← All skills

high-net-worth-needs-insight-assistant

100 / 100 · Low risk

Fine to try.

By aifinlab/FinClaw (GitHub) · other · 273 stars · scanned at commit 9e62862

适用于银行财富管理场景下，对高净值客户进行需求洞察、机会识别与经营建议生成。 当用户希望基于客户资产规模、持仓结构、交易行为、生命周期事件、风险偏好、流动性需求、税务与传承关注、境内外配置倾向等信息，识别客户真实需求、潜在需求、待验证需求和经营切入点时，应使用本技能。 本技能尤其适合用于客户经理经营准备、客户会前分析、存量客户深挖、重点客户陪伴、产品与服务推荐前的需求诊断。 本技能对行业数据、市场数据、同业产品供给、客群基准画像、宏观与资产类别信息依赖较强；若外部数据不足，应主动降级结论强度，避免输出过度确定的判断。

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

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

if [ -e ~/.agents/skills/'high-net-worth-needs-insight-assistant' ] || [ -L ~/.agents/skills/'high-net-worth-needs-insight-assistant' ]; then echo 'A skill folder named high-net-worth-needs-insight-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 "$d" checkout --quiet '9e62862d1412157fa03ffd1f0b74969dcf0ed66c' -- 'skills/high-net-worth-needs-insight-assistant' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/high-net-worth-needs-insight-assistant' ~/.agents/skills/'high-net-worth-needs-insight-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/'high-net-worth-needs-insight-assistant' ~/.claude/skills/'high-net-worth-needs-insight-assistant' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

Badge for your README

The badge for aifinlab/FinClaw shows the score of its lowest-scoring skill.

[![SkillTrust](https://zalavijaysinh.github.io/skilltrust/badges/aifinlab/FinClaw.svg)](https://zalavijaysinh.github.io/skilltrust/repos/aifinlab/FinClaw/)

Score history