Zocks
Analyze client conversations, patterns, and insights.
Zocks connects your AI to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, your AI can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
What you can ask
- biggest unlocked opportunity for the Morgan family
MCP connector
- Server URL
https://mcp.zocks.io/v1/mcp- Login
- OAuth
Tools
Reads data13
Skills
None in the store listings. The server needs sign-in, so we could not check it
Fireflies#71
Quo#316