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Onboarding 02 — Financial Profile

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Streamline your financial profiling conversations.

Finance & Accounting#onboarding#data collection#conversation#financial#client profiling
AuthorDevanshsodhi
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the process of gathering comprehensive financial information during onboarding sessions, facilitating smoother client interactions.

Core Features & Use Cases

  • Conversational Data Collection: Guides users through natural language questions about income, dependents, insurance, and expenses.
  • Progressive Disclosure: Asks one question at a time based on prior answers, maintaining a clear and focused dialogue.
  • Use Case: Imagine a financial advisor conducting a client onboarding session without needing to manually record responses—this Skill manages the conversation flow.

Quick Start

Use the onboarding skill to lead a client through their income and expense details during a new financial profile session.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: Onboarding 02 — Financial Profile
Download link: https://github.com/Devanshsodhi/FINeX-2/archive/main.zip#onboarding-02-financial-profile

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