Culture Retention
sickn33/agentic-awesome-skills
Employee survey and retention register: engagement, growth, happiness, work-life balance and manager-relationship scores, key concern and retention risk.
Agent skill
Bank T187 Wealth Management Redemption Retention Assistant
by aifinlab in aifinlab/FinClaw
A skill your agent uses when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals…
Apache-2.0Auto-check passed
Install Bank T187 Wealth Management Redemption Retention Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .claude/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .claude/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .agents/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .agents/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .cursor/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .cursor/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t187-wealth-management-redemption-retention-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .gemini/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .gemini/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .github/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .github/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t187-wealth-management-redemption-retention-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t187-wealth-management-redemption-retention-assistant .opencode/skills/bank-t187-wealth-management-redemption-retention-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t187-wealth-management-redemption-retention-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t187-wealth-management-redemption-retention-assistant into .opencode/skills/bank-t187-wealth-management-redemption-retention-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t187-wealth-management-redemption-retention-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bank-t187-wealth-management-redemption-retention-assistant- GitHub stars
- 255
- Token cost
- ~574 tokens
- SKILL.md length
- 71 words
- Files
- 14 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A skill your agent uses when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals…
- Works in 5 steps: 确认事实与动因：梳理客户赎回原因、现金流压力、持有期限、产品表现与风险等级匹配情况。 → 识别缺口与约束：标注缺失信息（期限、风险等级、产品条款、费用结构等）与合规边界。 → 生成沟通主线：先安抚情绪，再解释事实与边界，最后给出可选路径。 → …
- Wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks
- SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 6 more sections
- Runs Python scripts from its folder
What it does
Bank T187 Wealth Management Redemption Retention Assistant is an agent skill from aifinlab/FinClaw. Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts. Trigger this skill for redemption-risk conversations, retention plans, and client-facing explanations that must avoid收益承诺 and明确风险边界。
Its SKILL.md is about 570 tokens, which your agent loads only when the skill is triggered. The skill folder holds 17 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/call-script-template.md` and `assets/templates/follow-up-tasklist.md`).
The licence is Apache-2.0.
When your agent uses it
- Wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks
- Follow-up actions based on client goals
- Liquidity needs
- This skill for redemption-risk conversations
Example prompts
- “/bank-t187-wealth-management-redemption-retention-assistant”
Requirements
- Python 3
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- 确认事实与动因：梳理客户赎回原因、现金流压力、持有期限、产品表现与风险等级匹配情况。
- 识别缺口与约束：标注缺失信息（期限、风险等级、产品条款、费用结构等）与合规边界。
- 生成沟通主线：先安抚情绪，再解释事实与边界，最后给出可选路径。
- 产出挽留方案：组合“部分赎回/分批赎回/转换/降波动配置/陪伴复盘”等选项。
- 输出留痕清单：明确需确认的客户要素、风险提示与下一步跟进动作。
What it can do on your machine
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bank T187 Wealth Management Redemption Retention Assistant loads about 574 tokens when it runs, and up to ~1.8k if it reads all its reference files. Until then it costs about 100 tokens; SKILL.md has 71 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 71 words, ~574 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t187-wealth-management-redemption-retention-assistant/SKILL.md (or your agent's skills folder). This skill also uses 13 other files; get the full folder from GitHub.- name
- bank-t187-wealth-management-redemption-retention-assistant
- description
- Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts. Trigger this skill for redemption-risk conversations, retention plans, and client-facing explanations that must avoid收益承诺 and明确风险边界。
赎回挽留与沟通组织助手
本技能面向银行财富管理场景，围绕客户赎回请求或赎回风险信号，生成一套可执行的“挽留与沟通动作包”。目标是把客户画像、持仓事实、市场背景与合规边界组织成前台可直接使用的沟通主线、替代方案与后续跟进动作，同时清楚标注信息缺口与禁用表述。
适用范围
- 客户发起赎回申请或出现明显赎回意向
- 市场波动、业绩回撤或流动性冲击导致客户情绪不稳
- 产品持有期未满或存在赎回成本，需要合规解释
- 理财经理/私行顾问需要输出“沟通主线 + 方案选项 + 风险提示”
何时使用
- 需要在较短时间内输出“可直接使用”的挽留话术框架、沟通节奏与方案建议
- 需要把客户关切点、产品事实、市场解释和合规边界整合为统一口径
- 需要明确下一步跟进动作、复盘节点与留痕要点
何时不要使用
- 用户要求夸大收益、保证回本或规避适当性流程
- 未掌握关键事实却要求下结论或做“必留”承诺
- 需要正式投研结论或法律意见的场景
默认工作流
- 确认事实与动因：梳理客户赎回原因、现金流压力、持有期限、产品表现与风险等级匹配情况。
- 识别缺口与约束：标注缺失信息（期限、风险等级、产品条款、费用结构等）与合规边界。
- 生成沟通主线：先安抚情绪，再解释事实与边界，最后给出可选路径。
- 产出挽留方案：组合“部分赎回/分批赎回/转换/降波动配置/陪伴复盘”等选项。
- 输出留痕清单：明确需确认的客户要素、风险提示与下一步跟进动作。
输入要求
- 客户画像：风险偏好、投资目标、持有周期、流动性需求、沟通偏好
- 赎回请求：赎回金额/比例、紧急程度、主要原因、触达场景
- 持仓与产品信息：产品风险等级、期限、流动性、历史表现、费用/赎回成本
- 市场与事件：市场波动、政策/利率/行业事件、产品相关公告
- 合规约束：禁用表述、必须披露的风险点、渠道限制
输出要求
- 赎回动因与风险点摘要（含已确认与待核验信息）
- 统一口径的沟通主线（开场/事实/边界/方案/确认）
- 可选挽留方案与触发条件（部分赎回/分批赎回/转换/观望复盘）
- 合规提示与禁用表述清单
- 跟进动作与留痕要点（确认清单、复盘节点）
风险与边界
- 不得承诺收益或暗示“保本保收益”
- 不得绕过适当性审核或弱化风险提示
- 不得以不完整事实输出确定性结论
- 所有判断必须区分“已确认事实 / 待核验信息 / 合理推测”
信息不足时的处理
- 明确列出信息缺口，并在输出中标注“待补充/待确认”
- 先输出沟通框架与可选路径，避免给出绝对结论
- 对外部数据或制度口径需注明依赖来源
交付标准
- 输出能被一线直接使用：一句话主线 + 可选方案 + 风险提示
