- 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
Project Actuarial Cash Flows
Project actuarial cash flows for valuation, pricing, and ALM purposes. Generates deterministic or stochastic projections of premiums, claims, expenses, and investment income.
Run Catastrophe Model
Run catastrophe models (AIR/RMS) and analyze PML/AAL by peril. Processes exposure data through cat models to generate loss exceedance curves and aggregate loss distributions.
Classify Catastrophe Event
Classify claims against declared catastrophe events. Links claims to CAT codes, aggregates exposure, and triggers appropriate handling protocols.
Run Catastrophe Model
Run cat model (RMS/AIR/CoreLogic) on portfolio for AAL, OEP, AEP curves.
Analyze Causal Inference
Apply causal inference methods including propensity score matching, instrumental variables, difference-in-differences, and synthetic control to estimate treatment effects.
Build Registration Form
End-to-end: design multi-step registration form, add validation, conditional sections, file upload, terms acceptance, confirmation email, and submit to database.
Build Request Portal
Build self-service request portal: form intake, ticket routing, status tracking, email notifications, SLA monitoring.
Build Survey Application
Create complete survey app: question builder, branching logic, progress bar, response collection, analytics dashboard.
Setup Change Data Capture
Configure real-time change data capture on your tables to track inserts, updates, and deletes with minimal latency.
Calculate Ceded Reserves
Calculate ceded reserves and reinsurance recoverables by treaty. Applies treaty terms to gross reserves to derive ceded IBNR, case reserves, and net reserve positions.
Chain of Custody Tracker
Tracks the full chain of custody from decommission to final disposition. Maintains tamper-evident log of every handoff, location change, and processing step.
Change Freeze Enforcement
Enforces change freeze windows by blocking non-emergency changes, processing exemption requests, auditing compliance, and reporting freeze violations.
Change Request Risk Assessment
Evaluates change request risk by analyzing scope, service dependencies, scheduling conflicts, and historical success rates. Generates a risk score and CAB readiness brief.
Change Success Rate Analysis
Analyzes change success and failure rates by change type, team, service, and time period. Identifies patterns in failed changes and recommends process improvements.
CI Relationship Integrity Validator
Validates CI relationships in the CMDB: upstream/downstream dependencies, service mappings, and ownership. Detects orphaned, circular, and stale relationships.
CISO Incident Briefing
Generate executive incident briefing -- impact assessment, business risk quantification, media/PR implications, regulatory notification requirements, stakeholder communication plan, and lessons learned.
CISO Risk Dashboard Intelligence
Generate executive security risk dashboard -- aggregate risk posture, threat landscape assessment, control effectiveness, compliance status, budget utilization, and board-ready reporting.
Security Program Review
Comprehensive security program assessment -- team maturity, tool effectiveness, process efficiency, coverage gaps, benchmark against peers, and strategic roadmap generation.
Claim Closure & Finalization
Finalize and close completed claims. Verifies all payments disbursed, documents archived, reserves released, compliance requirements met, and generates closure summary.
Triage New Claim
Auto-triage incoming claims using AI classification. Assesses severity, assigns priority, checks policy eligibility, and routes to appropriate handler.
Claimant Correspondence Generator
Auto-generate claimant correspondence using templates and claim context. Produces acknowledgments, status updates, requests for information, decision letters, and payment notices.
Detect Claims Leakage
Identify claims leakage through payment pattern analysis, adjuster benchmarking, and AI anomaly detection.
Simulate Claims Portfolio
Run Monte Carlo simulation on a claims portfolio using frequency/severity models (Poisson + LogNormal). Produces aggregate loss distribution, VaR, TVaR, and reserve adequacy metrics.
Classify Data Estate
Automatically scan and classify all data assets by sensitivity level (public, internal, confidential, restricted) and apply governance tags and policies.
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.