financial-services
Financial GTM compliance, trust communications, and product launch governance
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Financial GTM compliance, trust communications, and product launch governance
Installation
npx claude-plugins install @gtmagents/gtm-agents/financial-services
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 4 skill definitions:
compliance-statement-library
Repository pattern for pre-approved financial disclosures and claim language.
View skill definition
Compliance Statement Library Skill
When to Use
- Assembling marketing campaigns, sales decks, or product pages requiring disclosures.
- Responding to regulator/legal review comments.
- Updating messaging after rate changes, product updates, or new regulations.
Framework
- Statement Catalog – define taxonomy (product, channel, audience, regulation, status).
- Approval Metadata – reviewer, date, expiration, evidence references, risk level.
- Usage Guidelines – instructions on required pairing, placement, and typography.
- Localization & Accessibility – translations, readability requirements, alt-text guidelines.
- Change Control – versioning, diffs, and notification hooks for GTM teams.
Templates
- Disclosure record form with required fields (text, context, owner, evidence, reviewer).
- Usage checklist to confirm placement and pairing rules.
- Version change log referencing prior statements.
Tips
- Link statements to product SKUs/offers so updates cascade automatically.
- Store short and long-form variants for different channels (email vs landing page).
- Pair with
review-financial-campaignandbuild-product-go-to-marketfor automation.
customer-trust-dashboard
Reporting framework for monitoring trust, sentiment, and regulator-facing
View skill definition
Customer Trust Dashboard Skill
When to Use
- Tracking impact of communications, outages, or policy changes on customer trust.
- Preparing exec/regulator updates on sentiment, complaints, and remediation status.
- Coordinating GTM, support, and risk teams on follow-up actions.
Framework
- KPI Stack – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
- Segmentation – audience (retail, SMB, enterprise), geography, channel, product.
- Signal Sources – support tickets, surveys, social monitoring, regulator portals, payments data.
- Alerting Rules – thresholds, triggers, routing to comms/legal/risk teams.
- Action Register – log remediation tasks, owners, due dates, and status for transparency.
Templates
- Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
- Incident log sheet tied to metrics for root-cause tracking.
- Weekly trust report template for leadership + regulator sharing.
Tips
- Blend quantitative trends with qualitative excerpts for context.
- Keep a “regulator ready” version with evidence attachments and approvals.
- Pair with
manage-trust-communicationsandreview-financial-campaignoutputs.
financial-product-blueprint
Template for packaging financial products with pricing, underwriting,
View skill definition
Financial Product Blueprint Skill
When to Use
- Launching new lending, payments, wealth, or insurance offerings.
- Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
- Coordinating product, legal, and RevOps when offerings change.
Framework
- Product Overview – features, eligibility, underwriting policies, risk factors.
- Pricing & Incentives – rate table, fees, promotional offers, guardrails.
- Compliance Layer – required disclosures, consent flows, record-keeping requirements.
- Persona Alignment – messaging pillars, objections, proof points per persona/segment.
- Operational Hooks – systems, workflows, SLA commitments, measurement plan.
Templates
- Product fact sheet with pricing scenarios and disclosures.
- Rate card + incentive tracker with approval fields.
- Enablement pack outline (FAQ, objection handling, ROI calculator).
Tips
- Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
- Version control is critical; stamp valid-from/expiration dates.
- Pair with
build-product-go-to-marketfor automated briefing creation.
regulator-briefing-playbook
Template pack for preparing regulator communications, responses, and
View skill definition
Regulator Briefing Playbook Skill
When to Use
- Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
- Documenting campaign decisions in anticipation of audits.
- Coordinating cross-functional responses to regulator inquiries.
Framework
- Briefing Outline – context, product/campaign details, risk mitigations, approvals.
- Evidence Binder – assets, disclosures, policy references, decision logs, metrics.
- Q&A Matrix – anticipated regulator questions with approved responses + owners.
- Escalation Charter – roles, SLAs, and communications plan for regulator interactions.
- Follow-up Tracker – commitments, remediation steps, and deadlines.
Templates
- Regulator memo template (executive summary, evidence, appendices).
- Q&A log with question, owner, response, status.
- Commitment tracker linked to Jira/Asana or compliance tools.
Tips
- Keep version history and timestamps to prove timely responses.
- Align narrative with risk/compliance frameworks used internally.
- Pair with
review-financial-campaignandmanage-trust-communicationsoutputs.