- 明确“为什么这样说、为什么这样做、下一步怎么走”
- 沟通内容可留痕、可复核、合规可解释
使用的脚本与资料
scripts/wealth_redemption_retention.py：根据输入生成挽留动作包（Markdown/JSON）scripts/run_skill.py：命令行入口references/input-schema.md：输入字段口径references/output-schema.md：输出结构口径references/redemption-checklist.md：赎回核验清单references/retention-strategy-framework.md：挽留方案框架references/compliance-red-lines.md：合规禁用表述references/conversation-flow.md：沟通节奏模板assets/templates/retention-plan-template.md：挽留方案模板assets/templates/call-script-template.md：电话/面谈话术模板assets/templates/risk-disclosure-template.md：风险提示模板assets/templates/follow-up-tasklist.md：跟进任务清单模板assets/example-input.json：示例输入
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 13 other files (scripts, references, assets) in skills/bank-t187-wealth-management-redemption-retention-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- assets/templates/call-script-template.md
- assets/templates/follow-up-tasklist.md
- assets/templates/retention-plan-template.md
- assets/templates/risk-disclosure-template.md
- references/compliance-red-lines.md
- references/conversation-flow.md
- references/input-schema.md
- references/output-schema.md
- references/redemption-checklist.md
- references/retention-strategy-framework.md
- scripts/run_skill.py
- scripts/wealth_redemption_retention.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T187 Wealth Management Redemption Retention Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T187 Wealth Management Redemption Retention Assistant this skillaifinlab/FinClaw | 255 | — | ~574 | Automated safety check: Pass | Apache-2.0 | |
| Culture Retentionsickn33/agentic-awesome-skills | 47k | 1 repos | ~3.8k | Automated safety check: Pass | MIT | |
| Retently AutomationComposioHQ/awesome-claude-skills | 77k | 3 repos | ~734 | Automated safety check: Pass | None | |
| Open Banking Iodavila7/claude-code-templates | 33k | — | ~472 | Automated safety check: Pass | MIT | |
| Incident Responderdavila7/claude-code-templates | 33k | 7 repos | ~2.6k | Automated safety check: Pass | MIT | |
| Generic Assistantmastra-ai/mastra | 29k | — | ~1.1k | Automated safety check: Pass | Custom licence |
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Questions about Bank T187 Wealth Management Redemption Retention Assistant
What does Bank T187 Wealth Management Redemption Retention Assistant do?
A skill your agent uses when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals…. Bank T187 Wealth Management Redemption Retention Assistant is an agent skill from aifinlab/FinClaw. Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts.
When should I use Bank T187 Wealth Management Redemption Retention Assistant?
Bank T187 Wealth Management Redemption Retention Assistant fits situations like: wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks; follow-up actions based on client goals; liquidity needs; this skill for redemption-risk conversations.
How do I install Bank T187 Wealth Management Redemption Retention Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a claude-code`. Or copy the skill folder (skills/bank-t187-wealth-management-redemption-retention-assistant in aifinlab/FinClaw) into .claude/skills/bank-t187-wealth-management-redemption-retention-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T187 Wealth Management Redemption Retention Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a codex`. Or copy the skill folder (skills/bank-t187-wealth-management-redemption-retention-assistant in aifinlab/FinClaw) into .agents/skills/bank-t187-wealth-management-redemption-retention-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T187 Wealth Management Redemption Retention Assistant in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t187-wealth-management-redemption-retention-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t187-wealth-management-redemption-retention-assistant, .gemini/skills/bank-t187-wealth-management-redemption-retention-assistant, .github/skills/bank-t187-wealth-management-redemption-retention-assistant and .opencode/skills/bank-t187-wealth-management-redemption-retention-assistant in your project.
What does Bank T187 Wealth Management Redemption Retention Assistant need to run?
Going by SKILL.md and its folder, Bank T187 Wealth Management Redemption Retention Assistant needs Python for the scripts in its folder. Our summary lists: Python 3.
Does Bank T187 Wealth Management Redemption Retention Assistant access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bank T187 Wealth Management Redemption Retention Assistant safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Bank T187 Wealth Management Redemption Retention Assistant use?
Bank T187 Wealth Management Redemption Retention Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bank T187 Wealth Management Redemption Retention Assistant use?
About 574 tokens (SKILL.md is roughly 2.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.2k tokens, read only when the agent opens those files.
What are the alternatives to Bank T187 Wealth Management Redemption Retention Assistant?
Skills that share tags, products or a category with Bank T187 Wealth Management Redemption Retention Assistant: Culture Retention (sickn33/agentic-awesome-skills, 47k stars), Retently Automation (ComposioHQ/awesome-claude-skills, 77k stars), Open Banking Io (davila7/claude-code-templates, 33k stars) and Incident Responder (davila7/claude-code-templates, 33k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T187 Wealth Management Redemption Retention Assistant?
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.