A
Closes Gap 1 — Critical
Service-Trust Disclosure Architecture
A published framework for retail-broker service disclosure: median KYC time, withdrawal SLA, escalation track schema, multilingual customer-success program. Ships as a Shur Creative Partners white paper. Embeds into the next moomoo IR cycle. Closes the Trustpilot 2.2 vs App Store 4.7 wedge.
First-week deliverableOutline the disclosure framework — KYC SLA, withdrawal SLA, escalation track schema.
60-day milestonePublished Shur Creative Partners white paper attached to a Futu IR moment.
Cross-sell: four other brokers in the peer set share the same Trustpilot deficit — same artifact, same pitch.
B
Closes Gap 4 — Critical
Agentic Brokerage Operating Standard
First-mover regulatory whitepaper on agent credential custody, kill-switch design, audit-trail architecture, and counterparty disclosure when one agent serves multiple beneficiaries. Co-authored with SFC, MAS, or FINRA. Turns the next regulatory inquiry from a liability into a moat.
First-week deliverableRegulatory landscape map across SFC, MAS, FINRA — current posture, open dockets, comment windows.
60-day milestoneCo-authored whitepaper draft with one of the three regulators.
Cross-sell: becomes the de facto industry reference, citable by every peer building toward agentic execution.
C
Closes Gap 10 — Critical
Category-Ownership Choice
A founder-voice frame for Leaf Hua Li that picks one category — recommended: agentic-execution rail, given the moomoo API Skills first-mover position — and explicitly positions the four other identities as supporting franchises. Single category claim is what investors and customers can repeat.
First-week deliverableFounder-voice frame for Leaf picking the agentic-execution rail as the primary identity.
60-day milestoneRefreshed Futu IR positioning + IR-deck rewrite tied to the next earnings cycle.
Cross-sell: each peer in the set holds two-to-four-identity indecision the same way — the playbook generalizes.
The 60-day Ask
Limore opens with one of A, B, or C. Shur Creative Partners scopes a 6-week paid engagement to deliver the chosen one as a published artifact attached to a Futu IR cycle.