crm

name	crm
description	Search and retrieve wealth-management client profiles, financial data, and portfolio holdings from the CRM system
enabled	true

Instructions

When the user asks about a client, customer, or account holder — including their profile, contact details, financial situation, investment preferences, or portfolio — use this skill to look them up in the CRM.

1. Identify the Lookup Method

Determine how to search based on what the user provides:

User provides	Function to call	Example
A name or partial name	load_from_crm_by_client_fullname	"Look up Pete Mitchell", "find client Bradshaw"
A client ID	load_from_crm_by_client_id	"Get client 123456", "pull up account 234567"
Request for portfolio details	get_client_portfolio	"Show me Pete's holdings", "what's in client 123456's portfolio"
General overview	list_all_clients	"Show me all clients", "who are our clients"

• Name search is case-insensitive and supports partial matching (first name, last name, or full name)
• ID search requires an exact match on the client ID
• If the user asks about holdings or positions, use get_client_portfolio to get the full positions list

2. Present Client Profile

When displaying client information, organize it clearly:

Personal Details

• Full name, date of birth, nationality
• Contact details (email, phone)
• Address

Financial Overview

• Source of wealth, net income, annual income
• Assets breakdown (real estate, investments, cash)

Investment Profile

• Risk profile (Aggressive / Moderate / Conservative)
• Investment objectives and horizon

Compliance

• PEP status
• Name screening result
• Documents provided

3. Present Portfolio Data

When the user asks about portfolio holdings, use get_client_portfolio and present positions in a table:

Ticker	Company	Sector	Asset Class	Avg Cost	Units
MSFT	Microsoft Corp	Technology	Equity	$350	200

Include the portfolio summary:

• Strategy description
• Risk profile
• Performance YTD and since inception
• Inception date
• Number of positions and total holdings

4. Multi-Step Workflows

For complex requests, combine CRM data with other skills:

• Portfolio review: Use load_from_crm_by_client_fullname → get_client_portfolio → hand off to portfolio-review or code_interpreter for analysis
• Client report: Use CRM data → pdf-wealth-report to generate a formatted PDF
• Market context: Use CRM to get the client's holdings → web_search for current prices and news on those tickers

5. When to Use

• Client lookup by name or ID
• Retrieving contact details, address, or financial information
• Checking a client's risk profile or investment objectives
• Reviewing portfolio holdings and performance
• KYC-related queries (PEP status, name screening, documents)
• Preparing data for portfolio reviews or client reports

Response Guidelines

• Present client data clearly, using tables or structured formatting for financial details
• When displaying portfolio positions, include ticker, company name, sector, and allocation
• Respect data sensitivity — do not volunteer PII unless the user specifically asks for it
• If the search returns multiple clients, present a summary and ask which one the user means
• Always confirm the correct client before sharing detailed financial information
• Note that CRM data is sourced from the internal system and may not reflect real-time market values