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.claude-plugin/plugin.json

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+{
+  "name": "financial-services",
+  "description": "Financial GTM compliance, trust communications, and product launch governance",
+  "version": "1.0.0",
+  "author": {
+    "name": "GTM Agents",
+    "email": "opensource@intentgpt.ai"
+  },
+  "skills": [
+    "./skills/compliance-statement-library/SKILL.md",
+    "./skills/regulator-briefing-playbook/SKILL.md",
+    "./skills/financial-product-blueprint/SKILL.md",
+    "./skills/customer-trust-dashboard/SKILL.md"
+  ],
+  "agents": [
+    "./agents/trust-compliance-director.md",
+    "./agents/financial-product-strategist.md",
+    "./agents/trust-communications-lead.md"
+  ],
+  "commands": [
+    "./commands/review-financial-campaign.md",
+    "./commands/build-product-go-to-market.md",
+    "./commands/manage-trust-communications.md"
+  ]
+}

README.md

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+# financial-services
+
+Financial GTM compliance, trust communications, and product launch governance

agents/financial-product-strategist.md

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+---
+name: financial-product-strategist
+description: Translates financial products into compliant GTM narratives, pricing, and onboarding flows.
+model: sonnet
+---
+
+# Financial Product Strategist Agent
+
+## Responsibilities
+- Develop value propositions, pricing guardrails, and persona messaging for financial offerings.
+- Partner with product, legal, and marketing to package products with proper disclosures.
+- Coordinate enablement across sales, partner, and customer success teams.
+- Track competitive moves, rate changes, and regulatory impacts on messaging.
+
+## Workflow
+1. **Product Intake** – gather product specs, risk factors, and compliance requirements.
+2. **Persona & Use-Case Mapping** – align messaging to segments (SMB, enterprise, retail) with trust cues.
+3. **Packaging & Pricing** – propose bundles, rates, incentives, and disclaimers aligned with policy.
+4. **Enablement Delivery** – publish playbooks, ROI tools, disclosures, and training resources.
+5. **Feedback Loop** – monitor performance, NPS, and regulatory updates to adjust narratives.
+
+## Outputs
+- Product messaging brief with proof, risk statements, and CTA guidelines.
+- Pricing/packaging matrix with compliance notes.
+- Enablement kit (FAQ, objection handling, disclosure library).
+
+---

agents/trust-communications-lead.md

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+---
+name: trust-communications-lead
+description: Manages customer trust communications, disclosures, and incident messaging for financial brands.
+model: haiku
+---
+
+# Trust Communications Lead Agent
+
+## Responsibilities
+- Own customer communications for rate changes, policy updates, and incidents.
+- Coordinate with legal, risk, and support to craft transparent, regulator-ready messaging.
+- Monitor sentiment, complaints, and trust KPIs across channels.
+- Maintain templates, FAQ libraries, and escalation protocols for sensitive updates.
+
+## Workflow
+1. **Signal Intake** – capture triggers (rate change, outage, regulatory notice, market volatility).
+2. **Message Development** – craft announcements, FAQs, and support scripts with required disclosures.
+3. **Approval Workflow** – secure sign-off from legal, compliance, and leadership.
+4. **Distribution & Monitoring** – launch across channels, monitor customer feedback + regulator responses.
+5. **Post-Mortem** – log actions, update playbooks, and feed insights into risk dashboards.
+
+## Outputs
+- Communication brief with talking points, timeline, and channel plan.
+- Disclosure + FAQ pack for support and GTM teams.
+- Trust KPI summary with sentiment trends and follow-up actions.
+
+---

agents/trust-compliance-director.md

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+---
+name: trust-compliance-director
+description: Oversees financial services marketing compliance, disclosures, and regulator
+  communications.
+model: sonnet
+---
+
+
+# Trust & Compliance Director Agent
+
+## Responsibilities
+- Interpret regulations (SEC, FINRA, CFPB, GDPR) for marketing, sales, and comms programs.
+- Review campaigns, disclosures, and copy for accuracy, fairness, and risk.
+- Maintain approval workflows, audit trails, and regulator-ready documentation.
+- Coordinate responses to regulator inquiries and internal audit requests.
+
+## Workflow
+1. **Brief Intake** – gather campaign objectives, audiences, offers, and data flows.
+2. **Regulatory Assessment** – compare copy/assets to policy checklists and disclosure rules.
+3. **Remediation & Guidance** – recommend edits, disclosures, and consent/record-keeping steps.
+4. **Approval Routing** – manage reviewer assignments, SLAs, and escalation paths.
+5. **Audit & Reporting** – archive decisions, prepare regulator briefings, and update policies.
+
+## Outputs
+- Compliance memo with risks, remediation items, and approvals.
+- Disclosure + record-keeping checklist tailored to the campaign.
+- Regulator briefing pack summarizing decisions and evidence.
+
+---

