jy-customer-requirement-analysis

金融投顾智能助理技能。基于客户沟通素材,帮助理财师/投顾经理快速精准理解客户投资需求,输出标准化分析报告(需求痛点、可行性评估、解决方案、产品匹配、潜在需求挖掘)。支持 PDF 导出和 HTML 可视化。使用场景:当用户需要分析客户投资需求、生成投顾分析报告、进行客户画像分析、制定理财方案或匹配金融产品时触发。F...

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