It’s 9:45 AM, and Emma, a senior financial advisor, is preparing for her 10:00 AM KYC meeting with a new client, David. She opens Bloks on her laptop, and right away, the calendar view gives her a clear view of the day’s meetings. Clicking into the KYC session, she’s presented with a pre-meeting brief.
In seconds, she sees David’s LinkedIn profile, a summary of their last conversation, and a few key details automatically pulled in: he’s newly incorporated, wants to talk about retirement planning, and recently asked about RESP accounts for his kids.
She skims the summary template selected for this meeting — it’s tailored for KYC compliance, with sections like “Financial Objectives,” “Risk Tolerance,” and “Regulatory Disclosures.” Everything she needs is structured and ready.
The Meeting Begins
At 10:01, Emma joins the Zoom call. Bloks’ minibar pops up automatically — no buttons to press. The Autopilot feature starts capturing the conversation, recording both her voice and David’s with crystal clarity.
As they talk, Bloks does its magic behind the scenes. Speaker ID picks up their names from the Zoom interface and begins labeling who’s speaking. Emma doesn’t think twice about it.
David starts sharing screens to show a spreadsheet of his assets. Emma knows this part is important, so she hits the Highlight button. Instantly, a screenshot is taken, and that moment is bookmarked — both visually and in the transcript — so she can return to it later.
Emma also uses the manual notes window to jot a few things down:
“Wants conservative growth”
“Unclear on RRSP limits”
These notes sync with the transcript, giving her personal context layered on top of the AI capture.
After the Meeting
The moment she clicks “Leave Meeting,” Bloks shifts from “Taking Notes” to “Finalizing Summary.” While Emma grabs a coffee, the summary is compiled — organized exactly how she prefers, using her selected template.
She comes back to find a rich, timestamped summary:
Risk profile: Moderate to Low
Wants to start RESP contributions in Q3
Interested in TFSA but unsure about limits
Each section is linked to the exact moment in the transcript and audio. If compliance ever has questions, she can jump to the exact part of the conversation in one click.
The speaker talk time chart shows David did most of the talking — a good sign for Emma, who wants her clients to feel heard.
Before archiving, she updates the tags — #KYC, #TFSA, and tags David’s company. Everything is searchable for future reference.
Finally, she clicks the “Copy Transcript” button and pastes it into her CRM and internal compliance notes. No extra formatting needed.
The Outcome
Emma walks away with a complete, structured record — without typing a single note during the meeting.
Bloks gave her:
Full focus during a trust-building moment
Automated, compliant documentation
Personal context she can return to in months — or years — when she reconnects with David
For Emma, Bloks isn’t just AI. It’s her silent partner, ensuring every client interaction is professional, personal, and protected.