client-onboarding
Skill0 starsChanged 47 days agoNo licenceView on GitHub
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 checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
8 other projects use a version of this.
Adopted by
Most recently taken up by
- strikersam/autonomous-ai-agencytheir own version, first seen Oct 19, 2026
- b2bforce/b2bforcetheir own version, first seen Oct 19, 2026
- teachskillofskills-ai/DigitalMarketingPro-techshutheir own version, first seen Oct 11, 2026
- chriswestt/claude-skillstheir own version, first seen Oct 9, 2026
- poorvith-mp/skills-sales-supporttheir own version, first seen Sep 6, 2026
- BenPrem/business-braintheir own version, first seen Aug 8, 2026
Other versions8 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 8
- indranilbanerjee/digital-marketing-pro★ 934same name
- strikersam/autonomous-ai-agency★ 11same name
- b2bforce/b2bforce★ 2same name
- BenPrem/business-brain★ 1same name
- chriswestt/claude-skills★ 0same name
- poorvith-mp/skills-sales-support★ 0same name
- teachskillofskills-ai/DigitalMarketingPro-techshu★ 0same name
- vbrevik/claude_code_skills★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository255 other files it gives its agents.
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- The first 60 shown.
The file
We split this skill into the rules it gives an agent
12 rules. 0 are common, 12 are distinctive, and 0 are very specific to this project.
0
Common
Most of the 8 edited versions we read keep these.
12
Distinctive
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
“Common” is measured: kept by at least 6 in 10 of the 8 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
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