- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
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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- Triaje de bandeja de entrada y redacción de correos
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- Siniestros inteligentes, actuarial y AML
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- Entornos de datos y analítica
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 · Professional Services
Professional Services: Project Coordinator Routing Advisor
Working supplied-work routing advisor for Project Coordinator 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: Project Coordinator Trend Briefing
Trend Briefing for Project Coordinator teams in Professional Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Professional Services: Project Coordinator Onboarding Guide
Onboarding Guide for Project Coordinator 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: Project Coordinator Feedback Summary
Working supplied-feedback summary for Project Coordinator 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: Project Coordinator Research & Discovery
Research & Discovery for Project Coordinator 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: Project Coordinator Process Guidance
Process Guidance for Project Coordinator 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: Resource Manager Intake Review & Triage
Working supplied-intake review and triage agent for Resource 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: Resource Manager Document Summarizer
Working supplied-content summarizer for Resource Manager teams in Professional Services. Paste the material to summarize when you run it; no external system connection is included or required.
Professional Services: Resource Manager Q&A Assistant
Working supplied-reference Q&A agent for Resource 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: Resource Manager Drafting & Generation
Working supplied-context drafting agent for Resource 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: Resource Manager Record Review
Working supplied-record review agent for Resource 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: Resource Manager Data Query & Summary
Data Query & Summary for Resource Manager teams in Professional Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Professional Services: Resource Manager Compliance Checker
Compliance Checker for Resource 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: Resource Manager Risk Assessment
Risk Assessment for Resource 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: Resource Manager Reconciliation Brief
Reconciliation Brief for Resource Manager teams in Professional Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Professional Services: Resource Manager Exception Review
Working supplied-exception review agent for Resource 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: Resource Manager On-demand Reporting & Insights
On-demand Reporting & Insights for Resource Manager teams in Professional Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Professional Services: Resource Manager Decision Support
Decision Support for Resource 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: Resource Manager Routing Advisor
Working supplied-work routing advisor for Resource 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: Resource Manager Trend Briefing
Trend Briefing for Resource Manager teams in Professional Services. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Professional Services: Resource Manager Onboarding Guide
Onboarding Guide for Resource 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: Resource Manager Feedback Summary
Working supplied-feedback summary for Resource 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: Resource Manager Research & Discovery
Research & Discovery for Resource 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: Resource Manager Process Guidance
Process Guidance for Resource 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.
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.
Conéctalo a tu stack
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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