Zocks Advisor Insights
Turns client meeting notes into advisor insights like attrition risk.
by Zocks
What it does
Uses meeting intelligence from Zocks to build client profiles, flag clients at risk of leaving, and spot held-away assets. It also creates household review packs, next-step suggestions, and tax opportunity scans.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and investors and people researching markets.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Needs a Zocks account and accesses your client meeting data. Not professional tax or financial advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.