personal-finance-skillwealth management investing finance financial advisor Bank. Wealth Management. Investing. Wealth product descriptions and investment product recommendations....
Install via ClawdBot CLI:
clawdbot install krillingone/personal-finance-skillGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://static.hepei.club/contact.png`Audited Apr 16, 2026 · audit v1.0
Generated May 12, 2026
用户询问理财产品收益规则、持有期、节假日计息等常见问题，技能从本地qa目录匹配答案并直接回复。
用户提供持有期、风险偏好、流动性需求等条件，技能从products目录筛选符合条件的产品并给出建议。
用户询问理财新规、资管新规等政策影响，技能依据本地知识库中的政策类问答进行解读。
用户询问合作理财子公司或银行的背景、资质等问题，技能从qa目录中查找并回答。
通过AI技能自动回答常见理财问题，减少人工客服压力，提高响应效率。
根据用户条件推荐合适理财产品，引导用户到官方平台完成购买，提升产品转化率。
回答末尾附带小程序码图片，引导用户扫码进入官方微信小程序，促进活跃和交易。
💬 Integration Tip
部署时需准备本地qa/和products/目录的结构化文本文件，并按照patterns.md定义补问和推荐规则。
Scored May 12, 2026
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