feat: relationship-banking-manager skill package v0.1.0

2026-08-14 17:19:39 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
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+# Data provenance — relationship-banking-manager
+
+Where the content of this skill package comes from, counted by
+content items (tasks, competences, tools, evidence entries, curated
+knowledge). Rendered live by Gitea:
+
+```mermaid
+%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#ff355e','pie4':'#d97757','pie5':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — relationship-banking-manager
+    "ESCO (occupation & competences)" : 57
+    "O*NET (tasks & tools)" : 139
+    "Job boards (market evidence)" : 118
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 176
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 57 | 11.5 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 139 | 28.0 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 118 | 23.8 % | references/market.md (full report) + "Market evidence" headline sections |
+| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
+| Anthropic official Claude skills | 6 | 1.2 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 176 | 35.5 % | references/ai-skills.md (per-source attribution inside) |
+| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
+
+Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
+job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
+paraphrased with source URLs — never copied · external AI skills are
+linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,68 @@
+---
+name: relationship-banking-manager
+description: "Occupational skill for the role 'relationship banking manager' (also: client manager, relations banker, financial products relationship manager, personal financial advisor, commercial banking relationship manager, private banking relationship manager). Use when the user asks for typical relationship banking manager work such as: typical relationship banking manager responsibilities"
+---
+
+# Relationship Banking Manager
+
+Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial products and services to customers. They also manage the total relationship with customers and are responsible for optimising business results and customer satisfaction.
+
+## Core workflow
+
+
+## How to use this skill
+
+- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
+- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
+- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
+- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
+- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
+
+## Key competences (essential)
+
+- advise on financial matters
+- advise on investment
+- apply technical communication skills
+- consult credit score
+- core banking software
+- corporate social responsibility
+- create a financial plan
+- customer service
+- enforce financial policies
+- financial analysis
+- financial jurisdiction
+- financial management
+- financial markets
+- financial products
+- financial statements
+
+## Hot technologies
+
+- Microsoft Access
+- Microsoft Excel
+- Microsoft Office software
+- Microsoft Outlook
+- Microsoft PowerPoint
+- Microsoft Project
+- Microsoft SQL Server
+- Microsoft Visual Basic
+- Microsoft Word
+- Salesforce software
+
+
+<!-- hot-tech -->
+
+## Hot technologies
+
+Top tools from 43 gated job ads (see references/market.md, as of 2026-07-19):
+
+- Microsoft Excel — 12 %
+- Microsoft Word — 12 %
+- Microsoft Office — 9 %
+- Salesforce — 9 %
+- Microsoft Outlook — 7 %
+
+<!-- hot-tech -->
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/d96de969-d43d-4082-8559-7fc35484a217), O*NET 30.3 (13-2052.00, manual nearest match). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,274 @@
+{
+  "name": "relationship-banking-manager",
+  "title": "relationship banking manager",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/d96de969-d43d-4082-8559-7fc35484a217",
+    "esco_code": "2412.4.1",
+    "isco_group": "2412",
+    "onet_soc": "13-2052.00",
+    "crosswalk_match": "manual nearest via ISCO 2412 (Personal Financial Advisors)"
+  },
+  "sources": [
+    {
+      "name": "ESCO",
+      "version": "1.2.1",
+      "url": "https://esco.ec.europa.eu/"
+    },
+    {
+      "name": "O*NET",
+      "version": "30.3",
+      "url": "https://www.onetcenter.org/",
+      "license": "CC BY 4.0"
+    }
+  ],
+  "attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
+  "counts": {
+    "tasks": 0,
+    "dwas": 0,
+    "skills_essential": 25,
+    "skills_optional": 31,
+    "software": 0
+  },
+  "enrichment_ai_skills": {
+    "generated": "2026-07-14",
+    "method": "deterministic mapping (ISCO prefix + title/competence keywords)",
+    "sources": {
+      "anthropics/skills": {
+        "repo": "https://github.com/anthropics/skills",
+        "commit": "f6656c1",
+        "license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
+        "skills": 3
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 10
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 3
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 6
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "davila7/claude-code-templates": {
+        "repo": "https://github.com/davila7/claude-code-templates",
+        "commit": "fa79251",
+        "license": "MIT",
+        "skills": 3
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 7
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 12
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 1
+      },
+      "mukul975/Anthropic-Cybersecurity-Skills": {
+        "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
+        "commit": "673da1f",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nexscope-ai/eCommerce-Skills": {
+        "repo": "https://github.com/nexscope-ai/eCommerce-Skills",
+        "commit": "56f3288",
+        "license": "MIT",
+        "skills": 4
+      },
+      "K-Dense-AI/claude-scientific-skills": {
+        "repo": "https://github.com/K-Dense-AI/claude-scientific-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/scientific-agent-skills": {
+        "repo": "https://github.com/K-Dense-AI/scientific-agent-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "microsoft/skills": {
+        "repo": "https://github.com/microsoft/skills",
+        "commit": "dc543aa",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nowork-studio/NotFair": {
