OpenAgentSkill Registry Manifest
Skill: client-onboarding
Slug: joellewis-client-onboarding
Category: research
Description: 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'.

Agent fit:
- Decision: 63/100 Prototype first
- Primary fit: Finance and quant
- Role: Fallback candidate

Supply profile:
- Track: Research and knowledge work
- Scenario: RAG and knowledge
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Risky

Trust:
- Trust score: 75/100 Strong shortlist
- Audit: 77/100 Risky

Attribution:
- Status: Registry indexed
- Source: github candidate review
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-client-onboarding#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill client-onboarding

URLs:
- Web: https://www.openagentskill.com/skills/joellewis-client-onboarding
- API: https://www.openagentskill.com/api/agent/skills/joellewis-client-onboarding
- Install API: https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding