Use when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes, communication points, and follow-up actions.
SkillScore96Maintained
Automatic
◆FinServ Compliance pack
Last verified 8/28/2026
What it changes
Passed 22 of 23 test cases with the skill, and 19 of 23 without it.
Without skill83%
With skill96%
Checks it passed that the model alone missed
Names `references/input-schema.md`
Names `shared/wealth_management_skill_engine.py`
Uses the command syntax `python scripts/run_skill.py --input assets/client-profile-01.json --format markdown`
3 fixed19 passed either way1 still failing0 broke
Pass-rate lift
+13 pp
Tokens
+89%
Agent turns
0%
Response time
+61%
Model gemini-3.6-flashMeasured 8/28/2026v122 of 23 cases passed with skill
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 3
Prompt
Provide the exact CLI command to run the wealth management suitability assessment script using input file `assets/client-profile-01.json` and generating Markdown output format.
What was checked, without and with the skill
Checked
Without skill
With skill
Uses the command syntax `python scripts/run_skill.py --input assets/client-profile-01.json --format markdown`
Missed
Passed
case-14 · gemini-3.6-flash · 8/28/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.