Bloks
Customer Engagement Platforms · Canada · 1-10 Employees
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Overview
Headquarters
26 Rue Bellevue, Cantley, Quebec, J8V 3B...Website
bloks.appRevenue
<$5 MillionIndustry
About Bloks
Bloks is an Un-CRM designed specifically for financial advisors, streamlining the management of client files, meeting notes, follow-ups, and forms without the need for manual data entry. It operates independently or alongside existing CRMs, ensuring that all client information is kept current and accessible. The platform is SOC 2 Type II certified, compliant with Canadian data residency laws, and does not use client data to train AI models. Bloks aims to enhance productivity for financial advisors by automating routine tasks and providing a seamless client management experience.Explore more
Bloks Org Chart
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Bloks Tech Stack
A closer look at the technologies used by Bloks
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Bloks is an Un-CRM designed specifically for financial advisors, streamlining the management of client files, meeting notes, follow-ups, and forms without the need for manual data entry. It operates independently or alongside existing CRMs, ensuring that all client information is kept current and accessible. The platform is SOC 2 Type II certified,... Read More
