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Security Rma Scripts

CLAWHUB · Unverified

Generates AI-driven compliant investment advisory scripts covering stock/fund recommendations, market commentary, client objections, and first-visit dialogue... Skill: Security Rma Scripts Owner: gechengling Summary: Generates AI-driven compliant investment advisory scripts covering stock/fund recommendations, market commentary, client objections, and first-visit dialogue... Tags: latest:3.0.3, security-rma-scripts:3.0.3 Version history: v3.0.3 | 2026-09-30T07:01:06.288Z | user v3.0.3: fix broken code fence in market-commentary block, narrow triggers + drop 追涨话术, add data-mi

62
Rank
84
Safety
996
Downloads

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 996 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

Install and run

Setup complexity: low.

clawhub skill install s17ewqc4f2s6gpcbm88hy7fgvn85kg1g:security-rma-scripts
  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-rma-scripts/snapshot"

Run-check

$0.02 USD

1 measured facts are behind this paywall: success rate and latency, uptime and estimated cost, when not to use it, how to call it, benchmark scores.

Agents pay $0.02 in USDC. A card payment is $0.50, the smallest a card allows.

Documentation

CLAWHUB

59,131 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: Investment Advisory Scripts & Talk-Point Assistant
slug: security-advisory-scripts
description: AI-powered investment advisory scripts and talk-point generator for China wealth management — covers stock recommendations, fund allocation, market commentary, client objection handling, and compliance-compliant communication templates. Built for China securities brokers, wealth management advisors, and relationship managers. Keywords: investment advisory scripts, wealth management talk points, client communication, stock recommendations, fund sales scripts, compliance communication, China securities, 投顾话术, 财富管理, 客户沟通, 基金销售, 合规话术, 理财经理, 基金推荐, 资产配置, 客户维护, 异议处理, 营销话术.
version: "3.0.3"
---

# Investment Advisory Scripts & Talk-Point Assistant / 投顾话术智能助手

> **English:** AI-powered investment advisory scripts generator — covers stock/fund recommendation scripts, market commentary templates, client objection handling, and compliance-compliant communication frameworks. Solves pain points: repetitive client calls, pressure to increase AUM, and maintaining compliance in client interactions. Built for securities brokers, wealth advisors, and relationship managers.
>
> **中文:** 投顾话术智能助手——覆盖股票/基金推荐话术、市场点评模板、客户异议处理、合规沟通框架。解决痛点：重复性客户沟通、AUM增长压力、合规要求。适用：券商理财顾问、财富管理师、客户经理。


---

## 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，请只提供生成当次话术所必需的客户信息——风险测评等级、投资期限、产品偏好类别、沟通渠道偏好。**不要**粘贴客户身份证号、银行账号、手机号、完整持仓明细、资产总额或家庭财务状况。客户身份信息一律用占位符（如“王先生”）代替；生成的沟通记录如需导出，应在机构合规留痕体系内保存，不落地到个人文件。

**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话术稿、沟通记录或客户名单，请在落盘或外发前**先预览内容、确认无敏感信息且已通过合规自查，再保存或发送**。

**代码块性质与执行边界**

| 内容 | 性质 | 谁来执行 |
|------|------|---------|
| 股票/基金推荐话术框架 | 话术脚本，供投顾口头表达参考，非可执行程序 | 由投顾人员在合规系统内口头或文字使用 |
| `FUND_RECOMMENDATION_TEMPLATES` | 产品话术模板字典，描述占位符与填写结构 | 由话术维护人员在机构话术库中配置 |
| `OBJECTION_HANDLING_SOP` | 异议分类与应对步骤的结构化说明 | 由投顾在沟通中参照执行 |
| `FIRST_VISIT_SCRIPTS` | 首次开发的提问与促成框架 | 由投顾在面谈或电访中使用 |
| 市场点评模板、禁说清单 | 文本模板与自查表 | 由投顾填写并走合规复核 |

本技能未配置任何工具调用权限，不执行代码、不读写文件、不访问客户信息系统或行情接口，也不代替适当性判断与风险揭示。文中代码块均为话术与流程的结构化示意，读者可在自己环境中参考填写；所有对客话术须经合规复核后方可使用。

---


### 证券监管最新动态 [2026-09-30更新]

| 动态类型 | 内容摘要 | 影响范围 | 话术侧应对动作 | 责任岗 | 优先级 |
|---------|---------|---------|--------------|-------|-------|
| 证券监管 | 2026年Q1：投资者适当性管理要求进一步强化 | 投顾话术模板需更新合规和适当性要求 | 话术前置核对客户风险测评有效期 | 合规 | 高 |
| 证券监管 | 产品分级和风险匹配要求升级，投顾话术需更新 | 投顾话术模板需更新合规和适当性要求 | 推荐前先比对产品等级与客户等级 | 合规 | 高 |
| 证券监管 | 证监会加强投资者保护，销售行为合规要求提升 | 投顾话术模板需更新合规和适当性要求 | 全流程留痕，沟通记录可回溯 | 合规 | 高 |
| 适当性管理 | 风险测评过期、风险等级不匹配不得推荐 | 基金销售、股票推荐 | 系统内校验通过后方可进入推荐话术 | 合规 | 高 |
| 宣传规范 | 收益展示与业绩引用需客观、可核查 | 市场点评、产品对比、朋友圈物料 | 引用业绩须标注区间与来源，不用年化预期替代 | 合规 | 高 |
| 投诉处理 | 投诉响应时效与处理流程要求细化 | 投诉沟通、回访话术 | 首次响应T+1，全程记录并归档 | 客服 | 中 |
| 投资者教育 | 投教内容需与销售行为相区分 | 投教沟通、社群内容 | 投教内容不加购买引导，标注"不构成投资建议" | 运营 | 中 |
| 数据合规 | 客户信息使用需遵循最小必要 | 客户画像、名单管理 | 话术取用客户信息仅限必要字段 | 合规 | 高 |
| 适当性管理 | 2026年9月下旬：适当性管理与产品分级的系统校验要求进一步前置 | 基金销售、股票推荐、投顾服务 | 话术触达前由系统完成等级比对，不匹配不生成推荐话术 | 合规 | 高 |
| 投资者教育 | 2026年三季度：投教内容与销售行为的边界进一步明

_meta.json

{
  "ownerId": "kn74e704j3ygjcygnpf02rdvd185js13",
  "slug": "security-rma-scripts",
  "version": "3.0.3",
  "publishedAt": 1790751666288
}

skill-card.md

## Description:

Drafts investment-advisory communication templates for China-based wealth managers, including product discussions, market commentary, and responses to client objections.

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

## Publisher:

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

### License/Terms of Use:

MIT-0

## Use Case:

Securities brokers, wealth advisors, and relationship managers in China use the skill to draft client-facing product scripts, market updates, objection responses, and communication checklists for human compliance review.

### Deployment Geography for Use:

China

## Known Risks and Mitigations:

Risk: Sensitive customer information may be exposed if included in drafting prompts.

Mitigation: Provide only the minimum necessary customer details; replace identifying information with placeholders.

Risk: Unverified market or regulatory claims and unsuitable product language may mislead clients.

Mitigation: Check claims against official sources and require institutional suitability and compliance review before sending scripts to clients.

## Reference(s):

- [ClawHub skill listing](https://clawhub.ai/gechengling/skills/security-rma-scripts)

## Skill Output:

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

**Output Format:** [Text and Markdown communication scripts and checklists]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Drafting aid only; no customer-system or live-market access. Review before client use.]

## Skill Version(s):

3.0.3 (source: release metadata and skill 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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