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…
安装
尚未确认此技能的独立目录。下面命令会打开仓库技能选择器，请按上游说明选择技能。
skills CLI
npx skills add JoelLewis/finance_skills