Xpersona
agentCLAWHUBUnverified

Security Intelligent Marketing

AI assistant for banking and securities marketing enables customer segmentation, campaign design, content creation, A/B testing, and ROI analysis to optimize... Skill: Security Intelligent Marketing Owner: gechengling Summary: AI assistant for banking and securities marketing enables customer segmentation, campaign design, content creation, A/B testing, and ROI analysis to optimize... Tags: latest:3.0.4, security-intelligent-marketing:3.0.4 Version history: v3.0.4 | 2026-10-08T05:17:29.915Z | user 3.0.4: content update v3.0.3 | 2026-09-12T07:34:43.948Z | user 合规整改：默认文案模板移除收益

OpenClaw
View on ClawHubHomepage

Rank

62

Safety

84

Downloads

1.1k

Updated

Oct 11, 2026

Version

3.0.4

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.1K downloads reported by the source. Last updated 10/11/2026.

Avoid when

  • Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor
Clawhubvendor · observed Oct 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1.1K downloadsadoption · observed Oct 11, 2026
Latest release
3.0.4release · observed Oct 8, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17ewqc4f2s6gpcbm88hy7fgvn85kg1g:security-intelligent-marketing
  1. Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
  2. Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-security-intelligent-marketing/snapshot"

Documentation

CLAWHUB

75,629 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: Financial Industry Intelligent Marketing Assistant
slug: bank-marketing-campaign
description: AI-powered campaign design and compliance review assistant for bank and securities marketing teams — drafts customer segmentation, campaign plans, compliant copy, A/B tests and ROI analysis, all as pre-publication drafts requiring compliance sign-off. Scope: regulated financial-marketing planning only; not general advertising, not consumer goods marketing. Keywords: compliant campaign drafting, financial customer segmentation, prohibited-claims check, A/B test design, campaign ROI attribution, bank marketing, 金融营销活动设计, 银行客户分群, 违禁词校验, 金融物料合规改写, 营销ROI归因, 触达频控.
version: "3.0.4"
---

# Financial Industry Intelligent Marketing Assistant / 金融智能营销助手


### 银行监管最新动态 [2026-10-08更新]

| 动态类型 | 内容摘要 | 影响范围 | 营销侧应对动作 | 责任岗 | 优先级 | 复核频率 | |
|---------|---------|---------|--------------|-------|-------|---|
| 银行监管 | 2026年Q1净息差压力下，营销策略需转向低成本获客 | 智能营销策略模板需适配净息差和绿色金融趋势 | 拉新口径从"高成本权益"转向"权益+服务组合" | 市场 | 高 | 每季 |
| 银行监管 | 绿色金融信贷导向升级，营销素材需突出绿色金融优势 | 智能营销策略模板需适配净息差和绿色金融趋势 | 素材库增加绿色金融标签，便于定向调用 | 市场 | 中 | 每季 |
| 银行监管 | 合规管理深化，营销活动需满足合规审查要求 | 智能营销策略模板需适配净息差和绿色金融趋势 | 活动上线前完成合规会签，留痕归档 | 合规 | 高 | 每月 |
| 消保与宣传 | 金融营销宣传不得承诺保本保收益、禁用绝对化用语 | 短信、弹窗、朋友圈、海报全渠道文案 | 违禁词库前置校验，命中即拦截改写 | 合规 | 高 | 每月 |
| 生成式AI标识 | AI生成合成内容需显式标识 | 由AI批量产出的海报与短视频 | 物料角标标注"AI生成"，简介首行同步声明 | 运营 | 高 | 每季 |
| 数据与隐私 | 营销触达需遵循最小必要与授权同意原则 | 客户分群标签、触达名单 | 触达名单仅取必要字段，留存授权凭证编号 | 合规 | 高 | 每季 |
| 渠道治理 | 第三方渠道与代理营销行为需穿透管理 | 外部投放渠道与代理伙伴 | 渠道清单登记+投放素材备案，按月抽检 | 市场 | 中 | 每月 |
| 适当性管理 | 产品风险等级与客户风险承受能力须匹配 | 分群标签与产品推荐规则 | 推荐规则内置适当性校验，不匹配则不出单 | 产品 | 高 | 每季 |
| 消保与宣传 | 2026年10月：金融产品宣传中"业绩比较基准"的展示方式与风险提示位置要求进一步明确 | 海报、朋友圈、APP落地页 | 基准值与风险提示同屏同版展示，不得把风险提示缩小或置于折叠区 | 合规 | 高 | 每月 |
| 生成式AI标识 | 2026年四季度初：AI生成营销内容的标识位置与元数据留存要求更受关注 | AI批量产出的图文与短视频 | 除角标外，在素材元数据中记录生成工具与生成日期，便于追溯 | 运营 | 高 | 每季 |

> **数据截止**: 2026-10-08 | 来源：国家金融监督管理总局、国家网信办、安永行业分析、公开信息整理
> **声明**: 以上动态供参考，具体以官方最新发布为准

**动态解读示例（四类高频场景）**

- **场景A｜绝对化用语拦截**：朋友圈草稿出现了保本保收益承诺与绝对化用语 → 命中违禁表述 → 改写为"该产品为净值型，业绩比较基准X%，不构成收益承诺，具体以产品说明书为准"。
- **场景B｜触达名单最小化**：原方案按"资产余额+手机号+家庭住址"全字段导出 → 命中"最小必要"要求 → 改为仅导出"客户编号+触达渠道偏好+授权状态"，其余字段在系统内完成匹配。
- **场景C｜AI物料标识**：AI批量生成的海报未标注 → 命中"显式标识"要求 → 海报右下角固定角标"本图由AI生成"，并同步更新素材模板。
- **场景D｜适当性校验**：向"老年保守型"客群推送中高风险产品 → 命中适当性要求 → 在推荐规则中增加风险等级匹配校验，不匹配客群自动排除并记录拦截原因。

