- 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
Monitor Regulatory Changes
Scan regulatory feeds for new/amended regulations affecting the organization. Map to controls and policies.
Regulatory Change Tracker
Monitor and track regulatory changes across jurisdictions by scanning regulatory feeds, classifying changes by impact area, mapping to affected business units, assessing urgency, and producing a change digest for stakeholders.
Regulatory Compliance Scan
Scan claim handling against regulatory requirements. Checks jurisdiction-specific timelines, notification obligations, unfair claims practices, and documentation standards.
Regulatory Examination Prep
Prepare for regulatory examinations by assembling document requests, coordinating data rooms, running mock exams, identifying weak areas, and producing readiness scorecards.
Prepare for Regulatory Exam
Pre-exam readiness assessment: compile documents, identify potential findings, prepare management responses.
Prepare Regulatory Filing
Prepare and validate regulatory filings including ORSA, QRT, Call Reports, and DFAST submissions. Collects data points, validates completeness, runs cross-checks, and routes for review.
Regulatory Filing Management
Track and manage regulatory filing obligations including SARs, CTRs, STRs, and periodic compliance reports. Monitors deadlines, filing status, and amendment requirements.
Regulatory Inventory Manager
Maintain a comprehensive inventory of applicable regulations, licenses, and permits across jurisdictions. Tracks applicability, renewal dates, and ownership.
Regulatory Report Generation
Generate regulatory reports for claims operations. Produces CLHIA, OSFI, NAIC, and state/provincial filings with automated data compilation, validation, and formatting.
Compile Regulatory Report
Assemble regulatory submissions with data validation, cross-checks, and approval workflow.
Reinsurance Claims Reporting
Generate reinsurance claims bordereaux, track recoveries, and manage commutations.
Design Reinsurance Program
Full program design: structure optimization, layer analysis, cost allocation, and broker submission.
Reinsurance Renewal Strategy
Build renewal strategy: market conditions, expiring analysis, capacity management, negotiation targets.
Optimize Reinsurance Program
Analyze and optimize reinsurance structures (quota share, excess of loss, cat XL) by evaluating ceded premium vs. risk transfer efficiency.
Reinsurance Recovery Orchestrator
Orchestrate reinsurance recovery collection. Tracks recovery receivables, prepares demand statements, monitors reinsurer response times, reconciles payments, handles disputes, manages commutation calculations, and reports recovery performance.
Treaty Application Engine
Automated reinsurance treaty application for large and complex claims. Matches claims to applicable treaties, calculates retention and cession layers, handles multi-treaty stacking, generates bordereaux, and triggers reinsurer notifications.
Release Plan Creator
Creates comprehensive release plans with deployment schedules, rollback triggers, dependency maps, resource assignments, and communication plans for coordinated releases.
Release Planning & Scheduling
Creates and manages release plans by aggregating approved changes, scheduling deployment windows, defining rollback criteria, and coordinating cross-team dependencies.
Release Readiness Assessment
Executes pre-deployment readiness checklist including test results verification, approval status, backout plan validation, environment readiness, and team availability.
Release Retrospective Compiler
Compiles release retrospectives with deployment metrics, incident counts, rollback events, lessons learned, and process improvement recommendations.
Renewal Pricing Engine
Calculate renewal pricing with experience mod, schedule credits/debits, trend, and competitive positioning.
Build Executive Report
Auto-generate an executive dashboard with domain-specific KPIs, trend charts, and actionable recommendations based on your industry and data.
Create Custom Report
Build a paginated report with data queries, charts, tables, calculations, and PDF export.
Reserved Instance & Savings Plan Optimizer
Optimizes reserved instance and savings plan coverage across multi-cloud environments. Identifies commitment gaps, expiring reservations, and optimal purchase recommendations.
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.