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Give every client the depth of your best-prepared review
The Zocks Advisor Intelligence plugin gives Claude seven skills built for advisors. It turns everything your clients have told you into a personalized letter, deck, or next best move in minutes.
Deliver tailored advice faster, every time
See the next best action for any household
Next Best Action names the highest-value move for a household and links every fact to its meeting. Then it shows the three runner-ups and why each one ranked where it did.
Build the annual review from two years of conversation
Household Review Pack returns goals then versus now, decisions taken, and every commitment you made with the date you said it. Follow-ups produce the client letter and a review deck on your template.
See a household's full relationship history
Client Journey assembles a lifecycle timeline, a relationship tree including beneficiaries you've never met, and every fact on record with its date. Client-ready, so you can walk them through it.
Know how a household makes decisions
Client Behavioral Profile reads what motivates a family, what they're afraid of, and who actually decides. You get a stance for the next conversation: tone, opening line, what to bring.
See what clients said about outside money
Held-Away Radar pulls mentions of outside money from your recent conversations: old 401(k)s, inheritances, business sale proceeds. Ranked by household, so you can see where the consolidation conversation stalls.
Scan a household for tax opportunities
Tax Opportunity Scan returns current-year items with deadlines and multi-year strategies, each cited to the meeting it came from. Ask for the handoff and it writes the note for their CPA.
Rank your whole book by attrition risk
Client Attrition Risk sweeps your book and lists every household that has gone quiet. Then it goes deep on the top five by default, with why each one is at risk and an opener in the client's own words.
How Zocks Advisor Intelligence works
Seven skills that run on the client intelligence Zocks builds from every conversation.
What It Is
A Claude plugin bundling seven skills. Install once from Claude's plugin directory.
The Seven Skills
Next Best Action, Household Review Pack, Client Journey, Client Attrition Risk, Held-Away Radar, Tax Opportunity Scan, Client Behavioral Profile.
Automation
Skills can be set to run on a recurring schedule that you choose.
Output
Interactive report or document, chosen at the start of the run. Filter, sort, and expand any row to the meeting behind it.
Data Source
Your own Zocks client intelligence. No transcript upload or other connector is required.
Security & Privacy
Read-only, inherited from the Zocks MCP connection. Each advisor's access is scoped to their own clients.
Cost
Free to install. Requires an active Zocks subscription with MCP enabled.
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FAQs
Yes. Every skill checks for a live Zocks MCP connection and will not run without one. There is no transcript upload path and no other connector that works in its place.
A prompt is a question you write from scratch every time. A skill is a written procedure: which data to pull, in what order, how to rank it, and what the output must never claim. It runs the same way for every advisor in your firm.
Zocks Client Queries searches your whole book across your entire conversation history and connected systems to return the clients who match your query. The Claude skill like Held-Away Radar accesses your more recent conversation history to uncover a list of clients with outside money to act on now.
Any paid Claude plan: Pro, Max, Team, or Enterprise. For advisors handling sensitive client data, we recommend Team or Enterprise for added privacy.
Most are internal. Client Journey is built to walk a client through, and Household Review Pack produces a client letter and a review deck on your template. Everything else is for advisors and their teams.