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client-onboarding
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 i
Why this score
This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.
Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank
Security
Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.
None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.
A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan
Alternatives
Other makers' add-ons that do the same job, next to this one.
| Name | Score | Stars | Context | Updated |
|---|---|---|---|---|
| This oneclient-onboarding JoelLewis/finance_skills · Skill | 52 | ★ 213 | ≈155 always | 4mo ago |
| client-onboarding-proposal seranking/seo-skills · Skill Both about onboarding and client | 52 | ★ 177 | ≈32 always | 4mo ago |
| onboarding docmancer/docmancer · Skill Both about onboarding | 51 | ★ 131 | ≈19 always | 3mo ago |
| cloud-onboarding elastic/agent-skills · Skill Both about onboarding | 65 | ★ 594 | ≈25 always | 16d ago |
| alpaca-broker-account-onboarding alpacahq/alpaca-skills · Skill Both about onboarding and cip | 56 | ★ 156 | ≈88 always | 2mo ago |
| repo-onboarding hoangsonww/Claude-Code-Agent-Monitor · Skill Both about onboarding | 70 | ★ 1.1k | ≈45 always | 17d ago |