Next Best Action

This builds event-driven recommendation engines that tell financial advisors what to do next for each client instead of making them manually track hundreds of relationships. It covers the full pipeline: detecting portfolio events like drift or large cash movements, life milestones like RMD deadlines or Medicare eligibility, market dislocations, and compliance triggers, then scoring and routing those to the right team member. The prioritization piece is key since advisors get flooded with competing signals. Use this when you're building proactive nudge systems for wealth management platforms or evaluating whether to buy versus build an NBA engine. It's opinionated about moving from reactive task lists to data-driven workflows, which is the right call for any advisory practice managing serious scale.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill next-best-action --agent claude-code