r9-opc-advisory

What problem does it solve?

This skill addresses the pain point of fragmented, siloed client service workflows for OPC (R9) investment advisory firms, unifying client acquisition, advisory delivery, companion support, and success management into a single coordinated agent system to ensure consistent, professional client experience across the entire customer lifecycle.

Core Features & Use Cases

• Multi-Role Coordinated Agent System: Integrates 5 specialized sub-agents (strategy, content, success, delivery, companion) to handle end-to-end advisory tasks from new client onboarding to high-net-worth deep companion services.
• Full Lifecycle Client Management: Covers the complete client journey from acquisition, KYC-driven personalized advisory plan customization, ongoing portfolio monitoring, market volatility proactive communication, to renewal, upselling and churn prevention.
• Standardized Service Tier System: Supports 5 tiered service levels from free public insights to custom family office services, with clear fee structures and target client segments to meet diverse client needs. Use case: For an OPC advisory firm, use this skill to coordinate the full service process for a new high-net-worth client: from initial KYC and personalized advisory plan delivery, to regular quarterly performance reviews, to proactive communication during market downturns to ease client anxiety.

Quick Start

Use the r9-opc-advisory skill to coordinate the end-to-end service process for a new high-net-worth client with 5 million RMB AUM, including onboarding, personalized advisory plan delivery, and first quarterly performance review.