Bloks

Bloks captures virtual meetings on Teams, Zoom, Meet, and Webex without a notetaker bot joining the call, so your client never sees an unfamiliar participant. Notes come back compliant and structured the moment the meeting ends. In-person meetings and imported phone recordings run through the same pipeline via the mobile app.

Instead of relying on fields you fill in by hand, Bloks builds rich profiles from your real interactions and keeps them current as new meetings, calls, and emails arrive. Over time the profile reflects what actually happened with a client, not what someone remembered to type.

Before each client conversation, Bloks surfaces what was said, what's unresolved, and what comes next. This advisor meeting prep runs in the background, so you walk into a review already prepared without digging through old notes or scrolling a CRM timeline.

Tasks, commitments, and next steps are generated from conversations and tracked across the team. This client follow-up software stops relying on one person's memory, which matters most when a practice grows past a handful of clients.

As an AI notetaker for advisors, Bloks captures meetings, calls, and emails, then turns them into structured notes and tasks. It works without a bot on the call, so the client experience stays clean from start to finish.

You can query your entire book of business in plain language and get an answer instead of a report to assemble. Questions like "what did this client flag about tax planning" pull from the records Bloks already maintains.

Bloks generates KYP and compliance documents from your conversations. The drafting starts from real client discussions rather than a blank template, which trims the most repetitive part of compliance paperwork.

Bloks starts alongside the CRM you run today and keeps it current, or it works with no CRM at all. Confirmed integrations cover Salesforce, Wealthbox, Equisoft, and Laylah; practices that depend on other tools should confirm coverage with the team first.