+        "repo": "https://github.com/nowork-studio/NotFair",
+        "commit": "99bda4b",
+        "license": "MIT",
+        "skills": 1
+      },
+      "harperreed/dotfiles": {
+        "repo": "https://github.com/harperreed/dotfiles",
+        "commit": "6b5ced1",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ahacker-1/cre-agent-skills": {
+        "repo": "https://github.com/ahacker-1/cre-agent-skills",
+        "commit": "618734e",
+        "license": "Apache-2.0",
+        "skills": 3
+      },
+      "nexu-io/open-design": {
+        "repo": "https://github.com/nexu-io/open-design",
+        "commit": "4b66023",
+        "license": "Apache-2.0",
+        "skills": 3
+      },
+      "aaron-he-zhu/aaron-marketing-skills": {
+        "repo": "https://github.com/aaron-he-zhu/aaron-marketing-skills",
+        "commit": "b7b0b9f",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "zebbern/claude-code-guide": {
+        "repo": "https://github.com/zebbern/claude-code-guide",
+        "commit": "d2c5280",
+        "license": "MIT",
+        "skills": 1
+      },
+      "sergebulaev/linkedin-skills": {
+        "repo": "https://github.com/sergebulaev/linkedin-skills",
+        "commit": "d99e71c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/claude-code-flow": {
+        "repo": "https://github.com/ruvnet/claude-code-flow",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/ruflo": {
+        "repo": "https://github.com/ruvnet/ruflo",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "indranilbanerjee/digital-marketing-pro": {
+        "repo": "https://github.com/indranilbanerjee/digital-marketing-pro",
+        "commit": "a3d119c",
+        "license": "MIT",
+        "skills": 2
+      },
+      "googleworkspace/cli": {
+        "repo": "https://github.com/googleworkspace/cli",
+        "commit": "a3768d0",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "codeaholicguy/ai-devkit": {
+        "repo": "https://github.com/codeaholicguy/ai-devkit",
+        "commit": "c037861",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "license": "MIT",
+        "skills": 2
+      },
+      "coreyhaines31/makerskills": {
+        "repo": "https://github.com/coreyhaines31/makerskills",
+        "commit": "17218de",
+        "license": "MIT",
+        "skills": 1
+      },
+      "basicmachines-co/basic-memory": {
+        "repo": "https://github.com/basicmachines-co/basic-memory",
+        "commit": "53da71c",
+        "license": "custom (see upstream LICENSE)",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 63,
+      "adjacent": 17
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 57,
+      "onet": 139,
+      "jobads": 118,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 176,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 11.5,
+      "onet": 28.0,
+      "jobads": 23.8,
+      "wiki_ai": 0.0,
+      "anthropic": 1.2,
+      "ai_skills": 35.5,
+      "stackx": 0.0
+    },
+    "method": "content items per source category"
+  },
+  "collar": "white",
+  "computer_work": true
+}
--- a/references/ai-skills.md
+++ b/references/ai-skills.md
@@ -0,0 +1,370 @@
+# External AI agent skills — relationship-banking-manager
+
+Proven, publicly available AI agent skills mapped to this occupation.
+Nothing is copied from the sources: every entry is a name, a one-line
+summary and a link to the upstream skill package. Each section names
+its source repository, commit, license and retrieval date.
+
+**Tiers:** `core` = the skill directly exercises a top market hard
+skill, tool or method (from gated job-ad evidence) or an essential
+ESCO competence of this occupation; `adjacent` =
+plausibly useful, secondary. Entries are capped at 12 per source
+and 80 in total per occupation (core first,
+strongest matches survive); everything beyond the caps is excluded
+and logged in the pipeline audit trail, not in this package.
+
+_Matched deterministically (ISCO group + title/competence keywords,
+tiered against market evidence + ESCO essentials) by
+`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._
+
+## Source: anthropics/skills
+
+- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14)
+- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) |
+| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) |
+| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) |
+
+## Source: a5c-ai/babysitter
+
+- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `throughput-accountant` | core | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) |
+| `three-statement-model-builder` | core | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
+| `xbrl-filing-generator` | core | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
+| `portfolio-construction` | core | Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/portfolio-construction) |
+| `fraud-risk-assessor` | core | Fraud risk assessment skill based on the fraud triangle with red flag detection | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/fraud-risk-assessor) |
+| `monte-carlo-financial-simulator` | adjacent | Stochastic simulation skill for financial modeling with probability distributions and risk quantification | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/monte-carlo-financial-simulator) |
+| `financial-dashboard-generator` | adjacent | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
+
+## Source: aaron-he-zhu/aaron-marketing-skills
+
+- Repository: [https://github.com/aaron-he-zhu/aaron-marketing-skills](https://github.com/aaron-he-zhu/aaron-marketing-skills) (commit `b7b0b9f`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `attribution-reconciler` | core | Use when platform-reported conversions disagree with GA4/ecommerce, when you suspect Meta and Google are double-counting the same sales, or for a standing (monthly) reconciliation workbook that de-dups stacked credit against an order-ID … | [source](https://github.com/aaron-he-zhu/aaron-marketing-skills/tree/b7b0b9f/ad/scale/attribution-reconciler) |
+
+## Source: affaan-m/everything-claude-code
+
+- Repository: [https://github.com/affaan-m/everything-claude-code](https://github.com/affaan-m/everything-claude-code) (commit `ed38744`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `investor-materials` | core | Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/.agents/skills/investor-materials) |
