Zocks connects 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, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
How to use
- 1Add it in ChatGPT
Open Zocks in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Zocks, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “biggest unlocked opportunity for the Morgan family”
- “deepest financial fear for the Thompson family”
- “strongest emotional driver for Paula”