opportunityiq
•published 2026/01/15
Intelligent revenue opportunity discovery system for financial advisors. Extracts structured revenue scenarios from publications and matches them to client books of business to identify high-value opportunities. Use when analyzing industry articles to discover new scenarios, or when scanning client data to find revenue opportunities and generate Top 25 opportunity reports.
📦 Install Skill
Command line install
Install directly with the `skills` CLI.
npx skills add Generative-Bricks/claude-code-agent/docs/ideas/opportunityiqFile Explorer
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