Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors.
Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest standards for security and compliance.
“AI-generated notes and CRM updates are table stakes now. The secret weapon for financial advisors is turning those touchpoints into 360° Relationship Intelligence—context that drives every conversation,” said Marc Gingras, CEO & Co-Founder of Bloks.
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Bloks connects to leading CRMs such as Salesforce, Affinity, HubSpot (beta), and now Wealthbox—plus your email, calendar, every major meeting platform, and curated internet sources to deliver the most comprehensive client intelligence available today. Even better, it takes under two minutes to set up and runs quietly alongside the tools advisors already use. What the Integration Delivers:
- Structured sync in a click – Send Bloks’ meeting summaries, tasks, and relationship profiles straight into Wealthbox notes and contact records.
- 360° data gathering – Pulls context from conversations, emails, documents, calendars, and the web to create deep, always-fresh profiles.
- Ask Bloks — your Relationship GPT – Prep for meetings, surface hidden opportunities, or run quick analyses with natural-language prompts.
- Two-minute setup, 5–8 hours saved weekly – Early adopters reclaim nearly a full business day—without changing workflows.
Secure by Design:
Bloks employs SOC 2-aligned controls, encrypts data in transit and at rest, and runs in a segregated AWS environment that meets FINRA/SEC electronic records guidelines. Full details are available in the Bloks Trust Center.
“Wealthbox is designed to make it easy for advisors to stay organized and connected,” said Charlie Fargo, Head of Partnerships at Wealthbox. “This new integration with Bloks builds on that promise—bringing AI-powered insights and automation right into Wealthbox, without adding complexity.”
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