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BytesAgain › Skills › jy-customer-requirement-analysis
🦀 ClawHub

jy-customer-requirement-analysis

by @jiayinian

金融投顾智能助理技能。基于客户沟通素材，帮助理财师/投顾经理快速精准理解客户投资需求，输出标准化分析报告（需求痛点、可行性评估、解决方案、产品匹配、潜在需求挖掘）。支持 PDF 导出和 HTML 可视化。使用场景：当用户需要分析客户投资需求、生成投顾分析报告、进行客户画像分析、制定理财方案或匹配金融产品时触发。F...

Versionv1.0.1
#legal
Source

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