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financial-services

Financial GTM compliance, trust communications, and product launch governance

Author GTM Agents Published Updated Read 3 min
■ [!] ON THIS PAGE ▼
■ INSTALL // npx @self.md/cli install financial-services
AuthorGTM Agents
Namespace@gtmagents/gtm-agents
Category#general
Version1.0.0
Stars★ 64
Downloads↓ 4
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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

  1. Statement Catalog – define taxonomy (product, channel, audience, regulation, status).
  2. Approval Metadata – reviewer, date, expiration, evidence references, risk level.
  3. Usage Guidelines – instructions on required pairing, placement, and typography.
  4. Localization & Accessibility – translations, readability requirements, alt-text guidelines.
  5. 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-campaign and build-product-go-to-market for 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

  1. KPI Stack – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
  2. Segmentation – audience (retail, SMB, enterprise), geography, channel, product.
  3. Signal Sources – support tickets, surveys, social monitoring, regulator portals, payments data.
  4. Alerting Rules – thresholds, triggers, routing to comms/legal/risk teams.
  5. 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-communications and review-financial-campaign outputs.

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

  1. Product Overview – features, eligibility, underwriting policies, risk factors.
  2. Pricing & Incentives – rate table, fees, promotional offers, guardrails.
  3. Compliance Layer – required disclosures, consent flows, record-keeping requirements.
  4. Persona Alignment – messaging pillars, objections, proof points per persona/segment.
  5. 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-market for 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

  1. Briefing Outline – context, product/campaign details, risk mitigations, approvals.
  2. Evidence Binder – assets, disclosures, policy references, decision logs, metrics.
  3. Q&A Matrix – anticipated regulator questions with approved responses + owners.
  4. Escalation Charter – roles, SLAs, and communications plan for regulator interactions.
  5. 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-campaign and manage-trust-communications outputs.

Source

View on GitHub

[!] SKILL TAGS //
#general #financial#compliance#trust