client-onboarding
CommunityStreamline client onboarding workflows.
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the complex, multi-stage process of onboarding new clients, from initial prospect intake to a fully funded and investable account, ensuring regulatory compliance and minimizing friction.
Core Features & Use Cases
- End-to-End Workflow Management: Guides users through identity verification (KYC/CIP), suitability data collection, account type selection, document generation, e-signature, and custodian submission.
- Compliance Integration: Embeds critical compliance checkpoints for OFAC screening, beneficial ownership, and suitability documentation.
- Use Case: A wealth management firm can use this Skill to design a digital onboarding flow that reduces the average time to open a new account from 10 days to under 3, while also decreasing NIGO (Not In Good Order) rates by automating data validation.
Quick Start
Design a digital client onboarding workflow for individual taxable accounts, integrating with Schwab, Salesforce, and Orion.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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-onboarding Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#client-onboarding Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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