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Zhongwei Li
2025-11-29 18:30:44 +08:00
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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
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# 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.
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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
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# 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.
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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
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# 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.
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