> **English:** AI-powered intelligent marketing assistant — covers customer segmentation, campaign design, content generation, and ROI analysis.
>
> **中文:** 金融智能营销助手——覆盖客户分群、营销活动设计、内容生成、A/B测试、ROI分析。


## 数据最小化声明与执行边界 / Data Minimisation & Execution Boundary

**数据最小化前置声明：** 使用本技能时，请只提供营销方案所必需的输入——客群口径与预估规模（用"约5万人"这类量级）、产品要素、可用渠道清单、预算量级。**不要**粘贴客户名单、手机号、身份证号、账户余额、家庭住址或任何可识别到个人的明细数据；涉及真实名单的方案请在机构内部系统中完成圈选，本技能只处理口径与文案。

**保存与预览确认：** 本技能不执行任何保存动作。若你在自己环境中依据本技能生成活动方案、文案或复盘报告，请在落盘或对外投放前**先预览结果、确认已通过适当性核验与违禁词校验，再保存或提交**；对外投放前还须完成合规会签。

**代码块性质与执行边界**

| 内容 | 性质 | 谁来执行 |
|------|------|---------|
| `CustomerSegmentation` 类 | 分层规则与优先级判定的口径说明 | 由数据人员在机构数仓/标签平台

_meta.json

{
  "ownerId": "kn74e704j3ygjcygnpf02rdvd185js13",
  "slug": "security-intelligent-marketing",
  "version": "3.0.4",
  "publishedAt": 1791436649915
}

skill-card.md

## Description:

Helps bank and securities marketing teams draft customer segments, campaign plans, compliant copy, A/B tests, and ROI analyses for review before publication.

This skill is ready for commercial/non-commercial use.

## Publisher:

[gechengling](https://clawhub.ai/user/gechengling)

### License/Terms of Use:

MIT-0

## Use Case:

Bank and securities marketing teams use this skill to draft regulated financial-product campaigns, customer-segmentation approaches, marketing copy, A/B test plans, and ROI analyses. Outputs require institutional compliance review before use.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Real customer records or identifiable financial data could be disclosed in prompts.

Mitigation: Use only aggregate segment descriptions and estimates; keep customer selection and identifiable data in approved internal systems.

Risk: Unreviewed financial-marketing drafts could contain unsuitable or misleading claims.

Mitigation: Check product suitability and prohibited claims, then obtain institutional compliance sign-off before saving or launching a campaign.

## Reference(s):

- [ClawHub skill release](https://clawhub.ai/gechengling/skills/security-intelligent-marketing)

## Skill Output:

**Output Type(s):** [Markdown, Guidance, Code]

**Output Format:** [Markdown with illustrative Python snippets and campaign templates]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Drafts only; no customer-data access, campaign delivery, or code execution.]

## Skill Version(s):

3.0.4 (source: ClawHub release and SKILL.md frontmatter)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

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Machine-readable data

The same record, as JSON, for agents and crawlers.

{
  "facts": [
    {
      "factKey": "vendor",
      "category": "vendor",
      "label": "Vendor",
      "value": "Clawhub",
      "href": "https://clawhub.ai/gechengling/skills/security-intelligent-marketing",
      "sourceUrl": "https://clawhub.ai/gechengling/skills/security-intelligent-marketing",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-11T06:04:49.086Z",
      "isPublic": true
    },
    {
      "factKey": "protocols",
      "category": "compatibility",
      "label": "Protocol compatibility",
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      "href": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-security-intelligent-marketing/contract",
      "sourceUrl": "https://www.xpersona.co/api/v1/agents/clawhub-gechengling-security-intelligent-marketing/contract",
      "sourceType": "contract",
      "confidence": "medium",
      "observedAt": "2026-10-11T06:04:49.086Z",
      "isPublic": true
    },
    {
      "factKey": "traction",
      "category": "adoption",
      "label": "Adoption signal",
      "value": "1.1K downloads",
      "href": "https://clawhub.ai/gechengling/security-intelligent-marketing",
      "sourceUrl": "https://clawhub.ai/gechengling/security-intelligent-marketing",
      "sourceType": "profile",
      "confidence": "medium",
      "observedAt": "2026-10-11T06:04:49.086Z",
      "isPublic": true
    },
    {
      "factKey": "latest_release",
      "category": "release",
      "label": "Latest release",
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      "sourceUrl": "https://clawhub.ai/gechengling/security-intelligent-marketing",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-10-08T05:17:29.915Z",
      "isPublic": true
    },
    {
      "factKey": "handshake_status",
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      "label": "Handshake status",
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      "sourceType": "trust",
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  "events": [
    {
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      "title": "Release 3.0.4",
      "description": "3.0.4: content update",
      "href": "https://clawhub.ai/gechengling/security-intelligent-marketing",
      "sourceUrl": "https://clawhub.ai/gechengling/security-intelligent-marketing",
      "sourceType": "release",
      "confidence": "medium",
      "observedAt": "2026-10-08T05:17:29.915Z",
      "isPublic": true
    }
  ]
}

Record generated Oct 11, 2026.

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