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skills/compliance-statement-library/SKILL.md
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skills/compliance-statement-library/SKILL.md
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name: compliance-statement-library
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description: Repository pattern for pre-approved financial disclosures and claim language.
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---
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# Compliance Statement Library Skill
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## When to Use
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- Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
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- Responding to regulator/legal review comments.
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- Updating messaging after rate changes, product updates, or new regulations.
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## Framework
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1. **Statement Catalog** – define taxonomy (product, channel, audience, regulation, status).
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2. **Approval Metadata** – reviewer, date, expiration, evidence references, risk level.
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3. **Usage Guidelines** – instructions on required pairing, placement, and typography.
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4. **Localization & Accessibility** – translations, readability requirements, alt-text guidelines.
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5. **Change Control** – versioning, diffs, and notification hooks for GTM teams.
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## Templates
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- Disclosure record form with required fields (text, context, owner, evidence, reviewer).
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- Usage checklist to confirm placement and pairing rules.
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- Version change log referencing prior statements.
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## Tips
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- Link statements to product SKUs/offers so updates cascade automatically.
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- Store short and long-form variants for different channels (email vs landing page).
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- Pair with `review-financial-campaign` and `build-product-go-to-market` for automation.
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---
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skills/customer-trust-dashboard/SKILL.md
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skills/customer-trust-dashboard/SKILL.md
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---
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name: customer-trust-dashboard
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description: Reporting framework for monitoring trust, sentiment, and regulator-facing
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KPIs.
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---
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# Customer Trust Dashboard Skill
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## When to Use
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- Tracking impact of communications, outages, or policy changes on customer trust.
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- Preparing exec/regulator updates on sentiment, complaints, and remediation status.
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- Coordinating GTM, support, and risk teams on follow-up actions.
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## Framework
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1. **KPI Stack** – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
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2. **Segmentation** – audience (retail, SMB, enterprise), geography, channel, product.
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3. **Signal Sources** – support tickets, surveys, social monitoring, regulator portals, payments data.
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4. **Alerting Rules** – thresholds, triggers, routing to comms/legal/risk teams.
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5. **Action Register** – log remediation tasks, owners, due dates, and status for transparency.
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## Templates
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- Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
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- Incident log sheet tied to metrics for root-cause tracking.
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- Weekly trust report template for leadership + regulator sharing.
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## Tips
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- Blend quantitative trends with qualitative excerpts for context.
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- Keep a “regulator ready” version with evidence attachments and approvals.
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- Pair with `manage-trust-communications` and `review-financial-campaign` outputs.
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---
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skills/financial-product-blueprint/SKILL.md
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skills/financial-product-blueprint/SKILL.md
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---
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name: financial-product-blueprint
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description: Template for packaging financial products with pricing, underwriting,
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and compliance details.
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---
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# Financial Product Blueprint Skill
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## When to Use
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- Launching new lending, payments, wealth, or insurance offerings.
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- Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
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- Coordinating product, legal, and RevOps when offerings change.
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## Framework
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1. **Product Overview** – features, eligibility, underwriting policies, risk factors.
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2. **Pricing & Incentives** – rate table, fees, promotional offers, guardrails.
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3. **Compliance Layer** – required disclosures, consent flows, record-keeping requirements.
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4. **Persona Alignment** – messaging pillars, objections, proof points per persona/segment.
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5. **Operational Hooks** – systems, workflows, SLA commitments, measurement plan.
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## Templates
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- Product fact sheet with pricing scenarios and disclosures.
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- Rate card + incentive tracker with approval fields.
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- Enablement pack outline (FAQ, objection handling, ROI calculator).
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## Tips
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- Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
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- Version control is critical; stamp valid-from/expiration dates.
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- Pair with `build-product-go-to-market` for automated briefing creation.
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---
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skills/regulator-briefing-playbook/SKILL.md
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skills/regulator-briefing-playbook/SKILL.md
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---
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name: regulator-briefing-playbook
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description: Template pack for preparing regulator communications, responses, and
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readouts.
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---
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# Regulator Briefing Playbook Skill
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## When to Use
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- Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
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- Documenting campaign decisions in anticipation of audits.
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- Coordinating cross-functional responses to regulator inquiries.
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## Framework
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1. **Briefing Outline** – context, product/campaign details, risk mitigations, approvals.
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2. **Evidence Binder** – assets, disclosures, policy references, decision logs, metrics.
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3. **Q&A Matrix** – anticipated regulator questions with approved responses + owners.
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4. **Escalation Charter** – roles, SLAs, and communications plan for regulator interactions.
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5. **Follow-up Tracker** – commitments, remediation steps, and deadlines.
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## Templates
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- Regulator memo template (executive summary, evidence, appendices).
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- Q&A log with question, owner, response, status.
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- Commitment tracker linked to Jira/Asana or compliance tools.
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## Tips
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- Keep version history and timestamps to prove timely responses.
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- Align narrative with risk/compliance frameworks used internally.
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- Pair with `review-financial-campaign` and `manage-trust-communications` outputs.
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---
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