next-best-action
Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the right team member, measuring NBA acceptance rates, or automating compliance-driven actions like annual review reminders. Also trigger when users mention 'next best action', 'advisor nudges', 'proactive outreach', 'what should I do for this client', 'event-driven triggers', 'action queue', 'client contact gap', 'RMD reminder', or 'advisor productivity tool'.
📦 Install Skill
Command line install
Install directly with the `skills` CLI.
npx skills add JoelLewis/finance_skills/plugins/advisory-practice/skills/next-best-actionSelect a file to view its content