bank-t168-retail-finance-complaint-attribution-assistant
当用户需要在银行零售金融场景下，对客户投诉进行归因拆解、驱动项识别、问题定位与改进建议输出时使用本技能。适合输出归因结论、证据链与后续改进动作。
208 repo starsObserved in 1 repos
Business
Business skills
Browse reusable Agent Skills, each with a clear purpose and practical guidance.
bank-t172-retail-finance-material-validation-assistant
当用户需要在银行零售金融场景下，围绕资料核验进行完整性、一致性、真实性或规则符合性检查时使用本技能。适合输出核验结论、异常项清单、补件要求和升级复核建议。
208 repo starsObserved in 1 repos
Business
bank-t173-retail-finance-lifecycle-assistant
当用户需要在银行零售金融场景下，识别客户生命周期阶段并给出经营分层与动作建议时使用本技能。适合输出阶段分布、重点客户名单、行动建议与风险提示。
208 repo starsObserved in 1 repos
Business
bank-t174-retail-finance-care-recommendation-assistant
当用户需要在银行零售金融场景下，围绕关怀推荐进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
208 repo starsObserved in 1 repos
Business
bank-t175-retail-finance-cross-sell-assistant
当用户需要在银行零售金融场景下识别交叉销售机会并输出推荐清单时使用本技能。适合输出推荐产品、匹配理由、触达建议与合规提示。
208 repo starsObserved in 1 repos
Business
bank-t176-wealth-management-product-suitability-rm-assistant
Use when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes, communication points, and follow-up actions.
208 repo starsObserved in 1 repos
Business
bank-t177-wealth-management-product-suitability-private-banking-assistant
Use when a private-banking advisor needs to match products to a high-net-worth or family-wealth profile, compare main and backup options, and produce suitability logic, family-balance notes, and compliant communication points.
208 repo starsObserved in 1 repos
Business
bank-t178-wealth-management-asset-allocation-assistant
Use when a wealth team needs to build a conservative client allocation plan, combine current holdings with target weights, and produce rebalancing actions, product shortlist, and compliant communication notes.
208 repo starsObserved in 1 repos
Business
bank-t179-wealth-management-asset-allocation-assistant
Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
208 repo starsObserved in 1 repos
Business
bank-t180-wealth-management-asset-allocation-assistant
Use when a wealth team needs to build an aggressive client allocation plan, align higher risk tolerance with target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
208 repo starsObserved in 1 repos
Business