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kelly-financial-services-intellisted

Kelly Financial Services Intel: App-in-Skill daily industry intelligence cockpit for financial services, investment advisory, and family offices (Busabase App-in-Skill). Use when the user asks about financial services, investment advisory, market explainers, client memos, family office,投顾,金融服务, or family-office scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.
mr-kelly/skills · ★ 5 · DevOps & Infrastructure · score 71
Install: claude install-skill mr-kelly/skills
# 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, held in Busabase: - 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. Signal/action/draft collection is a genuine external operation a browser cannot perform (web browsing, source reading, buyer-intent judgment). The AirApp itself only reads and writes Busabase — it never browses, posts anywhere, or performs an external handoff; Kelly writes today's batch directly into Busabase through `busabase-sdk` as part of the normal workflow below, then reviews and decides inside the app. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding, collect/refresh today's batch, and give the user the clickable AirApp URL (or the local preview URL when local preview is explicitly requested). Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## Mandatory Dependencies 1. Read and follow `$kelly-app-skill-creator` for product behavior, visual quality, responsive layout, and the complete canonica