- 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
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- 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.
21.386 resultados
Manage Quality Assurance Program
Manage the internal audit quality assurance and improvement program (QAIP) per IIA Standard 1300. Covers ongoing monitoring, periodic assessments, and external quality reviews.
Plan Audit Resources
Plan and optimize audit resource allocation across engagements. Balances skills, availability, rotation requirements, and co-sourcing needs with capacity modeling.
Report to Stakeholders
Prepare and deliver stakeholder reports including audit activity status, key metrics, emerging risks, and department performance for management and the audit committee.
AML Alert Triage
Triage incoming AML alerts by correlating transaction data, customer profiles, and historical disposition patterns. Assigns severity and recommends escalation or closure.
KYC Periodic Review
Conduct periodic KYC/CDD reviews for existing customers. Refreshes customer profiles, validates beneficial ownership, reassesses risk ratings, and identifies material changes requiring enhanced due diligence.
Sanctions Screening Engine
Screen customers, counterparties, and transactions against global sanctions lists (OFAC, EU, UN, UK). Uses fuzzy matching, resolves potential hits, and generates screening certificates.
Batch Sanctions Screening
Execute high-volume batch sanctions screening across entire customer portfolios. Handles name variations, transliterations, and multi-script matching.
SAR Filing Assistant
Assist with Suspicious Activity Report (SAR) preparation and filing. Drafts narrative sections, validates required fields, performs quality checks, and submits through FinCEN or FINTRAC e-filing systems.
SAR Narrative Drafting
Draft SAR narratives from investigation findings using regulatory templates. Ensures inclusion of required elements: who, what, when, where, why, and how much.
AML Screening
Screen counterparties and transactions against sanctions lists, PEP databases, and adverse media. Uses network analysis to detect layering and structuring patterns.
AML Transaction Monitoring
Monitor transactions for suspicious activity using rule-based and ML-driven detection. Generates alerts, scores risk, triages cases, and prepares investigation packages for analysts.
Transaction Monitoring Review
Conduct systematic review of transaction monitoring alerts including contextual analysis, customer behavior comparison, and escalation determination.
Cloud Spend Anomaly Detector
Detects anomalous cloud spend spikes in real-time using statistical baselines and ML-driven thresholds. Alerts owners immediately and initiates root cause investigation.
Configure Anomaly Detection
Set up intelligent anomaly detection that monitors your data for spikes, drops, drift, missing values, and schema changes with auto-alerting.
Auto-Review Claim Appeal
Automatically review claim appeals by analyzing original decision, new evidence, policy terms, and regulatory requirements. Generates recommendation with confidence score.
Generate Appointed Actuary Report
Generate appointed actuary report with FCT results and opinions. Compiles all statutory actuarial reporting including valuation results, FCT summary, and professional opinions.
Create Approval Workflow
Build multi-level approval workflow with routing rules, escalation, delegation, and SLA tracking.
Asset Data Quality Auditor
Audits asset data quality across completeness, accuracy, consistency, and timeliness dimensions. Identifies data gaps and generates remediation tasks for data stewards.
Asset Depreciation Calculator
Calculates asset depreciation using straight-line, declining balance, or units-of-production methods. Generates depreciation schedules for financial reporting.
Asset Lifecycle Compliance Audit
Audits the entire asset fleet for lifecycle compliance across procurement, deployment, maintenance, and disposal stages. Flags overdue transitions and missing disposal records.
Asset Data Normalization Engine
Normalizes asset data by standardizing naming conventions, vendor references, model numbers, and category assignments across all asset sources.
Automated Asset Onboarding Pipeline
Automates the full asset onboarding pipeline: receive shipment, apply asset tag, configure baseline, deploy to location, and assign to owner with CMDB registration.
Asset Portfolio Optimization Advisor
Optimizes the asset portfolio by identifying consolidation opportunities, standardization candidates, and right-sizing recommendations to reduce fleet complexity and cost.
Asset Risk Scoring Engine
Scores asset risk based on age, health indicators, criticality tier, compliance status, and warranty coverage. Produces a risk-ranked asset register for prioritized action.
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.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.