kelly-financial-services-intel
Financial-services intelligence desk for regulatory, macro, market, portfolio-theme, competitor, and client-question signals with reviewable education drafts.金融服务情报台：跟踪监管、宏观、市场、组合主题、竞品和客户问题，生成可 review 的教育与客户经营动作。
Install安装
Install kelly-financial-services-intel or copy a ready prompt for your agent.安装 kelly-financial-services-intel，或复制现成提示给 agent。
npx skills add mr-kelly/skills
--skill kelly-financial-services-intel
Claude CodeClaude Code
/plugin marketplace add mr-kelly/skills
/plugin install mr-kelly-skills
When to use it什么时候用
Use it when advisors, family offices, or financial-services teams need internal briefs, client education memos, meeting agendas, or risk reminders without personalized advice.顾问、家族办公室或金融服务团队需要内部 brief、客户教育 memo、会议议程或风险提醒，且不能给个性化投资建议时使用。
OverviewFinancial-services desk with client-question triggers, advisor prep, blocked advice, and source freshness.
总览金融服务情报台：客户问题触发、顾问准备、被拦截建议和来源新鲜度。
SignalsRegulatory, macro, market, portfolio-theme, and competitor movement interpreted as client concern.
信号监管、宏观、市场、组合主题和竞品变化，解释成客户关注点。
ActionsInternal briefs, client education tasks, advisor scripts, and risk reminders queued for approval.
动作内部 brief、客户教育、顾问脚本和风险提醒进入审批队列。
DraftsEditable explainers and meeting notes that avoid personalized advice and performance promises.
草稿解释稿和会议 notes 可编辑，并避开个性化建议与收益承诺。