+
+## Source: AgriciDaniel/claude-ads
+
+- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `ads-plan` | core | Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-plan) |
+| `ads-optimize` | adjacent | Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-optimize) |
+
+## Source: ahacker-1/cre-agent-skills
+
+- Repository: [https://github.com/ahacker-1/cre-agent-skills](https://github.com/ahacker-1/cre-agent-skills) (commit `618734e`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cre-office` | core | CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-office) |
+| `cre-due-diligence` | core | CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-due-diligence) |
+| `cre-asset-management` | adjacent | CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-asset-management) |
+
+## Source: alirezarezvani/claude-skills
+
+- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-analyst` | core | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) |
+| `risk-management-specialist` | core | Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/ra-qm-team/skills/risk-management-specialist) |
+| `finance-skills` | core | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) |
+| `tech-stack-evaluator` | core | Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/engineering-team/skills/tech-stack-evaluator) |
+| `cmo-advisor` | core | Marketing leadership for scaling companies. Brand positioning, growth model design, marketing budget allocation, and marketing org design. Use when designing brand strategy, selecting growth models (PLG vs sales-led vs community-led), … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/c-level-advisor/skills/cmo-advisor) |
+| `ma-playbook` | core | M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation. | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/c-level-advisor/skills/ma-playbook) |
+
+## Source: basicmachines-co/basic-memory
+
+- Repository: [https://github.com/basicmachines-co/basic-memory](https://github.com/basicmachines-co/basic-memory) (commit `53da71c`, retrieved 2026-07-14)
+- License: custom (see upstream LICENSE)
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `memory-tasks` | adjacent | Task management via Basic Memory schemas: create, track, and resume structured tasks that survive context compaction. Uses BM's schema system for uniform notes queryable through the knowledge graph. | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-tasks) |
+
+## Source: brycewang-stanford/Auto-Empirical-Research-Skills
+
+- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14)
+- License: CC-BY-4.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cost-benefit` | core | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) |
+| `education-data-source-nccs` | adjacent | NCCS — Form 990 data for private nonprofit colleges (Portal: IPEDS-matched, 1993-2016). Revenue, expenses, assets, endowment, governance beyond IPEDS. Use when IRS financial depth needed. Portal ends 2016; public institutions excluded (no … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/17-DAAF-Contribution-Community-daaf/dot-claude/skills/education-data-source-nccs) |
+| `stata-accounting-guide` | adjacent | STATA code for empirical accounting and financial economics research | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/analysis/econometrics/stata-accounting-guide) |
+
+## Source: codeaholicguy/ai-devkit
+
+- Repository: [https://github.com/codeaholicguy/ai-devkit](https://github.com/codeaholicguy/ai-devkit) (commit `c037861`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `dev-planning` | core | AI DevKit · Planning phase guidance for creating and reconciling feature task plans. Use when the user wants to create an implementation plan, update planning docs, mark task progress, capture blockers or new tasks, or run dev-lifecycle … | [source](https://github.com/codeaholicguy/ai-devkit/tree/c037861/skills/dev-planning) |
+
+## Source: coreyhaines31/makerskills
+
+- Repository: [https://github.com/coreyhaines31/makerskills](https://github.com/coreyhaines31/makerskills) (commit `17218de`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-cfo` | adjacent | When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/personal-cfo) |
+
+## Source: davepoon/buildwithclaude
+
+- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-model` | core | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) |
+
+## Source: davila7/claude-code-templates
+
+- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `risk-management-specialist` | core | Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/risk-management-specialist) |
+| `gh-fix-ci` | core | Inspect GitHub PR checks with gh, pull failing GitHub Actions logs, summarize failure context, then create a fix plan and implement after user approval. Use when a user asks to debug or fix failing PR CI/CD checks on GitHub Actions and … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/development/gh-fix-ci) |
+| `prompt-engineer` | adjacent | Expert in designing effective prompts for LLM-powered applications. Masters prompt structure, context management, output formatting, and prompt evaluation. Use when: prompt engineering, system prompt, few-shot, chain of thought, prompt … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/prompt-engineer) |
+
+## Source: foryourhealth111-pixel/Vibe-Skills
+
+- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `edgartools` | core | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
+
+## Source: googleworkspace/cli
+
+- Repository: [https://github.com/googleworkspace/cli](https://github.com/googleworkspace/cli) (commit `a3768d0`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `recipe-log-deal-update` | core | Append a deal status update to a Google Sheets sales tracking spreadsheet. | [source](https://github.com/googleworkspace/cli/tree/a3768d0/skills/recipe-log-deal-update) |
+
+## Source: harperreed/dotfiles
+
+- Repository: [https://github.com/harperreed/dotfiles](https://github.com/harperreed/dotfiles) (commit `6b5ced1`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-finance-planning` | core | Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … | [source](https://github.com/harperreed/dotfiles/tree/6b5ced1/.claude/skills-archive/personal-finance-planning) |
+
+## Source: himself65/finance-skills
+
+- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `yfinance-data` | core | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
+
+## Source: indranilbanerjee/digital-marketing-pro
+
+- Repository: [https://github.com/indranilbanerjee/digital-marketing-pro](https://github.com/indranilbanerjee/digital-marketing-pro) (commit `a3d119c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `qbr-plan` | core | Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/qbr-plan) |
+| `media-plan` | core | Create a paid media plan. Use when: building media buy schedules, cross-channel budget allocation, or creative rotation calendars. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/media-plan) |
+
+## Source: jeremylongshore/claude-code-plugins-plus-skills
+
+- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `fondo-debug-bundle` | core | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) |
+| `find-cpa-firm` | core | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
+| `fondo-core-workflow-a` | core | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
+| `fondo-upgrade-migration` | core | Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-upgrade-migration) |
+| `fondo-webhooks-events` | core | Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-webhooks-events) |
+| `snowflake-cost-tuning` | core | Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/snowflake-pack/skills/snowflake-cost-tuning) |
+| `form-deck` | core | Use when asked to design a pitch deck, presentation, or slide set. Examples: "design a pitch deck", "create a sales deck", "make a conference presentation", "build an investor deck", "help me present this to the board", "create slides for … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/tonone/skills/form-deck) |
+| `hubspot-bulk-migration` | core | Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/hubspot-pack/skills/hubspot-bulk-migration) |
+| `oraclecloud-sdk-patterns` | core | Production-grade OCI SDK patterns for client lifecycle, retry logic, and memory leak avoidance. Use when building long-running OCI services, fixing memory leaks with Instance Principal auth, or implementing retry/backoff. Trigger with "oci … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/oraclecloud-pack/skills/oraclecloud-sdk-patterns) |
+| `calculating-crypto-taxes` | core | Calculate cryptocurrency tax obligations with cost basis tracking, capital gains computation, and Form 8949 generation. Use when calculating crypto taxes, generating tax reports, comparing cost basis methods, or identifying taxable events. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/crypto/crypto-tax-calculator/skills/calculating-crypto-taxes) |
+| `ink-calendar` | core | Build a content calendar — editorial plan, publishing cadence, topic assignment, and distribution workflow. Use when asked to "build a content calendar", "plan our content for the quarter", "how often should we publish", or "create an … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/tonone/skills/ink-calendar) |
+| `fondo-hello-world` | adjacent | Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-hello-world) |
+
+## Source: K-Dense-AI/claude-scientific-skills
+
+- Repository: [https://github.com/K-Dense-AI/claude-scientific-skills](https://github.com/K-Dense-AI/claude-scientific-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/xlsx) |
+
+## Source: K-Dense-AI/scientific-agent-skills
+
+- Repository: [https://github.com/K-Dense-AI/scientific-agent-skills](https://github.com/K-Dense-AI/scientific-agent-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/xlsx) |
+
+## Source: kazukinagata/shinkoku
+
+- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `settlement` | core | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
+
+## Source: microsoft/skills
+
+- Repository: [https://github.com/microsoft/skills](https://github.com/microsoft/skills) (commit `dc543aa`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `azure-ai-projects-dotnet` | core | Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-dotnet/skills/azure-ai-projects-dotnet) |
+
+## Source: mohitagw15856/pm-claude-skills
+
+- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `credit-memo` | core | Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/credit-memo) |
+| `kyc-escalation` | core | Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/kyc-escalation) |
+| `financial-statement-explainer` | core | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
+| `invoice-generator` | core | Create a professional, complete invoice for a client or customer. Use when asked to write an invoice, create a bill, draft a freelance/contractor invoice, or set up an invoice template. Produces a clear invoice — your and the client's … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/invoice-generator) |
+| `lifecycle-crm-plan` | core | Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-growth/skills/lifecycle-crm-plan) |
+| `win-loss-analysis` | core | Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-pmm/skills/win-loss-analysis) |
+| `slide-deck` | core | Build a real, editable PowerPoint (.pptx) deck from an outline or brief. Use when asked to make a slide deck, a PowerPoint, a pitch/board/sales deck as an actual file, or to turn a doc/notes into slides. Produces an actual .pptx via a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/slide-deck) |
+| `multi-source-signal-synthesiser` | core | Synthesises user signals from multiple research sources into a unified, weighted insight brief. Use when you have data from interviews, support tickets, NPS verbatims, app reviews, or sales calls and need to reconcile contradictions, … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-advanced/skills/multi-source-signal-synthesiser) |
+| `excel-model` | adjacent | Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/excel-model) |
+| `financial-model-narrative` | adjacent | Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/financial-model-narrative) |
+
+## Source: mukul975/Anthropic-Cybersecurity-Skills
+
+- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) |
+
+## Source: nexscope-ai/eCommerce-Skills
+
+- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `supply-chain-optimization-tiktok` | core | Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-tiktok) |
+| `supply-chain-optimization-shopify` | core | Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-shopify) |
