Client Suitability Question Organizer Skill
Turns financial-services notes into a structured client suitability question organizer with visible evidence, missing information, approval boundaries, and conservative next steps.
Audience
wealth management, advisory support, client service, and supervision teams that need repeatable workflow support without unsupported financial, compliance, lending, investment, fraud, suitability, vendor-approval, or customer-remedy decisions.
Platforms
OpenAI, Claude, Gemini
Detailed description
This skill helps wealth management, advisory support, client service, and supervision teams convert fragmented financial-services notes into a structured client suitability question organizer for review and follow-up.
It is designed for drafting, organization, and review-prep support only; approvals, denials, suitability calls, vendor acceptance, risk acceptance, customer commitments, compliance signoff, legal advice, or financial advice stay with qualified humans.
What is included
- Core instructions
- Reference guide
- Examples or decision aids
- README
- Setup guide
- Customization guide
- Buyer license
- Client Suitability Question Organizer checklist
- Evidence, missing-information, approval-boundary, and reviewer prompts
Trust and delivery
- Published by Skills Junky as an in-house product.
- Account-based delivery for eligible downloads after purchase.
- Listing should stay aligned with license, compatibility, and support disclosure.