Example prompts
3 from the official listing
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Zocks biggest unlocked opportunity for the Morgan family
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Mention Zocks by name in your message, as the official examples do.
How to use Zocks in ChatGPT
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Open Zocks in ChatGPT’s plugin directory
Open Zocks’s page on chatgpt.com. Sign in to ChatGPT if you are not already.
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Install it from that page
Choose Install plugin there. It adds the Zocks app to ChatGPT.
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Mention Zocks in a chat
Start a new chat and name it in your request, for example: “Zocks, biggest unlocked opportunity for the Morgan family”
Availability can depend on your ChatGPT plan, your region and, on work accounts, your admin’s settings.
What Zocks does
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.
From the official listing, written by Zocks Communications, Inc.
What Zocks can access
The official listing names no Read or Write capability for Zocks. Check what it asks for when you add it, and connect only the accounts you want it to use.
Before you connect it
OpenAI’s plugin pages note that a connected plugin may receive relevant parts of your chats to answer a request, and that Zocks Communications, Inc’s own terms and privacy policy then cover that data. You can disconnect a plugin later in ChatGPT’s settings. Read the privacy policy (zocks.io) and terms (zocks.io).
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