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client-kyc-profiling

Official

Turn customer and holdings into a ready KYC profile.

Finance & Accounting#asset allocation#portfolio analysis#wealth management#customer lifecycle#kyc profiling#risk capacity
Authoraliyun
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill builds an in-depth KYC profile from a customer’s basic information and portfolio holdings, so you can understand lifecycle stage, risk capacity, and asset-allocation preferences for downstream client operations.

Core Features & Use Cases

  • Lifecycle & KYC profiling: Infers family lifecycle stage and summarizes risk capacity versus stated willingness based on provided customer context.
  • Holdings-driven allocation preference: Analyzes asset-class and fund penetration to derive the customer’s likely allocation preferences.
  • Operational outputs for relationship management: Produces an actionable profile plus经营建议 to guide what to do next with this client.

Use Case: When a wealth manager needs to quickly prepare a client KYC profile using customer info plus holdings summary, this skill generates the profile and business talking points in one structured report.

Quick Start

Use the client-kyc-profiling skill to generate a complete customer KYC profile report for the given customer basic info and holdings summary from the conversation context.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: client-kyc-profiling
Download link: https://github.com/aliyun/qwen-dianjin/archive/main.zip#client-kyc-profiling

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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