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opportunityiq-mvp-scanner

Official

Identify and rank client revenue opportunities.

Data & Analytics#reporting#scoring#opportunity#opportunityiq#scenario-matching#financial-advisor
AuthorGenerative-Bricks
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Scans client data against predefined revenue opportunity scenarios to identify and rank top sales opportunities for financial advisors.

Core Features & Use Cases

  • Matches client data (demographics, holdings, accounts) against MVP scenarios (FIA Surrender End, Cash Drag, Concentrated Position) to surface revenue opportunities.
  • Calculates revenue potential and produces prioritized opportunity reports for outreach planning.
  • Supports deterministic workflow with error handling and guidance for next steps.

Quick Start

Load your client data (Client_Master, Products, Holdings) and run OpportunityIQ MVP Scanner to generate a ranked opportunities report.

Dependency Matrix

Required Modules

None required

Components

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-mvp-scanner
Download link: https://github.com/Generative-Bricks/claude-code-agent/archive/main.zip#opportunityiq-mvp-scanner

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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