---
name: book-insights
description: "Use when a wealth advisor asks something like \"Generate wealth insights for my top clients and identify opportunities to deepen relationships\""
---
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# Book insights

Use when a wealth advisor asks something like "Generate wealth insights for my top clients and identify opportunities to deepen relationships"

## Procedure

1. Use only the uploaded synthetic records and rules.
2. Lead with the specific evidence that answers the persona's question.
3. Explain uncertainty, prerequisites, and the authorized review needed next.
4. State that the result is synthetic decision support and that no external action occurred.

## Deterministic pilot evidence

- `85 families`
- `37% (target 55%)`
- `$4.2M/year`

## Safety gate

Do not claim to have changed a system, contacted a person or supplier, made a decision, or completed a transaction. Stop at a reviewable brief or draft.