Zocks Advisor Intelligence
zocks-advisor
Meeting intelligence skills for financial advisors: attrition risk, tax planning, and client insights powered by Zocks.
What is Zocks Advisor Intelligence?
Zocks Advisor Intelligence provides seven specialized skills for wealth management professionals to analyze client relationships and opportunities. It requires the Zocks MCP connection and delivers behavioral profiling, attrition prediction, asset pipeline tracking, and tax planning analysis directly from structured meeting data.
- Analyze behavioral profiles and relationship temperature from client meetings
- Identify attrition risk and rank clients by retention priority
- Track held-away assets and build acquisition pipelines
- Generate client journey dossiers and annual review packages
- Recommend next-best actions for client engagement
- Scan for two-horizon tax optimization opportunities
How to install Zocks Advisor Intelligence
Claude Code install command.
/plugin install zocks-advisor@claude-plugins-officialWorks with
Agents this plugin has been detected to support.
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