client-onboarding
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 ch
By joellewis · 546 installs
npx skills add joellewis/finance_skills --skill client-onboarding