What Every Advisor at EDGE Will Be Talking About

Experience 360° Relationship Intelligence: Way more than just another AI note-taker.

Book Onsite Demo

Built from the ground up with bank-level security and compliance

“I can’t believe something that took me two minutes to set up is saving me 8 hours every week.”

Your 360° Relationship Intelligence Edge

Bloks goes well beyond note-taking, building a deep AI-powered client knowledge base by analyzing your emails, meetings, documents, and web data—keeping you one step ahead.

With this integration, advisors can:

Capture virtual and in-person meetings.

No pesky bots joining calls and no integration required.

Push structured meeting summaries directly into your CRM.

Keep your notes organized and compliant—automatically synced to the right contact or company.

Extract and sync CRM-like people and company profiles.

Bloks turns conversations, documents, and public data into rich, searchable briefs—no manual entry required.

Leverage Ask Bloks, your Relationship GPT.

Prep for meetings, surface key insights, and analyze your book of business—instantly, using plain language.

Trust in bank‑grade security & compliance.

Encryption + SOC 2 certified—trusted by leading financial institutions worldwide.

How the Kiosk Demo Works

Stop by Kiosk 98 for a demo, free trial, quick coffee and chance to win Meta glasses.

1

Book a time on Marc’s Calendar or swing by Kiosk 98 for an espresso.

2

Scan your QR code and launch your own personalized Bloks workspace.

3

Watch us build a call brief, capture a live note, and sync to CRM—all in under 5 minutes.

4

Use Bloks’ Smart Capture technology FOR FREE for the rest of the conference

Trusted by individuals at

Meet the Bloks Team

20-year productivity pioneers (100 M+ users) now channeling that know-how into next-gen 360° Relationship Intelligence.

Marc Gingras

CEO

Vision for AI in wealth management

Chadwick Carlson

Head of Product

Integrations & security

Lindsey Eckerd

GTM Lead

Eliminating CRM busywork

Why 360° Relationship Intelligence for Advisors

Save 5+ hours/week

Save hours on prep, note‑taking & data entry.

Arrive prepared

Arrive prepared with blazing-fast pre-meeting briefs.

Instant follow‑ups

Instant follow-ups with one-click summaries and tasks.

360° relationship intelligence

360° relationship intelligence: Calls, calendar, docs, email & the web.

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