Every past client meeting, searchable by what was said.

Your firm's past client meetings become something Claude can draw on: what a client said about a goal, which topics never got a follow-up, what changed in their life this year.

What it is

Zocks' own hosted server that brings your firm's meeting intelligence into Claude. Zocks turns advisor-client conversations into summaries, client profiles, goals, life events and planning signals; this server lets Claude read them when you ask about a client. Claude writes the answer; Zocks supplies the meeting data behind it.

What you get

A client's motivators, concerns and goals across all past meetings
Everything discussed with a household on a topic over a period
Your most recent advisor meetings scored and evaluated
Financial planning gaps found for any household
Client sentiment and engagement tracked over time
Meeting transcripts scanned for compliance and suitability concerns
Referral opportunities found in client conversations
Discovery talk tracks and coaching material built from real advisor meetings

Requirements

An active Zocks account with access to the relevant meetings; it is included with your Zocks account.
Claude access must first be switched on in Zocks, and a Claude admin must add Zocks as a connector before each person connects their own account.
You sign in with your Zocks login and see only the meetings you can already see in Zocks.
By default Claude asks before each Zocks query; set the tools you use often to Always allow in the connector settings.

Setup effort

Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen