high-net-worth-needs-insight-assistant
high-net-worth-needs-insight-assistant is a Discovery & demos skill for AI agents, published by aifinlab in the FinClaw repository on GitHub. Skillspace rates high-net-worth-needs-insight-assistant C (70/100) and it passed the safety scan; the rating is based on static analysis only.
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。
- Grade
- C
- Quality
- 70 / 100
- Safety
- Passed
- GitHub stars
- 208
Unproven: rated by static analysis only, not yet compared head-to-head.
Our two independent classifiers differ on this skill's category, so treat the placement as provisional.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 81 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 0 other repositories, in 1 collections
- Scope
- Portable: works in any project. General private-banking client needs-insight methodology, any bank
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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