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:
Stop by Kiosk 98 for a demo, free trial, quick coffee and chance to win Meta glasses.
Save hours on prep, note‑taking & data entry.
Arrive prepared with blazing-fast pre-meeting briefs.
Instant follow-ups with one-click summaries and tasks.
360° relationship intelligence: Calls, calendar, docs, email & the web.