client-communication-drafting
CommunityDraft compliant client communications
Finance & Accounting#compliance#drafting#wealth management#regulatory#financial services#client communication
AuthorGoldenZero
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the drafting of regulation-safe client communications for wealth management, ensuring compliance with financial industry standards.
Core Features & Use Cases
- Draft Compliant Communications: Generates emails, letters, reports, and commentaries adhering to SEC, FINRA, and firm policies.
- Regulatory Guardrails: Incorporates checks against SEC Marketing Rule, FINRA 2210, and Reg BI requirements.
- Use Case: When you need to send a quarterly performance report to a client, this Skill can draft the email, ensuring all necessary disclosures and compliant language are included.
Quick Start
Draft a client email about portfolio performance for my case with clear next steps.
Dependency Matrix
Required Modules
None requiredComponents
assetsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: client-communication-drafting Download link: https://github.com/GoldenZero/skills/archive/main.zip#client-communication-drafting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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