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Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts. Trigger this skill for redemption-risk conversations, retention plans, and client-facing...
当用户需要在银行对公金融场景下，为授信项目准备审批会材料、提炼支持与反对理由、识别核心争议点并形成待拍板事项时使用本技能。适合输出审批会一页纸、争议矩阵、有条件通过条款和会后推进动作。
Use when a private-banking advisor needs to match products to a high-net-worth or family-wealth profile, compare main and backup options, and produce suitability logic, family-balance notes, and compliant communication points.
Use when a wealth team needs to build a conservative client allocation plan, combine current holdings with target weights, and produce rebalancing actions, product shortlist, and compliant communication notes.
Use when a wealth team needs to build an aggressive client allocation plan, align higher risk tolerance with target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
当用户需要在银行财富管理场景下，围绕产品卖点进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
当用户需要在银行零售金融场景下识别交叉销售机会并输出推荐清单时使用本技能。适合输出推荐产品、匹配理由、触达建议与合规提示。
当用户需要在银行零售金融场景下，围绕关怀推荐进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
当用户需要在银行零售金融场景下，基于投诉、服务指标或体验反馈形成服务改进优先级与行动方案时使用本技能。适合输出问题排序、根因假设、改进动作和风险提示。
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