Next-Best-Action

by JoelLewis

Next-Best-Action is an AI Engineering skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Next-Best-Action

Copy Next-Best-Action into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/next-best-action ~/.claude/skills/next-best-action

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/next-best-action/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/next-best-action
Collection: One of 25 skills cataloged from this repository
Category: AI Engineering — 3475 skills

What Next-Best-Action does

Next-Best-Action designs event-driven recommendation engines for advisors. Use it to detect portfolio, life, market, and compliance triggers, rank competing actions, route them to the right person, and track acceptance.

Next-Best-Action is cataloged under AI Engineering on DirSkills. Next-Best-Action comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Next-Best-Action — Event-Driven Advisor Recommendations

Core Concepts

Next-Best-Action Framework

Next-best-action is an advisor productivity and client service methodology that analyzes client data across systems to surface the single most valuable action an advisor should take for each client at any given time. The concept originates in CRM and marketing automation — industries that have long used event-driven recommendation engines to guide customer-facing personnel toward high-value interactions — but its application in wealth management addresses a distinct set of challenges: advisors managing hundreds of client relationships cannot manually monitor every portfolio, life event, compliance deadline, and practice touchpoint across their entire book of business.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Next-Best-Action

What else does JoelLewis publish alongside Next-Best-Action?
Next-Best-Action is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Next-Best-Action does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Next-Best-Action compare to other AI Engineering skills?
Next-Best-Action ranks #3038 by stars among the 3475 AI Engineering skills in this catalog. The most-starred ones next to it are Architecture Decision Records, AI-First Engineering and Agentic OS. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Next-Best-Action against them. Open each page to compare what they document and how they install.