outreach-script-generator

What problem does it solve?

It helps investment and wealth-management teams quickly create individualized phone outreach scripts that reflect a client’s holdings and market context, reducing the effort of writing and ensuring the message stays on-policy.

Core Features & Use Cases

• Personalized outreach scripts by client holdings: Produces call scripts that reference the client’s AUM, risk level, and current products to make the message relevant rather than generic.
• Scenario coverage for proactive contact: Supports资讯同步、风险提醒、产品到期承接、服务邀约等场景, and explicitly avoids customer-comfort/retention flows.
• Data-enriched market and product context: Optionally uses financial MCP data services (e.g., latest quotations and relevant news) to ground the script in timely information.

Quick Start

Provide the client’s basic information (name/ID, AUM, risk level, client tier), holding summary, and the outreach purpose (information update, risk reminder, product maturity handoff, or service invitation) to generate a ready-to-use outbound call script.