Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Zocks brings personal, up-to-date context from client conversations to Anthropic’s new wealth management offering

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI platform for financial services, today announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors can now combine Claude’s advisor-specific capabilities with that context to build analyses and deliverables customized to their firm and clients.

Claude for Financial Advisors includes a library of prebuilt skills: packaged instructions for common advisor workflows that Claude applies when an advisor asks for that kind of work.

Through the Zocks connector for Claude, built on the Model Context Protocol (MCP), Zocks supplies the contextual client intelligence that these Claude skills need to produce a custom output. The intelligence is drawn directly from advisor-client interactions and grounded in what has been shared with the advisor over time, such as goals, concerns, life events, and more.

The collaboration enables Claude to reason across personal, situational client context provided by Zocks and information from MCP-connected systems of record, including CRMs and financial planning tools. As a result, it breaks down data silos to quickly complete complex tasks and create client-ready deliverables, such as a formatted tax opportunity summary or an annual review document, that reflect a client’s full, up-to-date life and financial picture.

For example, an advisor asks Claude to prepare an annual review for a specific client. Claude automatically pulls firsthand client details from Zocks along with data from other connected systems, analyzes the information, and returns a polished review document built on the firm's own template. The advisor doesn’t need to remember, gather, and supply context, or upload files manually.

“Zocks captures the substance of every client conversation, and Claude turns it into personalized planning work we could not have produced by hand,” said Brad Stoehr, a financial advisor at Elsass Financial Group. “Together, they let us give every household a tailored experience while still running as a lean team. The conversation inside our firm has shifted from whether something is possible to what we want to build next.”

"AI is quickly becoming a standard part of how advisors work throughout their day, and they are interacting with it in multiple ways,” said Mark Gilbert, CEO and Co-founder of Zocks. “When Claude has access to rich client context, it produces much more nuanced, personalized work that reflects the whole relationship, not just the numbers. We’re excited to be an early collaborator in Claude’s growing AI ecosystem.”

“The financial services industry is particularly challenging for AI because it's strictly regulated and success depends on the trust an advisor has built with clients,” said Peter Nolan, Head of Asset and Wealth Management at Anthropic. “Claude for Financial Advisors gives firms the flexibility to shape Claude to the way they actually run their business, and Zocks brings what each client has shared with their advisor into that work."

The connection between Zocks and Claude runs on the Zocks MCP connector, which launched in April 2026. It allows AI tools like Claude to search, read, and reason over external sources of information, like Zocks, using natural language. Setup takes minutes without any code or IT involvement.

Claude connects to Zocks using OAuth 2.0, the same authentication standard used by bank-level financial applications, and can only access data an advisor already has permission to see in Zocks. The connection is read-only, so Claude can view client intelligence through Zocks MCP but cannot alter it, and access ends immediately upon disconnection.

More Information and Availability

Claude for Financial Advisors with the Zocks connection is available now. For more information, visit zocks.io/integrations/claude.

About Zocks

Zocks is the privacy-first, agentic AI Platform for financial advisors and financial firms. Its AI assistant saves advisors 10+ hours a week by automating manual tasks and turning every client conversation, email, and document into structured data that’s deeply integrated with a firm’s technology stack and AI ecosystem. Advisors can build plans and onboard clients faster, find growth opportunities, anticipate servicing needs, and ultimately grow their business — all in a platform built with enterprise-grade compliance, reporting, and controls.

More than 5,000 firms, including 6 of the 9 Barron’s Top Mega RIAs and 2 of the top 3 life insurance carriers, rely on Zocks, the #1 rated AI Assistant for Financial Services on G2. Join leading companies like Carson Group, Osaic, Kestra Financial, Hightower, and Ameritas; learn more and start a free trial at zocks.io.