Text manipulation with simple commands, from summarization to translation, and instant AI-powered responses in any text field.
Bloks
Automate note-taking, generate action items, and set reminders for better organization and productivity.
Bloks offers a CRM-like system for financial advisors, handling meeting notes, client files, follow-ups and forms while keeping data in Canada and meeting SOC 2 Type II standards. It suits financial advisors seeking streamlined client management.
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