Client Onboarding
JoelLewis/finance_skills/plugins/advisory-practice/skills/client-onboardingby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/examples.md | 11 KB | text/markdown |
| SKILL.md | 31.5 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/advisory-practice/skills/client-onboardingat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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