Next-Best-Action — Event-Driven Advisor Recommendations Purpose Enable the design, evaluation, and implementation of next-best-action (NBA) systems for financial advisory practices. This skill covers the full NBA lifecycle — from event detection and trigger design through action identification, prioritization scoring, advisor delivery, workflow integration, and effectiveness measurement. It provides frameworks for building proactive, data-driven advisor productivity tools that surface the most valuable action an advisor should take for each client at any given time, replacing reactive and man…