Bloks review
A focused meeting assistant for advisor workflows, CRM updates, and compliance documents.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Bloks is an AI meeting assistant and relationship-intelligence platform for financial and insurance advisors. It captures virtual, in-person, and mobile conversations without a meeting bot, then creates structured notes, searchable transcripts, audio playback, summaries, action items, follow-up email drafts, and CRM updates. Bloks also supports pre-meeting briefs, client profiles, compliance documents, and plain-language search across relationship data. It runs on macOS, Windows, iOS, and Android, with support for Microsoft Teams, Zoom, Google Meet, Webex, in-person meetings, and mobile calls.
Pricing is organized around advisor and team workflows. The Advisor plan costs 89 per month and includes botless AI meeting notes, self-updating profiles, smart pre-meeting briefs, KYP and document generation, and CRM synchronization. The Assistant plan costs 69 per month as an add-on for license holders, adding enriched pre-meeting briefs, follow-up coordination, calendar sharing, and profile and CRM maintenance. Enterprise uses custom pricing for teams of 20 or more and adds team-wide intelligence, centralized administration and billing, audit trails and retention, and a dedicated success manager. A 14-day full-featured trial is available.
Bloks is particularly suited to practices already working with Salesforce, Wealthbox, Equisoft, HubSpot, Google Calendar, or Microsoft Calendar. Its combination of relationship search, two-way CRM synchronization, consent workflows, configurable retention, audit trails, encryption, SOC 2 Type II certification, and Canadian data residency fits regulated advisory operations. Teams seeking a general-purpose meeting note tool may prefer a broader, lower-cost option, especially if they do not need CRM workflows or compliance documents. Financial-services teams that want structured follow-up and relationship intelligence should find the product’s narrow focus more relevant.
Bloks pros and cons
- Where it wins
- Captures meetings without bots across desktop and mobile apps
- Combines summaries, assigned actions, briefs, and CRM synchronization
- Supports KYP and compliance document generation with audit trails
- Where it doesn't
- No perpetual free plan; the trial lasts 14 days
- Advisor costs 89 per month, while Assistant costs 69 per month
- Its CRM and relationship-data focus may not suit general meeting teams
Bloks fact sheet, pricing and score →
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