next-best-action

SKILLWorkflowcommunity
v0.0.0JoelLewisMITUpdated 2mo agoSource →

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movement

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2mo agoLast update
Skill
AuthorJoelLewis
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor—
Copilot—
ChatGPT—
Gemini—
About

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the righ

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