Next Best Action
This builds event-driven recommendation engines that tell financial advisors what to do next for each client instead of making them manually track hundreds of relationships. It covers the full pipeline: detecting portfolio events like drift or large cash movements, life milestones like RMD deadlines or Medicare eligibility, market dislocations, and compliance triggers, then scoring and routing those to the right team member. The prioritization piece is key since advisors get flooded with competing signals. Use this when you're building proactive nudge systems for wealth management platforms or evaluating whether to buy versus build an NBA engine. It's opinionated about moving from reactive task lists to data-driven workflows, which is the right call for any advisory practice managing serious scale.
- skills.sh installs
- 712
- GitHub stars
- 224
- last updated
- Aug 21, 2026
Install
$ npx -y skills add joellewis/finance_skills --skill next-best-action --agent claude-codeInstalls into .claude/skills of the current project.
Files
Next-Best-Action — Event-Driven Advisor Recommendations
Core Concepts
Next-Best-Action Framework
Next-best-action is an advisor productivity and client service methodology that analyzes client data across systems to surface the single most valuable action an advisor should take for each client at any given time. The concept originates in CRM and marketing automation — industries that have long used event-driven recommendation engines to guide customer-facing personnel toward high-value interactions — but its application in wealth management addresses a distinct set of challenges: advisors managing hundreds of client relationships cannot manually monitor every portfolio, life event, compliance deadline, and practice touchpoint across their entire book of business.
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- Repository
- github.com/joellewis/finance_skills
- Categories
- Backend & APIs, Git & Pull Requests, Code Review & Quality, Sales & Marketing, Design & UI/UX, Finance & Trading
- First seen
- Jun 3, 2026
More from joellewis/finance_skills
All 84- Qualitative Valuation709
- Reconciliation707
- Regulatory Reporting707
- Exchange Connectivity706
- Operational Risk706
- Settlement Clearing706
- Performance Attribution705
- Alternatives703
- Margin Operations702
- Advice Standards701
- Client Onboarding701
- Fixed Income Structured701
- Counterparty Risk700
- Pre Trade Compliance699
- Order Management Advisor698
- Books And Records697
- Corporate Actions693
- Fixed Income Municipal693
- Reference Data692
- Crm Client Lifecycle691
- Post Trade Compliance691
- Advisor Dashboards690
- Gips Compliance689
- Integration Patterns688
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