Bloks

About

Bloks, Inc. is an AI-powered relationship intelligence platform based in Ottawa, Canada, founded in 2021. The company focuses on helping financial professionals and business users automate meeting notes, organize client information, and manage relationships through intelligent data synthesis. The founders have extensive experience in building productivity applications, having previously developed Tungle and Foko. The platform offers several key features, including AI-powered meeting intelligence that captures and transcribes meeting notes and conversations, creating structured summaries. It also includes a relationship intelligence engine that acts as a personal CRM, providing a comprehensive view of client interactions. Bloks automatically integrates with CRM systems like Salesforce and Affinity, streamlining data management. Additionally, the "Relationship GPT" feature allows users to ask questions in plain language and receive instant insights from their relationship data. Bloks is designed for relationship-driven professionals such as wealth managers, insurance brokers, and consultants, and it adheres to strict security and compliance standards.