SKILL

Review Financial Campaign

Runs FINRA/SEC/CFPB compliance review for financial services campaigns with disclosures and approvals.

Published by @gtmagents·from gtmagents/gtm-agents·1 agent reads / 30d·0 saves·

Command: review-financial-campaign

Inputs

  • campaign – campaign/program identifier.
  • channels – comma-separated list (email, landing, paid, webinar, in-app, field).
  • risk-level – low | medium | high (determines approval depth and SLA).
  • product – optional product/offer reference for context.
  • audience – retail | smb | enterprise | investor | partner.

Workflow

  1. Intake & Context – gather creative, copy, targeting, data flows, and offer details.
  2. Regulation Checklist – evaluate FINRA/SEC/CFPB/GLBA rules plus state disclosures.
  3. Gap Analysis – flag unsupported claims, disclosure gaps, record-keeping needs.
  4. Approval Routing – assign legal, risk, compliance reviewers with due dates and tasks.
  5. Documentation – compile approval memo, disclosure list, and archive package.

Outputs

  • Compliance assessment with risks, remediation recommendations, and required disclosures.
  • Reviewer task list with owners, status, and due dates.
  • Audit-ready package (annotated assets, decision log, evidence links).

Agent/Skill Invocations

  • trust-compliance-director – leads assessment + escalation.
  • financial-product-strategist – validates claims vs product specs.
  • compliance-statement-library skill – injects approved disclosures.
  • regulator-briefing-playbook skill – formats output for legal/regulator review.

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