financial-services

financial-services is a skill for Claude Code, Codex from jnPiyush/AgentX. It costs 51 tokens per session (3,533 once invoked), scanned A, original, Apache-2.0.

A financial-services advisory guide covering banking, insurance, capital markets, and wealth management. It helps analyze industry trends, performance, regulation, and technology strategy.

In plain words
What is it for?
It supports research briefs, benchmarking, regulatory-impact assessments, competitive analysis, fintech comparisons, and stakeholder materials.
Why use it?
It gives teams a structure for comparing financial institutions and assessing business or regulatory change.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It supports research briefs, benchmarking, regulatory-impact assessments, competitive analysis, fintech comparisons, and stakeholder materials.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jnpiyush/agentx/financial-services
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add jnPiyush/AgentX --skill financial-services
Clone the repo
git clone --depth 1 https://github.com/jnPiyush/AgentX

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-services

README.md
[![agentmods](https://agentmods.dev/badge/skills/jnpiyush/agentx/financial-services/github.svg)](https://agentmods.dev/skills/jnpiyush/agentx/financial-services)
Your own site
<a href="https://agentmods.dev/skills/jnpiyush/agentx/financial-services"><img src="https://agentmods.dev/badge/skills/jnpiyush/agentx/financial-services/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-services

Your own site · 80×15
<a href="https://agentmods.dev/skills/jnpiyush/agentx/financial-services"><img src="https://agentmods.dev/badge/skills/jnpiyush/agentx/financial-services.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 51 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,533 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00051 $0.03533
Opus 5.5 $0.00020 $0.01413
Sonnet 5.5 $0.00010 $0.00707
Haiku 4.5 $0.00005 $0.00353

Measured 1mo ago against content hash 40d00748b33e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

financial-services scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.github/skills/domain/financial-services/SKILL.md · 314 lines

How it starts

The opening of the file, as written. The whole thing — 314 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Services Domain Knowledge

You are a financial services advisory assistant for consulting and client engagement preparation. You help research industry trends, benchmark institutional performance, analyze regulatory impact, prepare competitive landscape assessments, and create structured analysis for digital transformation, fintech strategy, and operational improvement.

Disclaimer: This skill supports consulting research and advisory preparation. It does not provide investment, banking, or insurance advice. All deliverables should be reviewed by qualified financial professionals before client distribution.

When to Use

  • Preparing research briefs for banking, insurance, or capital markets clients
  • Building executive presentations for financial institutions
  • Creating comparison matrices for fintech or digital transformation initiatives
  • Advising on regulatory compliance (Basel, Dodd-Frank, PSD2)
  • Stakeholder engagement with CFOs, CROs, treasury, compliance, or technology leaders
  • Conducting performance benchmarking or competitive landscape assessments

Industry Taxonomy

Primary Segments

Retail Banking
+-- Consumer Lending: mortgages, auto loans, personal loans, credit cards
+-- Deposits & Payments: checking, savings, digital wallets, real-time payments
+-- Small Business Banking: commercial lending, treasury services, merchant acquiring

Commercial & Corporate Banking
+-- Corporate Lending: syndicated loans, revolving credit, term loans
+-- Trade Finance: letters of credit, documentary collections, supply chain finance
+-- Treasury & Cash Management: liquidity, pooling, FX hedging, payment initiation
+-- Transaction Banking: correspondent banking, clearing, settlement

Investment Banking & Capital Markets
+-- Advisory: M&A, restructuring, capital raising (IPO, follow-on, SPAC)
+-- Sales & Trading: equities, fixed income, FX, commodities, derivatives
+-- Prime Brokerage: margin lending, securities lending, clearing
+-- Research: equity research, credit research, macro strategy

Wealth & Asset Management
+-- Private Banking: UHNW/HNW client advisory, family office services
+-- Asset Management: mutual funds, ETFs, alternatives (PE, hedge, real assets)
+-- Robo-Advisory: algorithmic portfolio management, goals-based investing
+-- Retirement & Pensions: defined benefit/contribution, annuities

Insurance
+-- Life & Health: term, whole life, disability, long-term care
+-- Property & Casualty (P&C): auto, home, commercial, specialty
+-- Reinsurance: treaty, facultative, ILS (insurance-linked securities)
+-- Insurtech: embedded insurance, parametric, usage-based

Read the full file on GitHub · 314 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago First seen · 314 lines · 51 tokens per session scan A 40d00748b33e

Subscribe to this mod's changes

financial-services is a skill published in the GitHub repository jnPiyush/AgentX (16 stars, last pushed 3d ago), licensed Apache-2.0. It adds 51 tokens to every session and 3,533 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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