Suitability Assessment Skill
The Skill that scores every proposed recommendation against the firm's suitability policy — before it goes to the client.
Suitability checks are inconsistent across advisers.
Every recommendation is scored the same way, with edge cases flagged.
What this Skill needs and what it returns
- • Recommendation
- • Client profile
- • Suitability policy
- • Suitability score
- • Edge-case flags
- • Suitability policy
- • Prior similar cases
- • No auto-approve — human owner named
- • Precision on a labelled edge-case set
Wealth Management
skills
Suitability checks are inconsistent across advisers.
The Skill's job inside your AI-First OS is to make every recommendation is scored the same way, with edge cases flagged.. It reads from the Firm Memory scopes listed above, calls the Model Router with policy-appropriate models, and returns outputs in the firm's own shape — with the guardrails and evals the compliance team can sign.
Ship this Skill
This Skill is one of several we build inside a KJ Capital AI-First OS. Engagements start with a two-week £15k AI Diagnostic. We audit your systems, design the OS across the six layers, and ship the first version of Skills like this one inside the following six to twelve weeks.
FAQ
Does this replace compliance sign-off?
No — it gives compliance the first pass.
Ship this Skill inside your firm
Every KJ Capital engagement begins with a two-week £15k AI Diagnostic. We design your AI-First OS end-to-end, cost the build, and name the first three Skills to ship.