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Zocks

Analyze client conversations, patterns, and insights.

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Zocks connects Claude 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, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.

You can use Zocks to:

Ask a question:
"What can you help me do with Zocks?"

Explore your data:
"Summarize the most recent activity in Zocks."

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Write
  • Help me develop a unique voice for an audience

    Hi Claude! Could you help me develop a unique voice for an audience? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Improve my writing style

    Hi Claude! Could you improve my writing style? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Brainstorm creative ideas

    Hi Claude! Could you brainstorm creative ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Learn
  • Explain a complex topic simply

    Hi Claude! Could you explain a complex topic simply? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Help me make sense of these ideas

    Hi Claude! Could you help me make sense of these ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Prepare for an exam or interview

    Hi Claude! Could you prepare for an exam or interview? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Code
  • Explain a programming concept

    Hi Claude! Could you explain a programming concept? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Look over my code and give me tips

    Hi Claude! Could you look over my code and give me tips? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Vibe code with me

    Hi Claude! Could you vibe code with me? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

More
  • Write case studies

    This is another test

  • Write grant proposals

    Hi Claude! Could you write grant proposals? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to — like Google Drive, web search, etc. — if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can - an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Write video scripts

    this is a test

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