- 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
Assess Credit Risk
Run credit risk assessment using CreditMetrics, Merton-KMV, or CreditRisk+ models. Computes PD, LGD, EAD, expected loss, and credit VaR for a portfolio.
Run Credit Scoring Model
Execute internal credit scoring models (logistic regression, XGBoost, neural net) against obligor data. Produces PD estimates, score distributions, and model performance metrics.
Simulate Crisis Scenario
Run tabletop crisis simulation: scenario injection, response tracking, decision logging, lessons learned.
Board Risk Report Generation
Compile comprehensive board risk report: top risks, appetite breaches, emerging threats, KRI dashboard, and strategic risk commentary.
Emerging Risk Intelligence Brief
Strategic emerging risk intelligence: scan horizon, assess velocity/impact, model portfolio exposure, develop response strategies.
Risk Appetite Framework Review
Annual risk appetite review: performance vs appetite, tolerance recalibration, limit adjustments, and cascading to business units.
Generate CRUD API
Auto-generate REST API endpoints with validation, pagination, filtering, and authentication for any data entity.
CSRD Compliance Check
Assess readiness for EU Corporate Sustainability Reporting Directive (CSRD) compliance. Maps current disclosures against European Sustainability Reporting Standards (ESRS).
Compliance Assurance Reporter
Generate compliance assurance reports summarizing testing results, control effectiveness ratings, issue status, and overall assurance opinions for management and audit committees.
Continuous Compliance Monitor
Implement continuous compliance monitoring with automated KRI tracking, threshold-based alerting, trend analysis, and real-time compliance posture scoring.
Compliance Control Test Executor
Execute compliance control tests with configurable test plans, automated evidence collection, exception identification, root cause analysis, and test result documentation.
Issue Remediation Validator
Validate remediation of compliance issues and audit findings. Verifies corrective actions are implemented, tests effectiveness post-remediation, and updates issue status with evidence.
Data Quality Audit
Audit data quality across AML/fraud systems including completeness, accuracy, timeliness, and consistency checks. Identifies data gaps that impact detection and reporting.
Integration Health Management
Monitor and manage integrations between compliance technology systems. Tracks data feeds, API health, synchronization status, and identifies integration failures impacting detection.
Model Validation
Validate AML/fraud detection models including risk scoring, alert generation, and entity resolution models. Assesses accuracy, stability, and regulatory compliance of model outputs.
Compliance System Configuration
Configure and manage AML/fraud compliance technology systems including screening engines, case management, and transaction monitoring platforms. Handles parameter updates and feature deployment.
Underwriting Appetite Framework
Design and calibrate underwriting appetite framework: risk classes, limits, exclusions, and authority levels.
Authority & Delegation Audit
Audit underwriting authority usage, exceptions, referral patterns, and delegation effectiveness.
Strategic Portfolio Optimization
Full portfolio optimization: profitability attribution, mix analysis, capital efficiency, and strategic rebalancing.
Customer Satisfaction Analysis
Parses CSAT and NPS survey responses using sentiment analysis, identifies improvement areas by service, agent, and category, and generates actionable improvement plans.
Complaint Resolution Engine
End-to-end claims complaint resolution. Classifies complaint type, identifies root cause, determines appropriate remediation, calculates goodwill consideration, generates personalized response, tracks to resolution, and feeds back to process improvement.
Claimant Experience Scoring
Real-time claimant experience scoring and journey analytics. Tracks touchpoint satisfaction, predicts complaint risk, identifies at-risk claimants, generates proactive outreach recommendations, and produces experience scorecards with improvement actions.
Detect Data Anomalies
Detect anomalies in audit data populations using statistical methods, machine learning, and rule-based detection. Identifies outliers, unusual patterns, and potential control breakdowns.
Configure API Gateway
Set up API gateway with routing, rate limiting, authentication, versioning, documentation, and monitoring.
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.