bank-t187-wealth-management-redemption-retention-assistant
Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts. Trigger this skill for redemption-risk conversations, retention plans, and client-facing explanations that must avoid收益承诺 and明确风险边界。
Source facts
- Repository
- aifinlab/FinClaw
- Last source activity
- March 26, 2026 at 08:13
- Detected SKILL.md language
- Chinese
- Stars
- 220
- Forks
- 37
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