Zocks Launches Advisor Intelligence Plugin with Seven Skills for Claude

For best results when printing this announcement, please click on link below: Zocks Launches Advisor Intelligence Plugin with Seven Skills for Claude New Claude skills turn insights from client conversations into finished analyses and deliverables, from annual reviews to a household’s next-best, highest-value opportunity Zocks ( ), the privacy-first AI platform for financial services, today announced its new Advisor Intelligence plugin that packages seven Claude skills developed specifically for financial services workflows. The prebuilt Claude skills reason across all the client information and context Zocks has captured from past meetings and conversations over time, including goals, concerns, life events, household dynamics, and more. The skills provide instructions for applying that data to specific advisor workflows, including custom analyses and generating client-ready deliverables, packaged.