+| `shopify-tax-compliance` | core | Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/shopify-tax-compliance) |
+| `etsy-advertising` | adjacent | Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/etsy-advertising) |
+
+## Source: nexu-io/open-design
+
+- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `slides` | core | Create and edit .pptx presentation decks with PptxGenJS. Useful for sales decks, kickoff briefs, and design-system showcases. | [source](https://github.com/nexu-io/open-design/tree/4b66023/skills/slides) |
+| `huashu-bento-insight` | core | Open Design vs closed cloud design tools: a side-by-side displacement case on control, cost (BYOK), and lock-in. Built as a decision-grade B2B sales deck for evaluation committee. | [source](https://github.com/nexu-io/open-design/tree/4b66023/plugins/_official/examples/huashu-bento-insight) |
+| `finance-report` | adjacent | Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/finance-report) |
+
+## Source: nowork-studio/NotFair
+
+- Repository: [https://github.com/nowork-studio/NotFair](https://github.com/nowork-studio/NotFair) (commit `99bda4b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `google-ads` | core | Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … | [source](https://github.com/nowork-studio/NotFair/tree/99bda4b/google-ads/manage) |
+
+## Source: open-gitagent/opengap
+
+- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `document-review` | core | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
+
+## Source: ruvnet/claude-code-flow
+
+- Repository: [https://github.com/ruvnet/claude-code-flow](https://github.com/ruvnet/claude-code-flow) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `pod-sales` | core | Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/plugins/ruflo-business-pods/skills/pod-sales) |
+
+## Source: ruvnet/ruflo
+
+- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `pod-sales` | core | Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/plugins/ruflo-business-pods/skills/pod-sales) |
+
+## Source: sergebulaev/linkedin-skills
+
+- Repository: [https://github.com/sergebulaev/linkedin-skills](https://github.com/sergebulaev/linkedin-skills) (commit `d99e71c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `linkedin-employee-advocacy` | core | Stand up and run a LinkedIn employee advocacy program for a marketing or sales team. Covers 14-day launch playbook, brand-guideline governance, per-post time budget, cadence benchmarks, and team ROI (reach, engagement, pipeline). Triggers … | [source](https://github.com/sergebulaev/linkedin-skills/tree/d99e71c/.codex-marketplace/linkedin-skills/skills/linkedin-employee-advocacy) |
+
+## Source: vibeeval/vibecosystem
+
+- Repository: [https://github.com/vibeeval/vibecosystem](https://github.com/vibeeval/vibecosystem) (commit `cea9462`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `minimax-xlsx` | core | Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/minimax-xlsx) |
+
+## Source: zebbern/claude-code-guide
+
+- Repository: [https://github.com/zebbern/claude-code-guide](https://github.com/zebbern/claude-code-guide) (commit `d2c5280`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `vc-industry-research` | core | Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … | [source](https://github.com/zebbern/claude-code-guide/tree/d2c5280/skills/vc-industry-research) |
--- a/references/market.md
+++ b/references/market.md
@@ -0,0 +1,161 @@
+# Market evidence report — relationship-banking-manager
+
+Source: **43 real job ads** (JSearch API, countries: us 43), extracted into the MSSQL evidence store; as of 2026-07-19.
+This report contains extracted, aggregated facts only — no ad text is
+reproduced (copyright / platform terms).
+
+## Seniority distribution
+
+| Seniority | Ads | Share |
+|---|---|---|
+| mid | 32 | 74 % |
+| senior | 7 | 16 % |
+| junior | 2 | 5 % |
+| lead | 2 | 5 % |
+
+## Tools — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | Microsoft Excel | 5 | 12 % |
+| 2 | Microsoft Word | 5 | 12 % |
+| 3 | Microsoft Office | 4 | 9 % |
+| 4 | Salesforce | 4 | 9 % |
+| 5 | Microsoft Outlook | 3 | 7 % |
+
+## Hard skills — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | business development | 26 | 60 % |
+| 2 | risk management | 20 | 47 % |
+| 3 | credit analysis | 17 | 40 % |
+| 4 | financial analysis | 14 | 33 % |
+| 5 | financial statement analysis | 13 | 30 % |
+| 6 | commercial lending | 12 | 28 % |
+| 7 | loan structuring | 12 | 28 % |
+| 8 | relationship management | 10 | 23 % |
+| 9 | sales | 9 | 21 % |
+| 10 | portfolio management | 8 | 19 % |
+| 11 | negotiation | 6 | 14 % |
+| 12 | account relationship management | 5 | 12 % |
+| 13 | client relationship management | 5 | 12 % |
+| 14 | risk assessment | 5 | 12 % |
+| 15 | loan servicing | 4 | 9 % |
+| 16 | sales performance | 4 | 9 % |
+| 17 | credit risk assessment | 3 | 7 % |
+| 18 | customer service | 3 | 7 % |
+| 19 | sales negotiation | 3 | 7 % |
+
+## Methods — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | cross-selling | 4 | 9 % |
+| 2 | prospecting | 4 | 9 % |
+| 3 | Know Your Customer (KYC) | 3 | 7 % |
+| 4 | pipeline management | 3 | 7 % |
+| 5 | relationship management program | 3 | 7 % |
+
+## Responsibilities — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | cross-selling | 11 | 26 % |
+| 2 | portfolio management | 10 | 23 % |
+| 3 | prospecting | 8 | 19 % |
+| 4 | client relationship management | 7 | 16 % |
+| 5 | loan origination | 7 | 16 % |
+| 6 | relationship management | 6 | 14 % |
+| 7 | client servicing | 5 | 12 % |
+| 8 | delinquent account collection | 5 | 12 % |
+| 9 | portfolio monitoring | 5 | 12 % |
+| 10 | relationship development | 5 | 12 % |
+| 11 | financial statement interpretation | 4 | 9 % |
+| 12 | loan presentation | 4 | 9 % |
+| 13 | relationship building | 4 | 9 % |
+| 14 | budget goal achievement | 3 | 7 % |
+| 15 | client relationship development | 3 | 7 % |
+| 16 | community networking | 3 | 7 % |
+| 17 | financial needs assessment | 3 | 7 % |
+| 18 | new business acquisition | 3 | 7 % |
+| 19 | new business development | 3 | 7 % |
+| 20 | new business solicitation | 3 | 7 % |
+| 21 | portfolio growth | 3 | 7 % |
+
+## Regional breakdown
+
+> **Corpus note:** 43 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
+
+### US (us)
+
+43 ads.
