opportunityiq-mvp-scanner
maintained by Generative-Bricks
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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.
Key Features
- Comprehensive skill evaluation and performance tracking
- Community-driven ratings and reviews
- Easy integration with Claude Code
- Regular updates and maintenance
Quick Start
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Skill Details
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Created
Jan 2026
Last Updated
5个月前
tools
tools sales marketing
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