- 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
Network Segmentation Audit
Audit network segmentation -- verify zone boundaries, test firewall rules, detect lateral movement paths, and validate micro-segmentation policies.
Optimize NL Queries
Analyze and optimize natural language to SQL query performance. Reviews generated queries, suggests index improvements, and caches common query patterns.
Create Notification Template
Build multi-channel notification templates (email, SMS, Slack, Teams) with dynamic variables and scheduling.
Regulatory Obligation Tracker
Track regulatory obligations across jurisdictions with automated deadline monitoring, responsibility assignment, and escalation. Covers filings, disclosures, and periodic reporting.
Onboard New Team
Set up a new tenant with domain pack, connections, quality rules, team invitations, and initial dashboards — all in one automated flow.
Operations Dashboard Creator
Creates real-time operations dashboards with service health, performance KPIs, incident status, change calendar, and capacity metrics in a unified command center view.
Operational Risk Assessment
Conduct an RCSA (Risk Control Self-Assessment) with bowtie analysis. Computes inherent and residual risk scores, control effectiveness, and generates a risk heat map.
Operational Risk Scenario Analysis
Conduct structured scenario analysis for operational risks. Combines expert judgment with loss data to estimate tail-risk losses for capital modeling and insurance evaluation.
Generate ORSA Report
Generate Own Risk and Solvency Assessment report. Compiles risk identification, capital adequacy projections, stress testing results, and governance documentation per regulatory requirements.
Build Automation Rule Engine
Create event-driven automation: trigger conditions, decision tables, action chains, retry logic, monitoring.
Design BPMN Workflow
Full BPMN 2.0 workflow: swim lanes, human tasks, service tasks, gateways, timers, error handling, deployment to engine.
Build Case Management System
End-to-end case management: case types, lifecycle stages, assignment rules, SLA tracking, correspondence, reporting.
Create Application Page
Generate a responsive application page with layout, components, navigation, and data binding.
Patch Deployment Orchestrator
Schedules and orchestrates patch deployment across the asset fleet. Validates compatibility, deploys in waves, verifies success, and auto-rolls back on failure.
Payment Orchestration
Orchestrate claim payment processing including approval workflow, beneficiary payment splits, tax withholding, payment method selection, and disbursement tracking.
Create PDF Report Template
Design pixel-perfect PDF templates with headers, tables, charts, signatures, and page numbering.
Peer Benchmark Analysis
Benchmark key insurance KPIs (combined ratio, ROE, loss ratio) against peer group and industry.
Route for Peer Review
Route actuarial work products for peer review with automated checklist generation, reviewer assignment, and sign-off tracking per professional standards.
PEP Monitoring
Ongoing monitoring of Politically Exposed Persons including status changes, new associations, adverse media hits, and periodic re-screening against updated PEP databases.
Phishing Campaign Analysis
Analyze phishing campaigns -- email header forensics, payload analysis, domain reputation, user click tracking, and organization-wide impact assessment.
Physical Risk Geospatial Mapping
Map physical climate risk exposures geospatially across asset locations. Overlays flood, wildfire, hurricane, drought, and sea-level rise layers with portfolio positions.
PII Scanner
Scan your entire data estate for personally identifiable information across 8 PII types and automatically suggest masking policies.
Build Data Pipeline
Design and deploy an ETL pipeline from source to destination using visual nodes, with automatic validation and scheduling.
New Product Design Engine
End-to-end product design: market analysis, coverage structure, pricing framework, filing preparation.
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.