Use when a private-banking advisor needs to match products to a high-net-worth or family-wealth profile, compare main and backup options, and produce suitability logic, family-balance notes, and compliant communication points.
SkillScore79Maintained
Automatic
◆FinServ Compliance pack
Last verified 8/28/2026
What it changes
Passed 19 of 24 test cases with the skill, and 17 of 24 without it.
Without skill71%
With skill79%
Checks it passed that the model alone missed
Marks cross-border tax residence status as requiring verification ('待核验') instead of assuming status.
States that wealth management advisory outputs cannot substitute for official tax authority approvals or formal legal opinions.
2 fixed17 passed either way5 still failing0 broke
Pass-rate lift
+8 pp
Tokens
+57%
Agent turns
0%
Response time
+27%
Model gemini-3.6-flashMeasured 8/28/2026v119 of 24 cases passed with skill
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 2 test cases the skill fixed. Same model, same prompt, with and without the skill.
Use when a wealth team needs to design high-net-worth client allocations, translate family goals and constraints into layered buckets, and output a compliant allocation plan with rebalancing steps and product shortlist.