- 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
Design Email Template
Create responsive HTML email templates with brand styling, dynamic content blocks, and A/B variants.
Create Embeddable Widget
Design, configure, and deploy an embeddable analytics widget for your customers. Generate embed codes for React, Vue, iframe, or Web Components.
Calculate Embedded Value
Calculate traditional or market-consistent embedded value (MCEV) for in-force business. Decomposes value into adjusted net worth and value of in-force components.
Build Embedding Index
Build or rebuild vector embedding indexes for semantic search and RAG pipelines. Supports chunking strategies, embedding model selection, and index optimization.
Assess Emerging Risks
Conduct deep assessment of emerging and strategic risks. Evaluates new threats (cyber, climate, geopolitical, technology) using structured frameworks with velocity, proximity, and interconnection analysis.
Scan Emerging Risks
Scan for emerging risks affecting the insurance portfolio: climate, cyber, social inflation, litigation trends.
Endpoint Health Assessment
Assess endpoint fleet health -- EDR agent status, OS patch levels, encryption compliance, AV signatures, and policy compliance scores.
Aggregate Enterprise Risk
Aggregate risk across all risk types (credit, market, operational, liquidity) into an enterprise-wide view. Computes economic capital, diversification benefit, and risk-adjusted returns.
End-of-Life Workflow Executor
Executes the full end-of-life workflow: data backup, sanitization, certificate of destruction, and final disposition with complete chain of custody documentation.
Generate ERM Dashboard
Generate enterprise risk management dashboard with key risk indicators. Aggregates risk metrics across all categories and presents current risk profile against appetite thresholds.
ESG Controversy Screening
Screen entities for ESG controversies using news, legal filings, and NGO reports. Classifies controversies by severity, recurrence, and management response quality.
Collect ESG Data
Aggregate ESG data from internal systems, third-party providers, and public disclosures. Normalizes data across frameworks and validates completeness.
Monitor ESG Incidents
Continuously monitor news, regulatory filings, and internal reports for ESG incidents affecting the portfolio. Classifies severity and triggers escalation workflows.
ESG Peer Benchmarking
Benchmark an entity's ESG performance against sector peers across all pillars. Identifies relative strengths, weaknesses, and quartile positioning using multiple rating providers.
Scan ESG Policy Gaps
Scan organizational policies against ESG regulatory requirements and best-practice frameworks. Identifies gaps, missing disclosures, and areas needing policy updates.
ESG Portfolio Tilt Analysis
Analyze portfolio ESG tilt relative to benchmark. Quantifies over/under-weight positions on E, S, and G factors and models the impact of rebalancing toward ESG targets.
Reconcile ESG Ratings
Reconcile divergent ESG ratings from MSCI, Sustainalytics, ISS, and other providers. Identifies methodology-driven differences and produces a consensus view.
Integrate ESG Risks
Integrate ESG risk factors into the enterprise risk framework with scoring, materiality, and reporting.
Compute ESG Scores
Calculate Environmental, Social, and Governance scores for your portfolio. Produces composite ratings (AAA-CCC), industry percentiles, and material issue flags.
Analyze Ethics Hotline Data
Analyze whistleblower/ethics hotline submissions for trends, severity, response timeliness, and resolution quality.
Run Evaluation Benchmark
Execute standardized evaluation benchmarks against models or agents. Supports custom eval datasets, multi-metric scoring, and regression detection across versions.
Event Correlation & Noise Reduction
Correlates high-volume monitoring events to reduce alert noise, identify root events, and automatically create meaningful incidents from correlated event clusters.
Event Storm Correlation Engine
Correlates event storms to reduce monitoring noise and identify root events. Uses topology-aware correlation and machine learning to surface actionable alerts from event floods.
Exclusion Screening Engine
Screen claims against policy exclusions including suicide clause, war, aviation, hazardous activity, criminal act, and substance abuse exclusions with jurisdiction-specific rules.
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.