Add-ons · PluginBusiness & OpsReviewed

zocks-advisor

Seven skills for financial advisors on Zocks meeting intelligence: client profiles, attrition risk, held-away assets, journey dossiers, household reviews, next-best-action and tax opportunity scan.

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Kind: Plugin
Works with: Claude Code
Source: anthropics/claude-plugins-official @ 58267944f921
Path: .claude-plugin/marketplace.json#zocks-advisor
License: Apache-2.0
Jobs: Automation

InstallInstall it from a plugin marketplace.

/plugin install zocks-advisor@claude-plugins-official

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.
Source: https://github.com/zocks-communications/zocks-agent-plugins.git
{
  "name": "zocks-advisor",
  "description": "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.",
  "author": {
    "name": "Zocks"
  },
  "category": "productivity",
  "source": {
    "source": "url",
    "url": "https://github.com/zocks-communications/zocks-agent-plugins.git",
    "sha": "a3e445c139665055c2f22f25c9a9f8721a7c6355"
  },
  "homepage": "https://github.com/zocks-communications/zocks-agent-plugins"
}