kelly-financial-services-intellisted

# Kelly Financial Services Intel ## Overview Use this skill as Kelly's daily industry-intelligence operator for **financial services, investment advisory, and family offices**. It turns current news sources, trend signals, competitor movement, customer questions, and buyer-intent clues into a small reviewable batch: - source-backed signals; - why each signal matters to the buyer; - sales or operating actions for today; - draft messages/content for client memo, internal brief, advisor script; - blocked claims that need human, legal, compliance, or domain review. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, prepare or refresh the local batch, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## Product Package - **Buyer**: financial-service founders, family office operators, analysts, and client advisors. - **Pain**: financial teams need fast, sourced explainers and client talking points without overclaiming or giving uncontrolled advice. - **Offer**: daily financial-services intelligence that becomes sourced internal briefs and review-first client drafts. - **Demo source mix**: market news, regulatory updates, macro data, company announcements, portfolio themes, and client questions. Sales framing: > Every morning, AI watches the sources that affect your business, turns them into today's