zocks-communications/zocks-advisor
claude-codeSeven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.
Frequently Asked Questions
What is zocks-advisor?
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.
How do I install zocks-advisor?
Visit the GitHub repository at https://github.com/zocks-communications/zocks-agent-plugins for installation instructions.
What license does zocks-advisor use?
Check the repository for license details.
What are alternatives to zocks-advisor?
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Open source: source code publicly visible
Anyone can inspect exactly what this repo does on GitHub before using it.
Reviewed by My AI Guide for relevance, quality, and active maintenance before listing.
Install in Claude Code:
/install zocks-advisor