AI Productivity Assistant
What is Bloks and what problem does it solve?
Bloks is an AI-built, relationship-driven workspace that weaves calls, emails, documents, and market updates into one private knowledge base. It preps you for meetings, tracks your commitments, and builds a self-organizing knowledge base across all of your relationships, so you have full context at a glance and CRM-ready data.
Who is Bloks designed for?
Bloks is designed for professionals who manage relationships and workflows across teams, including:
- Wealth managers & financial advisors
- Insurance brokers & advisors
- Venture capital & private equity teams
- Consultants, coaches & agencies
What is 360° Relationship Intelligence?
360° Relationship Intelligence combines your communications, documents, and updates into a single, private knowledge base. It gives you complete context on each relationship—across people and companies—so you can act with insight in every interaction.
How does Bloks organize data and keep it audit-ready?
Bloks intelligently maps notes, transcripts, emails, and documents to the right people and companies, ensuring your data is always structured, searchable, and CRM-ready. It also provides audit-ready trails to support compliance and governance.
What are the main AI features, including Smart Summaries, Follow-Ups, and Ask Bloks?
- Smart Summaries & Follow-Ups: After each meeting, Bloks generates summaries, follow-ups, and next steps that you can share, search, and act on.
- Ask Bloks: You can ask Bloks in plain language for instant answers, helping you find information quickly without manual digging.
- These capabilities combine to speed preparation, improve recall, and shorten cycles.
How does Bloks ensure security and compliance?
Bloks is built with bank-grade security and compliance in mind. It features:
- SOC 2 certified infrastructure
- End-to-end encryption (TLS in transit; AES-256 at rest)
- Regional data hosting options to support residency needs
- Data privacy controls that keep your data private and under your control
Where is my data stored and can I choose data residency?
Bloks supports data residency compliance with regional hosting options in Canada, the United States, and Europe, helping you meet legal, regulatory, or client-specific requirements.
Do I own my data and is it used to train AI?
Yes. You own your data. It remains private, is never shared, and is never used to train AI models. Only your organization can access it.
How does Bloks integrate with my CRM and data sources?
Bloks automates data extraction and synchronization from conversations, documents, emails, websites, and market updates to keep CRM data up to date. This helps you maintain a structured, searchable knowledge base without intrusive interruptions to your workflow.
What industries or roles benefit most from Bloks?
Bloks is especially valuable for teams and professionals who advise clients, source deals, manage policies, or coach executives—across wealth management, insurance, venture investing, consulting, coaching, and agencies.
How can I get started and what are pricing options?
You can start for free and explore Bloks right away. For detailed pricing and plan options, refer to the Plans and Pricing page. For enterprise pricing or customized quotes, contact the Bloks team directly.
Are there customer stories or case studies I can read?
Yes. Bloks has numerous customer testimonials and case studies showcasing time savings, deeper client engagement, and productivity gains. Quotes and case studies highlight how professionals have transformed their workflows with Bloks.
How can I contact Bloks or get support?
Bloks offers various resources for support and information, including a Support Center, Trust Center, and general contact options through the site. You can also book a demo or start for free to see Bloks in action.
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