zocks-advisor Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechThe explanation below is AI-generated. Please verify it against the sources.
zocks-advisor is a Claude plugin bundling seven skills for financial advisors, each of which draws on meeting data structured by the Zocks platform. According to the README, the skills cover client behavioral profiling, attrition-risk ranking, held-away asset tracking, client journey dossiers, household review preparation, next-best-action recommendations, and a tax opportunity scan. The plugin requires an active Zocks account together with its MCP connector, and the README states the skills will not operate without that connection. Outputs are designed to be evidence-linked, drawn only from the advisor's own Zocks meeting history, without fabricated figures, and without storing client data beyond a local brand-kit folder. The README frames these as internal decision-support tools for a licensed advisor rather than automated client communication.
About the service
Zocks is described in the README as a service that records and structures financial advisors' client meeting conversations, including sentiment, topics raised, financial profiles, life events, family relationships, and firm-wide conversation analytics, made accessible to Claude through an MCP connector.
What you can do with zocks-advisor
- Get a quick relationship read or a full behavioral profile before a client call, via client-behavioral-profile
- Get a prioritized list of households going quiet with suggested outreach openers, via client-attrition-risk
- See held-away assets mentioned in meetings grouped by household, via held-away-radar
- Produce a client-presentable dossier of a household's history and life events, via client-journey
- Prepare an annual review summary, along with a client letter and deck draft, via household-review-pack
- Get one evidence-linked recommendation for a household's next move, via next-best-action
- Review a household's tax situation for missed items and open questions, via tax-opportunity-scan
Sources
History of zocks-advisor
- Claude Code Plugin Added zocks-advisor