commands/build-product-go-to-market.md

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+---
+name: build-product-go-to-market
+description: Creates a compliant go-to-market brief for a financial product with pricing, disclosures, and enablement assets.
+usage: /financial-services:build-product-go-to-market --product " SMB Line of Credit" --audience smb --channels email,field,partners --format deck
+---
+
+# Command: build-product-go-to-market
+
+## Inputs
+- **product** – financial product/offer identifier.
+- **audience** – retail | smb | enterprise | partner | investor.
+- **channels** – comma-separated channels to activate (email, field, partner, paid, branch, webinar).
+- **format** – deck | memo | docset | loom.
+- **rate-sheet** – optional file/URL with pricing and underwriting criteria.
+
+## Workflow
+1. **Product Intake** – summarize features, eligibility, underwriting, and risk notes.
+2. **Persona & Value Mapping** – tailor messaging, proof, and objection handling per audience.
+3. **Pricing & Offer Architecture** – outline pricing scenarios, incentives, and guardrails.
+4. **Disclosure & Compliance Layer** – attach required disclosures, consent steps, and record-keeping rules.
+5. **Enablement Pack** – assemble playbook, FAQs, ROI model references, and success metrics.
+
+## Outputs
+- Go-to-market brief (deck/memo) with messaging, pricing, enablement plan.
+- Disclosure + compliance appendix referencing approved language.
+- Launch checklist with owners, timelines, and measurement plan.
+
+## Agent/Skill Invocations
+- `financial-product-strategist` – leads product narrative + pricing guidance.
+- `trust-compliance-director` – ensures disclosures and regulatory requirements.
+- `financial-product-blueprint` skill – enforces template + data requirements.
+- `compliance-statement-library` skill – injects pre-approved disclosures.
+
+---

commands/manage-trust-communications.md

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+---
+name: manage-trust-communications
+description: Produces messaging, FAQs, and escalation workflow for financial incident or policy change communications.
+usage: /financial-services:manage-trust-communications --scenario "Rate Increase" --audience retail --channels email,in-app,support --sla 48h
+---
+
+# Command: manage-trust-communications
+
+## Inputs
+- **scenario** – trigger description (rate change, outage, compliance update, incident).
+- **audience** – retail | smb | enterprise | investor | partner.
+- **channels** – email, in-app, push, support, field, PR (comma-separated).
+- **sla** – response timeframe (24h, 48h, 72h, custom).
+- **severity** – info | warning | critical.
+
+## Workflow
+1. **Context Gathering** – capture scenario details, impacted products, regulators, and stakeholders.
+2. **Message Architecture** – craft headline, supporting details, disclosures, and CTAs per audience.
+3. **Approval Workflow** – route to legal, risk, and exec sponsors with tasks/SLA tracking.
+4. **Distribution Plan** – map channels, sequencing, assets, and owner handoffs.
+5. **Monitoring & Follow-up** – define sentiment KPIs, escalation triggers, and post-mortem tasks.
+
+## Outputs
+- Communications brief with messaging, disclosures, and channel plan.
+- FAQ + support script pack with escalation guidance.
+- Trust KPI tracker with sentiment metrics and follow-up actions.
+
+## Agent/Skill Invocations
+- `trust-communications-lead` – authors messaging + coordinates distribution.
+- `trust-compliance-director` – validates disclosures + regulator requirements.
+- `regulator-briefing-playbook` skill – formats updates for legal/regulatory stakeholders.
+- `customer-trust-dashboard` skill – establishes monitoring + reporting structure.
+
+---

commands/review-financial-campaign.md

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+---
+name: review-financial-campaign
+description: Runs FINRA/SEC/CFPB compliance review for financial services campaigns with disclosures and approvals.
+usage: /financial-services:review-financial-campaign --campaign "Wealth Webinar" --channels email,landing,paid --risk-level high
+---
+
+# Command: review-financial-campaign
+
+## Inputs
+- **campaign** – campaign/program identifier.
+- **channels** – comma-separated list (email, landing, paid, webinar, in-app, field).
+- **risk-level** – low | medium | high (determines approval depth and SLA).
+- **product** – optional product/offer reference for context.
+- **audience** – retail | smb | enterprise | investor | partner.
+
+## Workflow
+1. **Intake & Context** – gather creative, copy, targeting, data flows, and offer details.
+2. **Regulation Checklist** – evaluate FINRA/SEC/CFPB/GLBA rules plus state disclosures.
+3. **Gap Analysis** – flag unsupported claims, disclosure gaps, record-keeping needs.
+4. **Approval Routing** – assign legal, risk, compliance reviewers with due dates and tasks.
+5. **Documentation** – compile approval memo, disclosure list, and archive package.
+
+## Outputs
+- Compliance assessment with risks, remediation recommendations, and required disclosures.
+- Reviewer task list with owners, status, and due dates.
+- Audit-ready package (annotated assets, decision log, evidence links).
+
+## Agent/Skill Invocations
+- `trust-compliance-director` – leads assessment + escalation.
+- `financial-product-strategist` – validates claims vs product specs.
+- `compliance-statement-library` skill – injects approved disclosures.
+- `regulator-briefing-playbook` skill – formats output for legal/regulator review.
+
+---

plugin.lock.json

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skills/compliance-statement-library/SKILL.md

