book-insights
Use when a wealth advisor asks something like "Generate wealth insights for my top clients and identify opportunities to deepen relationships"
- License 许可
- MIT
- 最近更新
- 2026-11-12
- Stars
- ★ 8
- Forks
- 9
01 前言 Front Matter
- name
- book-insights
- description
- Use when a wealth advisor asks something like "Generate wealth insights for my top clients and identify opportunities to deepen relationships"
03 SKILL.md 正文
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Book insights
Use when a wealth advisor asks something like "Generate wealth insights for my top clients and identify opportunities to deepen relationships"
Procedure
- Use only the uploaded synthetic records and rules.
- Lead with the specific evidence that answers the persona's question.
- Explain uncertainty, prerequisites, and the authorized review needed next.
- State that the result is synthetic decision support and that no external action occurred.
Deterministic pilot evidence
85 families37% (target 55%)$4.2M/year
Safety gate
Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.
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