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sales-marketingbusiness
opportunityiq-mvp-scanner
Scans client data against revenue opportunity scenarios to identify and rank the top sales opportunities. Matches clients to scenarios like FIA replacements approaching surrender, cash drag opportunities, and concentrated portfolio positions. Calculates revenue potential and generates prioritized opportunity reports for financial advisors.
maintainer
Generative-Bricks
更新於 12/1/2025
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quick start
Installation and usage
Scans client data against revenue opportunity scenarios to identify and rank the top sales opportunities. Matches clients to scenarios like FIA replacements approaching surrender, cash drag opportunities, and concentrated portfolio positions. Calculates revenue potential and generates prioritized opportunity reports for financial advisors.
安裝
$ install --globalskills.sh
使用
安裝後，您可以通過在終端運行以下命令來使用此技能：
skills use opportunityiq-mvp-scanner