Skip to content
Meet ClientGen for ClaudeInstall the connector and sign in

An advisor’s guide to connected AI

Your tools.
One conversation.

Claude can work with the systems your practice already uses. Choose the connections that fit your work, then bring ClientGen into the conversation when it’s time to create outreach.

Get ClientGen for ClaudeExplore Claude for advisors

An independent guide from ClientGen. These companies are not presented as ClientGen partners or customers.

01 · YOUR CONNECTED TOOLS

Bring the context.

Your CRM, planning systems and meeting tools, subject to their permissions.

02 · CLAUDE

Work through the idea.

Ask questions, prepare a plan and decide what you want to create.

03 · CLIENTGEN

Make outreach tangible.

Prepare postcards, notes, ad creative and matching landing pages for review.

Each tool connects separately. Use only contact lists you are authorized to share. Direct access to ClientGen’s Discover and Enrich database through Claude is planned.

Recommended places to start

Connect the tools you already use.

Start with an existing subscription and a useful task. Each link below opens the provider’s listing in Anthropic’s connector directory.

CRM & relationships

Wealthbox

Bring client records, notes, tasks and opportunities from your Wealthbox workspace into Claude.

View official listing
Estate & tax context

Wealth.com

Work with estate snapshots, documents and tax-related information from your Wealth.com account.

View official listing
Meeting intelligence

Zocks

Use captured client conversations and meeting insights as context for your work in Claude.

View official listing

Listings checked September 22, 2026. Provider subscriptions, Claude access and workspace approval may be required. Check each provider’s current terms and permissions.

Start with Anthropic’s own resources

Claude for Financial Advisors.

Anthropic’s advisor offering brings together workflow skills and connections to financial-services tools. Its official announcement explains installation, workspace options and any current advisor offer.

Read the official guideBrowse all connectors

ClientGen is an independent connector provider. It is not represented here as an Anthropic launch partner, verified directory listing or part of Anthropic’s advisor bundle.

Put the next conversation in motion.

ClientGen for Claude: first 30 days at no charge, then $49/month per advisor. Software included for existing ClientGen subscribers.

Request access , no demo required

Claude access, mailing and media are separate. Activation and billing details are confirmed during setup.