Tag : Bloks

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
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Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
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......
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