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Productivity · SKILL.md

post-investment-companion

post-investment-companion

基金投后客户沟通服务工具。适用于理财经理对持有基金/投顾组合的客户进行投后沟通、 持仓情况说明、收益触达沟通、回撤话术支持、定期回顾等场景。当用户需要"投后沟通" (含"投后陪伴")、"客户持仓关怀"、"基金持有人沟通"、"收益触达分析"、"回撤应对话术"、 "持仓客户维护"、"定期客户回顾"时触发。输出包含每日市场热点解读+三个核心投后 问题(沟通频率、收益满意度、策略及变化应对)的完整沟通方案。

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