Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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864 results · Professional Services · “Service”
Professional Services: Engagement Manager Intake Review & Triage
Working supplied-intake review and triage agent for Engagement Manager teams in Professional Services. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Professional Services: Engagement Manager Document Summarizer
Working supplied-content summarizer for Engagement Manager teams in Professional Services. Paste the material to summarize when you run it; no external system connection is included or required.
Professional Services: Engagement Manager Q&A Assistant
Working supplied-reference Q&A agent for Engagement Manager teams in Professional Services. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Professional Services: Engagement Manager Drafting & Generation
Working supplied-context drafting agent for Engagement Manager teams in Professional Services. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Professional Services: Engagement Manager Record Review
Working supplied-record review agent for Engagement Manager teams in Professional Services. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Professional Services: Engagement Manager Data Query & Summary
Data Query & Summary template for Engagement Manager teams in Professional Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Compliance Checker
Compliance Checker for Engagement Manager teams in Professional Services. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Engagement Manager Risk Assessment
Risk Assessment for Engagement Manager teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Engagement Manager Reconciliation Brief
Reconciliation Brief template for Engagement Manager teams in Professional Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Exception Review
Working supplied-exception review agent for Engagement Manager teams in Professional Services. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Professional Services: Engagement Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Engagement Manager teams in Professional Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Decision Support
Decision Support for Engagement Manager teams in Professional Services. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Engagement Manager Routing Advisor
Working supplied-work routing advisor for Engagement Manager teams in Professional Services. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Professional Services: Engagement Manager Trend Briefing
Trend Briefing template for Engagement Manager teams in Professional Services. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Engagement Manager Onboarding Guide
Onboarding Guide for Engagement Manager teams in Professional Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Engagement Manager Feedback Summary
Working supplied-feedback summary for Engagement Manager teams in Professional Services. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Professional Services: Engagement Manager Research & Discovery
Research & Discovery for Engagement Manager teams in Professional Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Engagement Manager Process Guidance
Process Guidance for Engagement Manager teams in Professional Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Professional Services: Consultant Intake Review & Triage
Working supplied-intake review and triage agent for Consultant teams in Professional Services. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Professional Services: Consultant Document Summarizer
Working supplied-content summarizer for Consultant teams in Professional Services. Paste the material to summarize when you run it; no external system connection is included or required.
Professional Services: Consultant Q&A Assistant
Working supplied-reference Q&A agent for Consultant teams in Professional Services. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Professional Services: Consultant Drafting & Generation
Working supplied-context drafting agent for Consultant teams in Professional Services. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Professional Services: Consultant Record Review
Working supplied-record review agent for Consultant teams in Professional Services. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Professional Services: Consultant Data Query & Summary
Data Query & Summary template for Consultant teams in Professional Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
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