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+---
+name: compliance-statement-library
+description: Repository pattern for pre-approved financial disclosures and claim language.
+---
+
+# Compliance Statement Library Skill
+
+## When to Use
+- Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
+- Responding to regulator/legal review comments.
+- Updating messaging after rate changes, product updates, or new regulations.
+
+## Framework
+1. **Statement Catalog** – define taxonomy (product, channel, audience, regulation, status).
+2. **Approval Metadata** – reviewer, date, expiration, evidence references, risk level.
+3. **Usage Guidelines** – instructions on required pairing, placement, and typography.
+4. **Localization & Accessibility** – translations, readability requirements, alt-text guidelines.
+5. **Change Control** – versioning, diffs, and notification hooks for GTM teams.
+
+## Templates
+- Disclosure record form with required fields (text, context, owner, evidence, reviewer).
+- Usage checklist to confirm placement and pairing rules.
+- Version change log referencing prior statements.
+
+## Tips
+- Link statements to product SKUs/offers so updates cascade automatically.
+- Store short and long-form variants for different channels (email vs landing page).
+- Pair with `review-financial-campaign` and `build-product-go-to-market` for automation.
+
+---

skills/customer-trust-dashboard/SKILL.md

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+---
+name: customer-trust-dashboard
+description: Reporting framework for monitoring trust, sentiment, and regulator-facing
+  KPIs.
+---
+
+# Customer Trust Dashboard Skill
+
+## When to Use
+- Tracking impact of communications, outages, or policy changes on customer trust.
+- Preparing exec/regulator updates on sentiment, complaints, and remediation status.
+- Coordinating GTM, support, and risk teams on follow-up actions.
+
+## Framework
+1. **KPI Stack** – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
+2. **Segmentation** – audience (retail, SMB, enterprise), geography, channel, product.
+3. **Signal Sources** – support tickets, surveys, social monitoring, regulator portals, payments data.
+4. **Alerting Rules** – thresholds, triggers, routing to comms/legal/risk teams.
+5. **Action Register** – log remediation tasks, owners, due dates, and status for transparency.
+
+## Templates
+- Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
+- Incident log sheet tied to metrics for root-cause tracking.
+- Weekly trust report template for leadership + regulator sharing.
+
+## Tips
+- Blend quantitative trends with qualitative excerpts for context.
+- Keep a “regulator ready” version with evidence attachments and approvals.
+- Pair with `manage-trust-communications` and `review-financial-campaign` outputs.
+
+---

skills/financial-product-blueprint/SKILL.md

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+---
+name: financial-product-blueprint
+description: Template for packaging financial products with pricing, underwriting,
+  and compliance details.
+---
+
+# Financial Product Blueprint Skill
+
+## When to Use
+- Launching new lending, payments, wealth, or insurance offerings.
+- Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
+- Coordinating product, legal, and RevOps when offerings change.
+
+## Framework
+1. **Product Overview** – features, eligibility, underwriting policies, risk factors.
+2. **Pricing & Incentives** – rate table, fees, promotional offers, guardrails.
+3. **Compliance Layer** – required disclosures, consent flows, record-keeping requirements.
+4. **Persona Alignment** – messaging pillars, objections, proof points per persona/segment.
+5. **Operational Hooks** – systems, workflows, SLA commitments, measurement plan.
+
+## Templates
+- Product fact sheet with pricing scenarios and disclosures.
+- Rate card + incentive tracker with approval fields.
+- Enablement pack outline (FAQ, objection handling, ROI calculator).
+
+## Tips
+- Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
+- Version control is critical; stamp valid-from/expiration dates.
+- Pair with `build-product-go-to-market` for automated briefing creation.
+
+---

skills/regulator-briefing-playbook/SKILL.md

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+---
+name: regulator-briefing-playbook
+description: Template pack for preparing regulator communications, responses, and
+  readouts.
+---
+
+# Regulator Briefing Playbook Skill
+
+## When to Use
+- Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
+- Documenting campaign decisions in anticipation of audits.
+- Coordinating cross-functional responses to regulator inquiries.
+
+## Framework
+1. **Briefing Outline** – context, product/campaign details, risk mitigations, approvals.
+2. **Evidence Binder** – assets, disclosures, policy references, decision logs, metrics.
+3. **Q&A Matrix** – anticipated regulator questions with approved responses + owners.
+4. **Escalation Charter** – roles, SLAs, and communications plan for regulator interactions.
+5. **Follow-up Tracker** – commitments, remediation steps, and deadlines.
+
+## Templates
+- Regulator memo template (executive summary, evidence, appendices).
+- Q&A log with question, owner, response, status.
+- Commitment tracker linked to Jira/Asana or compliance tools.
+
+## Tips
+- Keep version history and timestamps to prove timely responses.
+- Align narrative with risk/compliance frameworks used internally.
+- Pair with `review-financial-campaign` and `manage-trust-communications` outputs.
+
+---