smart-product-matching

What problem does it solve?

This Skill resolves the difficulty of selecting and recommending suitable financial products from a customer’s configuration gaps, producing both a recommended proposal and concise “why it fits you” sales talk after due diligence verification.

Core Features & Use Cases

• Gap-driven product filtering: Routes by product type (funds, wealth-management products, credit bonds) using the customer’s risk level and needs to find appropriate candidates.
• Due diligence verification for top picks: Shortlists and verifies 3–5 products using performance, risk analysis, and product/credit details.
• Objection-ready visual evidence: Always generates a required performance comparison bar chart (and an optional radar chart) to help sales demonstrate differences clearly.
• Practical sales output: Produces a structured recommendation set with compliance-safe wording and succinct reasoning focused on fit.

Quick Start

Ask the assistant to recommend 3–5 suitable financial products for a customer by specifying the customer risk level and the configuration gap, for example: “Customer is R3, needs a fund/wealth-product solution to cover a liquidity and stable-income gap, amount is 200k RMB, exclude closed-end funds—please shortlist 3 options with due diligence, generate the required performance comparison chart, and provide concise ‘why it fits’ sales scripts.”