+
+**Top hard skills:**
+
+- business development — 60 % (26 ads)
+- risk management — 47 % (20 ads)
+- credit analysis — 40 % (17 ads)
+- financial analysis — 33 % (14 ads)
+- financial statement analysis — 30 % (13 ads)
+- commercial lending — 28 % (12 ads)
+- loan structuring — 28 % (12 ads)
+- relationship management — 23 % (10 ads)
+- sales — 21 % (9 ads)
+- portfolio management — 19 % (8 ads)
+
+**Top tools:**
+
+- Microsoft Excel — 12 % (5 ads)
+- Microsoft Word — 12 % (5 ads)
+- Microsoft Office — 9 % (4 ads)
+- Salesforce — 9 % (4 ads)
+- Microsoft Outlook — 7 % (3 ads)
+- copier — 5 % (2 ads)
+- fax machine — 5 % (2 ads)
+- Microsoft PowerPoint — 5 % (2 ads)
+- nCino — 5 % (2 ads)
+- telephone system — 5 % (2 ads)
+
+**Seniority:** mid 74 % · senior 16 % · junior 5 % · lead 5 %
+
+### UK (gb)
+
+**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+### EU/DACH (de, at, ch, nl)
+
+**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+
+## Job title variants in the market
+
+| Title | Ads |
+|---|---|
+| Business Banking Relationship Manager II | 2 |
+| Commercial Banking Relationship Manager II | 2 |
+| Commercial Relationship Manager | 2 |
+| Regional Commercial Banking Relationship Manager II | 2 |
+| Senior Business Banking Relationship Manager - Rockville, Columbia, or North Bethesda, MD | 2 |
+| VP, Private Banking Relationship Manager | 2 |
+| Business Banking Relationship Management Manager (LO) | 1 |
+| Business Banking Relationship Manager | 1 |
+| Business Banking Relationship Manager - Altoona, PA | 1 |
+| Business Banking Relationship Manager - Tysons Corner, VA | 1 |
+| Business Banking Relationship Manager III- Philadelphia Main Line, PA | 1 |
+| Business Banking Relationship Mgr. II - Manhattan/NYC | 1 |
+| Business Banking Senior Relationship Manager | 1 |
+| Business Relationship Manager I - Officer | 1 |
+| Comm Bnkg Relationship Mgr II | 1 |
+| Commercial Banking Relationship Manager | 1 |
+| Commercial Banking Relationship Manager III | 1 |
+| Director Relationship Manager-TMT Gaming (hybrid) | 1 |
+| Director, Middle Market Commercial Bank Relationship Manager | 1 |
+| GCM Relationship Manager III | 1 |
+| Key Private Bank Senior Relationship Manager | 1 |
+| Manager of Client Management | 1 |
+| Relationship Banker - Westminster, MD | 1 |
+| Relationship Banker in Gambrills, MD | 1 |
+| Relationship Banker, Abington-Washington St, Abington, MA | 1 |
+
+Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,25 @@
+# Occupation profile — relationship banking manager
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/d96de969-d43d-4082-8559-7fc35484a217
+- **ESCO code:** 2412.4.1
+- **ISCO-08 group:** 2412 — Financial and investment advisers
+
+## Description (ESCO)
+
+Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial products and services to customers. They also manage the total relationship with customers and are responsible for optimising business results and customer satisfaction.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- client manager
+- relations banker
+- financial products relationship manager
+- personal financial advisor
+- commercial banking relationship manager
+- private banking relationship manager
+- private banker
+- relationship banker
+- relationship manager
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,92 @@
+# Competences — relationship banking manager
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/d96de969-d43d-4082-8559-7fc35484a217).
