cmb-fyf-companion-service

What problem does it solve?

This Skill solves the lack of standardized post-investment companion workflows for China Merchants Bank Longying FOF series products (including 安稳盈 and 安鑫盈), helping wealth managers transition from product-focused sales to service-oriented client support, and providing unified processes for risk response, drawdown communication, and client expectation management.

Core Features & Use Cases

• Pre-investment expectation setting: Standardized SOPs for explaining return and drawdown targets to clients, confirming communication preferences, and establishing service agreements to align client expectations with product risks.
• Trigger-based mid-investment陪伴: Automated workflows for return milestone and drawdown event responses, including deep market attribution analysis, valuation assessment, and pre-built communication templates for both internal wealth managers and external clients.
• 2C deep service support: Decision frameworks for handling drawdown deviations, redemption request responses, fund manager style drift identification, and long-term client retention strategies to reduce fund outflows during market downturns.
• Use Case: When a client's 安稳盈 product experiences a 2.1% drawdown exceeding its -2% target, the Skill generates a full attribution report, client communication script, and recommended follow-up actions to help the wealth manager address client concerns and retain the assets.

Quick Start

Use the cmb-fyf-companion-service skill to generate a standardized drawdown communication report for a client holding the 安稳盈 product that has experienced a 2.1% drawdown, including market environment analysis, return attribution, and client-facing talking points.