client-opportunity-scan

Client outreach prioritization scores clients 1-5 across expiration, AUM movement, inactivity, loss concerns, and wealth-tier upgrade signals, then ranks them into P0/P1/P2 tiers. This produces a prioritized contact list with tailored talking points and expected goals.

Client opportunity scanning identifies high-value clients ready for engagement by evaluating product expiration timing, AUM growth potential, sleeping accounts, and unrealized loss concerns. It generates a prioritized daily outreach checklist with per-client reasoning and suggested actions.

To generate a prioritized contact list, parse injected client data and apply scoring rules across AUM movement, inactivity, and tier-threshold proximity dimensions. The output includes an outreach checklist with P0/P1/P2 ranking, suggested talking points, and expected appointment or renewal goals.

Financial news integration is supported via configured MCP data tools like NewsInfoList. This optional market context hook helps craft relevant touchpoints and tailored operating suggestions when generating your prioritized client outreach list.

Yes, client opportunity scanning specifically evaluates inactivity for sleeping clients and unrealized loss concerns as scoring dimensions. These factors contribute to the 1-5 priority score and P0/P1/P2 outreach tier assignment to flag accounts needing immediate engagement.

Use AUM analysis for client opportunity identification when you need to detect wealth-tier upgrade signals, asset changes, and tier-threshold proximity. It suits wealth-management scenarios requiring decisions on which clients to contact for lead capture, renewal, and engagement rather than diagnosing existing holdings.