client-opportunity-scan
OfficialScan high-value clients and prioritize outreach.
Finance & Accounting#wealth management#priority ranking#client opportunity scanning#AUM analysis#product expiration#client outreach list#financial news integration
Authoraliyun
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps identify high-value client opportunities by evaluating expiration, asset changes, and wealth-tier upgrade signals, then producing a prioritized contact list and tailored operating suggestions.
Core Features & Use Cases
- Client opportunity identification: Detects high-value clients based on dimensions like product expiration timing, AUM growth potential, inactivity (sleeping clients), unrealized loss concerns, and tier-threshold proximity.
- Priority scoring & sorting: Scores each client on a 1–5 scale across the defined opportunity dimensions and ranks them into P0/P1/P2 outreach tiers.
- Optional market context hook: Can optionally call the configured financial news MCP service (e.g., NewsInfoList) to help craft relevant touchpoints.
- Clear, actionable output: Produces an outreach checklist plus per-client reasoning, suggested talking points, and expected goals (appointment/renewal/increase AUM).
Quick Start
Ask the assistant to scan your provided client list to generate a prioritized “today’s opportunity” outreach plan.
Dependency Matrix
Required Modules
None requiredComponents
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-opportunity-scan Download link: https://github.com/aliyun/qwen-dianjin/archive/main.zip#client-opportunity-scan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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