content is not used to train its models. Its privacy policy states that personal data is not sold or shared for marketing purposes. Data may be shared with third-party service providers that help run the product. Customer data is held in Canada.
Who made Bloks?
Bloks is built and operated by Bloks, Inc., a company registered in Ontario, Canada.
What does Bloks integrate with?
Bloks connects with Salesforce and HubSpot.
Compliance, privacy and billing terms are as stated in each product's own published documentation and have not been independently verified by TopAI.tools.
