Community listing · not reviewed by AgentLoomX™
This is a public open-source project indexed from a public plugin marketplace. Its developer is not an AgentLoomX™ Weaver, and AgentLoomX™ has not scanned, tested or reviewed it. Install it only if you trust the source.
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, househ…
About 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.
This open-source project is listed in the AgentLoomX™ community index from the anthropics/claude-plugins-official plugin marketplace. AgentLoomX™ has not reviewed or scanned it. Check the source before you install it.
- claude-code
- plugin
- open-source
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