product-roadshow

What problem does it solve?

This Skill solves the problem of preparing a client-specific product roadshow for corporate banking that is accurate, compliant, and not overly generic, by structuring the analysis from client needs to a usable marketing plan.

Core Features & Use Cases

• Need-driven roadshow generation: Diagnoses 1–3 prioritized customer needs from client profile and business data, then translates them into a restrained product combination (core ≤3, secondary ≤2).
• Competitive comparison with guardrails: Produces competitor analysis using market-real LPR add/subtract ranges and requires data sourcing to avoid fabricated comparisons.
• Revenue calculation with transparency: Generates both client-side and bank-side value estimates with explicit assumptions, plus mandatory risk/disclaimer sections for finance/wealth products.
• Compliance & safety constraints: Enforces “no profit promises,” “no data guessing,” “no skipping workflow steps,” and “redline stop” behavior for requests that violate R1–R3.

Quick Start

Ask the AI to generate a product roadshow for a specific corporate client with the requested roadshow type, and include any available customer background, focus products, and competition context so it can produce the final formatted plan.