Fsi Command Client Review

FSI Command: /client-review

Overview

This is the Hermes profile equivalent of the original Cowork slash command /client-review from wealth-management. Invoke it explicitly with /skill fsi-command-client-review or ask in natural language for this workflow.

When to Use

• Use when the user asks for /client-review or a client review financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Load the client-review skill and prepare a client meeting package with performance, allocation, and talking points.

If a client name is provided, use it. Otherwise ask who the meeting is with.

Hermes Invocation

• Explicit: /skill fsi-command-client-review
• Natural language: “Use the client-review command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.