Available Tools
This skill can call the following MCP data services, selected as needed during execution:
Yingmi Financial Data (qieman)
- Service URL:
https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse - Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
- Optional tools for this skill:
GetCurrentTime
Hundsun Gildata Financial Data (gildata-aidata)
- Service URL: obtained after activating the Hundsun Gildata MCP service, in the format
https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp - Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and sentiment, wealth management products, macroeconomic data
- Optional tools for this skill:
NewsInfoList
Input Requirements
Required Information (injected via context)
- Customer list: at least includes name/code, AUM, risk level
- Best to include: holdings overview (maturity time, product type), behavioral tags
Optional Information
- Scan dimension preferences (e.g., "focus on maturing customers" "focus on dormant customers")
- Time range (those needing contact this week/this month)
If the user does not provide a customer list, proactively ask: "Please provide information about the customers you manage (name, AUM, risk level, holdings status), and I will help you analyze priorities."
Execution Process
Step 1: Parse Customer Data
- Extract each customer's basic information and holdings from the context
- Tag each customer's potential reason for outreach by business opportunity type
Step 2: Business Opportunity Dimension Assessment
Score each customer on the following dimensions (1-5 points):
- Maturity opportunity: products are about to mature (5 points within 1 week, 3 points within 1 month)
- AUM growth: there is room for asset growth (add points if demand deposit proportion >50%)
- Dormant awakening: no contact for more than 2 months
- Loss care: holdings with unrealized losses exceeding 5% require proactive communication
- Tier upgrade: AUM is close to the threshold for the next tier
Optional: call NewsInfoList(gildata-aidata) to obtain the latest financial news and provide market hot topics as outreach entry points for identifying business opportunity customers.
Step 3: Prioritization
- Sort by composite score
- Mark each customer's highest-priority outreach reason
- Provide recommended contact time and method
Step 4: Generate Business Opportunity List
Output Template
## 今日商机扫描 | {日期}
### 优先联系清单
| 优先级 | 客户 | AUM | 商机类型 | 建议动作 | 建议方式 |
|--------|------|-----|---------|---------|---------|
| P0 | {姓名} | {X}万 | {类型} | {动作} | 电话/面谈 |
| P1 | {姓名} | {X}万 | {类型} | {动作} | 微信/电话 |
| P2 | {姓名} | {X}万 | {类型} | {动作} | 微信 |
### 详细分析
#### 1. {客户姓名} — {商机类型}
- **触达理由**：{具体原因}
- **建议话术要点**：{简要话术方向}
- **预期目标**：{预约面谈/续投/提升AUM}
#### 2. ...
### 今日重点
- 上午优先：{最紧急的1-2位客户}
- 下午跟进：{次优先客户}
---
*商机分析基于提供的客户数据，实际联系请结合客户近期状态灵活调整。*
Notes
- Data dependency: relies entirely on customer data injected by the user, does not call CRM
- Priority logic: maturity > loss care > AUM growth > dormant awakening
- Do not over-interpret: do not make inferences about customer information beyond the data scope
- Protect privacy: use customer names/codes in the output, do not expose sensitive information