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bank-t181-wealth-management-product-suitability-senior-assistant

95 / 100 · Low risk

Fine to try.

By aifinlab/FinClaw (GitHub) · productivity · 274 stars · scanned at commit 9e62862

Use when an advisor needs to match wealth-management products to an elderly client profile, compare main and backup options, and deliver suitability notes with senior-friendly communication points and risk disclosures.

Works with any agent that supports SKILL.md skills.

What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'bank-t181-wealth-management-product-suitability-senior-assistant' ] || [ -L ~/.agents/skills/'bank-t181-wealth-management-product-suitability-senior-assistant' ]; then echo 'A skill folder named bank-t181-wealth-management-product-suitability-senior-assistant already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/aifinlab/FinClaw' "$d" && git -C "$d" checkout --quiet '9e62862d1412157fa03ffd1f0b74969dcf0ed66c' -- 'skills/bank-t181-wealth-management-product-suitability-senior-assistant' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/bank-t181-wealth-management-product-suitability-senior-assistant' ~/.agents/skills/'bank-t181-wealth-management-product-suitability-senior-assistant' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'bank-t181-wealth-management-product-suitability-senior-assistant' ~/.claude/skills/'bank-t181-wealth-management-product-suitability-senior-assistant' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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