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21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
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Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Banking & Capital Markets
Banking & Capital Markets: Wealth Advisor Intake Review & Triage
Intake Review & Triage template for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Document Summarizer
Working supplied-content summarizer for Wealth Advisor teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: Wealth Advisor Q&A Assistant
Q&A Assistant template for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Drafting & Generation
Drafting & Generation template for Wealth Advisor teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Record Review
Record Review template for Wealth Advisor teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Data Query & Summary
Data Query & Summary template for Wealth Advisor teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Compliance Checker
Compliance Checker template for Wealth Advisor teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Risk Assessment
Risk Assessment template for Wealth Advisor teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Reconciliation Brief
Reconciliation Brief template for Wealth Advisor teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Exception Review
Exception Review template for Wealth Advisor teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor On-demand Reporting & Insights
On-demand Reporting & Insights template for Wealth Advisor teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Decision Support
Decision Support template for Wealth Advisor teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Routing Advisor
Routing Advisor template for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Trend Briefing
Trend Briefing template for Wealth Advisor teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Onboarding Guide
Onboarding Guide template for Wealth Advisor teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Feedback Summary
Working supplied-feedback summary for Wealth Advisor teams in Banking & Capital Markets. 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.
Banking & Capital Markets: Wealth Advisor Research & Discovery
Research & Discovery template for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Process Guidance
Process Guidance template for Wealth Advisor teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Intake Review & Triage
Intake Review & Triage template for Collections Specialist teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Document Summarizer
Working supplied-content summarizer for Collections Specialist teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: Collections Specialist Q&A Assistant
Q&A Assistant template for Collections Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Drafting & Generation
Drafting & Generation template for Collections Specialist teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Record Review
Record Review template for Collections Specialist teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Data Query & Summary
Data Query & Summary template for Collections Specialist teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
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Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
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