Zocks
Financial advisor client workflows
Skills for Zocks client reviews, meeting preparation, relationship analysis, and advisor follow-up.
Featured skills
client-attrition-risk
Finds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past...
client-behavioral-profile
Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or...
client-journey
Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits...
held-away-radar
Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside...
household-review-pack
Prepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed...
next-best-action
Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing...
tax-opportunity-scan
Builds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons —...
ZoomInfo
Account intelligence and sales
Skills for ZoomInfo account research, relationship analysis, pipeline work, and sales handoffs.
Zscaler, Inc.
Network and cloud security
Skills for Zscaler connectivity troubleshooting, policy investigation, and security operations.
Zuora
Subscription commerce and pricing
Skills for Zuora pricing design, commerce configuration, and acceptance-test preparation.