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End-to-end client account opening v1.0.0

Use this resource to design a client account opening workflow

New

  • 348 downloads
  • 178 likes
  • 174 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-account-onboarding

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent designs the stages of the process, from first contact to a funded account: KYC checks, documents, consents and submission. It also covers account types such as trusts and entities. You get the workflow architecture and its control points.

Mostly picked by

Updated November 2, 2026

Card for the “End-to-end client account opening” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: workflow stages, identity verification and risk profile
  • SKILL.md: account types, e-signature and custodian submission
  • references/examples.md: detailed worked examples

Good fit for

  • You want to reduce incomplete applications at opening
  • You open accounts for trusts or companies

Not for

    Tags

    • onboarding
    • KYC
    • account opening
    • compliance
    • client journey

    About

    You say

    “Design the opening workflow for a trust account with KYC checks and e-signature.”

    Card for the “End-to-end client account opening” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design a client account opening workflow
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md11 KB
    • SKILL.md31.5 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/client-onboarding
    Licence
    MIT

    Notice

    « client-onboarding » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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