+
+## Essential
+
+- **advise on financial matters** (skill/competence)
+- **advise on investment** (skill/competence)
+- **apply technical communication skills** (skill/competence)
+- **consult credit score** (skill/competence)
+- **core banking software** (knowledge)
+- **corporate social responsibility** (knowledge)
+- **create a financial plan** (skill/competence)
+- **customer service** (knowledge)
+- **enforce financial policies** (skill/competence)
+- **financial analysis** (knowledge)
+- **financial jurisdiction** (knowledge)
+- **financial management** (knowledge)
+- **financial markets** (knowledge)
+- **financial products** (knowledge)
+- **financial statements** (knowledge)
+- **follow company standards** (skill/competence)
+- **identify customer's needs** (skill/competence)
+- **liaise with managers** (skill/competence)
+- **maintain relationship with customers** (skill/competence)
+- **obtain financial information** (skill/competence)
+- **offer financial services** (skill/competence)
+- **prospect new customers** (skill/competence)
+- **provide cost benefit analysis reports** (skill/competence)
+- **provide financial product information** (skill/competence)
+- **strive for company growth** (skill/competence)
+
+## Optional
+
+- accounting techniques (knowledge)
+- advise on credit rating (skill/competence)
+- analyse business plans (skill/competence)
+- analyse financial performance of a company (skill/competence)
+- analyse financial risk (skill/competence)
+- analyse market financial trends (skill/competence)
+- apply credit risk policy (skill/competence)
+- assist in loan applications (skill/competence)
+- build business relationships (skill/competence)
+- business loans (knowledge)
+- business management principles (knowledge)
+- communicate with banking professionals (skill/competence)
+- conduct financial audits (skill/competence)
+- economics (knowledge)
+- ensure compliance with company regulations (skill/competence)
+- examine credit ratings (skill/competence)
+- foreign valuta (knowledge)
+- inform on interest rates (skill/competence)
+- manage financial risk (skill/competence)
+- monitor loan portfolio (skill/competence)
+- monitor stock market (skill/competence)
+- mortgage loans (knowledge)
+- negotiate with stakeholders (skill/competence)
+- operate financial instruments (skill/competence)
+- plan health and safety procedures (skill/competence)
+- present reports (skill/competence)
+- principles of insurance (knowledge)
+- relationship marketing (knowledge)
+- securities (knowledge)
+- tax legislation (knowledge)
+- types of insurance (knowledge)
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 43 ads, as of 2026-07-19)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Hard skills
+
+- business development — **60 %**
+- risk management — **47 %**
+- credit analysis — **40 %**
+- financial analysis — **33 %**
+- financial statement analysis — **30 %**
+- loan structuring — **28 %**
+- commercial lending — **28 %**
+- relationship management — **23 %**
+- sales — **21 %**
+- portfolio management — **19 %**
+
+### Responsibilities
+
+- cross-selling — **26 %**
+- portfolio management — **23 %**
+- prospecting — **19 %**
+
+<!-- market-evidence -->
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,45 @@
+# Tasks & work activities — relationship banking manager
+
+Source: O*NET 30.3, occupation 13-2052.00 (Personal Financial Advisors) — manual nearest-occupation mapping via ISCO group 2412; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+## Task statements
+
+- **[Core]** Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
+- **[Core]** Answer clients' questions about the purposes and details of financial plans and strategies.
+- **[Core]** Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
+- **[Core]** Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
+- **[Core]** Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
+- **[Core]** Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
+- **[Core]** Contact clients periodically to determine any changes in their financial status.
+- **[Core]** Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
+- **[Core]** Devise debt liquidation plans that include payoff priorities and timelines.
+- **[Supplemental]** Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
+- **[Supplemental]** Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
+- **[Supplemental]** Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
+- **[Supplemental]** Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
+- **[Core]** Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
+- **[Core]** Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
+- **[Core]** Manage client portfolios, keeping client plans up-to-date.
+- **[Core]** Recruit and maintain client bases.
+- **[Core]** Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
+- **[Core]** Investigate available investment opportunities to determine compatibility with client financial plans.
+- **[Core]** Monitor financial market trends to ensure that client plans are responsive.
+- **[Core]** Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
+
+## Detailed work activities
+
+- Advise others on financial matters.
+- Analyze market conditions or trends.
+- Assess financial status of clients.
+- Compute debt repayment schedules.
+- Confer with others about financial matters.
+- Correspond with customers to answer questions or resolve complaints.
+- Develop business relationships.
+- Disburse funds from clients accounts to creditors.
+- Educate clients on financial planning topics.
+- Identify strategic business investment opportunities.
+- Implement financial decisions.
+- Interpret financial information for others.
+- Interview clients to gather financial information.
+- Prepare financial documents, reports, or budgets.
