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

Wealth Management EDGE Conference, 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.

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.

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“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.”

SOURCE: PRWeb