/review-financial-campaign

name: review-financial-campaign
description: Runs FINRA/SEC/CFPB compliance review for financial services campaigns with disclosures and approvals.
usage: /financial-services:review-financial-campaign --campaign "Wealth Webinar" --channels email,landing,paid --risk-level high

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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