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 p