iblai/financial-services-agents
11 skills
$npx skills add iblai/financial-services-agentsSkillInstalls
blackrock-aladdinBlackRock Aladdin risk and portfolio management platform; lets an agent query VaR, factor exposures, stress test scenarios, risk limit utilization, and…bloomberg-terminalBloomberg's financial data platform; lets an agent fetch real-time and historical price data, volatility surfaces, rates curves, credit spreads, and sell-side…docusignDocuSign electronic signature platform; lets an agent send, track, and retrieve signed documents for client onboarding agreements, advisory contracts, and…factsetFactSet financial data and research platform; lets an agent retrieve equity fundamentals, earnings estimates, sell-side research, sector classifications, and…lexisnexis-worldcomplianceLexisNexis WorldCompliance screening platform; lets an agent screen individuals and entities against OFAC SDN, PEP databases, global sanctions lists, and…morningstar-directMorningstar Direct investment research and data platform; lets an agent retrieve fund ratings, ESG scores, performance data, peer universe comparisons, and…nice-actimizeNICE Actimize financial crime platform; lets an agent retrieve fraud and AML transaction monitoring alerts, update dispositions, and route SAR candidates to…salesforce-financial-services-cloudSalesforce CRM for financial advisors and wealth management firms; lets an agent read and write client profiles, household data, suitability records, and…servicenowServiceNow IT service management platform; lets an agent create, update, route, and close IT incidents and fraud investigation cases, track SLA compliance, and…splunkSplunk SIEM platform; lets an agent query authentication logs, endpoint events, and network activity to investigate security incidents, correlate fraud…workivaWorkiva (Wdesk) financial reporting and compliance platform; lets an agent draft SEC filings, manage XBRL tagging, track reviewer sign-offs, and retrieve SOX…