Bloks

Overview

Bloks AI centralizes calls, emails, documents and market updates into a searchable knowledge base, auto‑mapping content to contacts and companies. It instantly summarizes meetings, creates action items and next‑step reminders, preserving compliance and data security for financial and advisory teams.

From the official site

Bloks is the Un-CRM for financial advisors. AI tools that take the notes, update the files, fill the forms, and track the follow-ups. Try it free.

The text above is quoted from this tool’s official website — the vendor’s own words.

How to use it

1. Register at bloks.app and create your first work item
2. Import the material you want to process
3. State the output requirements and format, adding background as needed
4. Review the result and export, iterating once more if necessary