+- Recommend investments to clients.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,108 @@
+# Tools & technology — relationship banking manager
+
+Source: O*NET 30.3, occupation 13-2052.00 (Personal Financial Advisors) — manual nearest-occupation mapping via ISCO group 2412; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Microsoft Access | Data base user interface and query software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft Outlook | Electronic mail software | yes |
+| Microsoft PowerPoint | Presentation software | yes |
+| Microsoft Project | Project management software | yes |
+| Microsoft SQL Server | Data base user interface and query software | yes |
+| Microsoft Visual Basic | Development environment software | yes |
+| Microsoft Word | Word processing software | yes |
+| Salesforce software | Customer relationship management CRM software | yes |
+| Structured query language SQL | Data base user interface and query software | yes |
+| Swift | Object or component oriented development software | yes |
+| ACT! ACT4Advisors | Customer relationship management CRM software |  |
+| Advent Axys | Financial analysis software |  |
+| AdviceAmerica AdvisorVision | Financial analysis software |  |
+| Advisory World ICE | Financial analysis software |  |
+| ASI Client Acquisition Solution | Financial analysis software |  |
+| Asset allocation software | Financial analysis software |  |
+| Automatic Data Processing ProxyEdge | Word processing software |  |
+| Brentmark Stock Option Risk Analyzer | Financial analysis software |  |
+| Cabinet NG CNG-SAFE | Document management software |  |
+| Cheshire Financial Planning Suite | Financial analysis software |  |
+| ComplianceMAX | Compliance software |  |
+| Corel QuattroPro | Spreadsheet software |  |
+| Cygnus IncomeMax | Financial analysis software |  |
+| DataViz Beyond Contacts | Customer relationship management CRM software |  |
+| Education planning software | Financial analysis software |  |
+| EISI NaviPlan | Financial analysis software |  |
+| eMoneyAdvisor AdvisorPlatform | Customer relationship management CRM software |  |
+| Estate Capitol Needs Analysis | Financial analysis software |  |
+| Estate planning software | Financial analysis software |  |
+| ExpenseWatch | Financial analysis software |  |
+| EZ-Data Client Data System | Customer relationship management CRM software |  |
+| FileMaker Pro | Data base user interface and query software |  |
+| Finance Logix Education Planner | Financial analysis software |  |
+| Finance Logix Insurance Planner | Financial analysis software |  |
+| Finance Logix Retirement Planner | Financial analysis software |  |
+| Financeware AASim | Financial analysis software |  |
+| Financeware Finance File Manager | Document management software |  |
+| Financeware WealthSimulator | Financial analysis software |  |
+| Financial Planning Consultants Practice Builder | Customer relationship management CRM software |  |
+| Financial planning presentation software | Presentation software |  |
+| Financial planning software | Financial analysis software |  |
+| Financial Profiles Profiles+ Professional | Financial analysis software |  |
+| Financial report generation software | Word processing software |  |
+| Fund accounting software | Accounting software |  |
+| Getting Things Done GTD software | Customer relationship management CRM software |  |
+| Host Analytics Host Budget | Financial analysis software |  |
+| Ibbotson Analyst | Financial analysis software |  |
+| Ibbotson Portfolio Strategist | Financial analysis software |  |
+| IBM Domino | Communications server software |  |
+| IBM Lotus 1-2-3 | Spreadsheet software |  |
+| Impact PlanLabX3 | Financial analysis software |  |
+| IMPACT Wealth Distribution Analysis | Financial analysis software |  |
+| Investigo | Customer relationship management CRM software |  |
+| Investment and business valuation template software | Financial analysis software |  |
+| Investment tracking software | Financial analysis software |  |
+| J&L Financial Planner | Financial analysis software |  |
+| Junxure CRM Software | Customer relationship management CRM software |  |
+| MasterPlan | Financial analysis software |  |
+| Microsoft Business Contact Manager | Customer relationship management CRM software |  |
+| Microsoft Dynamics | Enterprise resource planning ERP software |  |
+| Microsoft Money | Financial analysis software |  |
+| MoneyTree Silver Financial Planner (financial analysis feature) | Financial analysis software |  |
+| MoneyTree Silver Financial Planner (presentation feature) | Presentation software |  |
+| Monte Carlo simulation software | Analytical or scientific software |  |
+| Morningstar Principia | Financial analysis software |  |
+| Needs analysis software | Financial analysis software |  |
+| Net Worth Strategies Stock Opter Pro | Financial analysis software |  |
+| Optima IAS | Financial analysis software |  |
+| Oracle E-Business Suite Financials | Financial analysis software |  |
+| Oracle Hyperion | Enterprise resource planning ERP software |  |
+| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |  |
+| PIE Technologies MoneyGuidePro | Financial analysis software |  |
+| Pimlico Software DateBk | Calendar and scheduling software |  |
+| PlanPlus Pro | Financial analysis software |  |
+| PlanScan Portfolio Pathfinder | Financial analysis software |  |
+| Portfolio management software | Financial analysis software |  |
+| Practice management software PMS | Data base user interface and query software |  |
+| ProTracker Advantage | Customer relationship management CRM software |  |
+| Quicken | Financial analysis software |  |
+| Redtail Technology Our Business Online | Customer relationship management CRM software |  |
+| Retirement planning software | Financial analysis software |  |
+| Sage 50 Accounting | Accounting software |  |
+| Sawhney ExecPlan | Financial analysis software |  |
+| ScanSoft PaperPort Pro | Document management software |  |
+| ScenarioNow RetireNow | Financial analysis software |  |
+| SunGard Frontier | Financial analysis software |  |
+| SunGard LockBox | Document management software |  |
+| SunGard PlanningStation | Financial analysis software |  |
+| SunGard WebPlaid | Financial analysis software |  |
+| Tax planning software | Financial analysis software |  |
+| The Omni Group OmniPlan | Financial analysis software |  |
+| Thomson ONE Advisor | Financial analysis software |  |
+| Torrid Retirement Planner | Financial analysis software |  |
+| Unger Software Methusaleh | Financial analysis software |  |
+| WealthTec AllocationPro | Financial analysis software |  |
+| WealthTec Foundations | Financial analysis software |  |
+| WealthTec WealthMaster | Financial analysis software |  |
+| Web browser software | Internet browser software |  |
+| Web Information Solutions Pocket Informant | Customer relationship management CRM software |  |
+| World Software Corporation Worldox | Document management software |  |