opportunityiq
OfficialSystematically uncover and monetize opportunities.
AuthorGenerative-Bricks
Version1.0.0
Installs0
System Documentation
What problem does it solve?
OpportunityIQ helps financial advisors systematically discover revenue opportunities from industry publications and client data, then rank and present actionable opportunities as Top 25 lists.
Core Features & Use Cases
- Scenario Discovery: Extract structured revenue opportunities from articles and sources; transform insights into repeatable templates.
- Client Matching: Apply explicit matching criteria to client data to identify matches and calculate potential revenue.
- Top 25 Ranking: Apply business rules (one-per-client, urgency, complexity, minimum revenue) to rank opportunities and deliver actionable reports.
- Combined Workflow: Build end-to-end OpportunityIQ systems that cover discovery, library expansion, and weekly client scans.
Quick Start
Provide 10 starter scenarios and a sample client dataset to generate your first Top 25 opportunities.
Dependency Matrix
Required Modules
None requiredComponents
referencesassets
💻 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: opportunityiq Download link: https://github.com/Generative-Bricks/claude-code-agent/archive/main.zip#opportunityiq Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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