Zocks
Zocks Communications, Inc. v2.0.0
Publisher description
From the marketplace listing
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.
Language: English · Automatically detected from descriptions.
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Publisher subtitle
Analyze client insights
Publisher description
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.
Files & skills
File archives
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Zocks Communications, Inc.
Package observed Oct 3, 2026.
Technical details
- First seen
- Sep 30, 2026 · 22:02 UTC
- Last seen
- Oct 3, 2026 · 18:00 UTC
- Collection status
- Collected
plugin_asdk_app_69b81336ad2c819194ef02ac493dc01d
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