- 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
Test Reserve Adequacy
Test reserve adequacy using multiple methodologies including chain ladder, Bornhuetter-Ferguson, and Cape Cod. Compares results across methods and identifies areas of potential inadequacy.
Auto-Calculate Reserves
Automatically calculate case reserves using claim characteristics, historical patterns, and predictive models. Supports initial, interim, and final reserve estimates.
Estimate Loss Reserves
Compute IBNR reserves using Chain Ladder, Bornhuetter-Ferguson, and Mack methods on a loss development triangle. Compares methods and provides confidence intervals.
Draft Reserve Opinion
Draft appointed actuary reserve opinion with supporting documentation. Prepares the Statement of Actuarial Opinion per regulatory and professional standards.
Compute Reserve Range
Compute reserve ranges with confidence intervals and percentile analysis. Uses bootstrap, Mack, and stochastic methods to quantify reserve uncertainty.
Analyze Retrocession Program
Analyze retrocession program effectiveness and counterparty exposure. Evaluates the efficiency of retrocession arrangements in managing reinsurer net retention and tail risk.
Calibrate Risk Appetite
Calibrate risk appetite statement metrics and tolerances. Translates board-level risk appetite into quantitative metrics, thresholds, and escalation triggers across risk categories.
Check Risk Appetite Alignment
Evaluate current risk positions against board-approved risk appetite statements. Identifies breaches, near-misses, and trending concerns across all risk types.
Manage Risk Appetite Framework
Define and maintain the enterprise risk appetite framework. Translates board risk appetite into quantitative limits, tolerance statements, and cascaded sub-limits across business units.
Risk Assessment Refresh
Refresh customer and entity risk assessments using updated data sources, transaction activity, and screening results. Recalculates risk scores and triggers EDD where needed.
Assess Risk Control Effectiveness
Evaluate the design and operating effectiveness of risk controls. Scores controls on a maturity scale, identifies gaps, and recommends remediation actions.
Aggregate Risk Data
Collect and normalize risk data from multiple source systems into a unified risk data warehouse. Handles data quality checks, reconciliation, and lineage tracking.
Log Risk Event
Record and classify operational risk events and near-misses. Captures event details, root cause, financial impact, and links to risk register entries for loss database tracking.
Generate Risk Heat Map
Build interactive risk heat map from register data with quadrant analysis and movement tracking.
Refresh Risk Register
Automatically refresh the enterprise risk register by scanning for new risks, updating existing risk scores, and archiving resolved items. Integrates incident and audit data.
Update Risk Register
Create, update, and maintain the enterprise risk register. Tracks risk owners, inherent/residual scores, control mappings, and action items across all risk categories.
Automate Risk Reporting
Generate automated risk reports for board, committees, and regulators. Aggregates data from all risk domains into standardized templates with commentary and trend analysis.
Model Risk Scenarios
Model what-if risk scenarios with probability trees, impact cascades, and mitigation effectiveness.
Manage Risk Taxonomy
Maintain the enterprise risk taxonomy hierarchy. Supports adding, modifying, and retiring risk categories, ensuring alignment with regulatory frameworks and industry standards.
Operational Risk Deep Dive
Deep analysis of operational risk events: loss data, near-misses, scenario analysis, and capital implications.
End-to-End Risk Assessment
Full risk assessment cycle: identify, analyze, evaluate, treat, monitor with stakeholder workshops and documentation.
Risk Mitigation Effectiveness Review
Review effectiveness of risk mitigation strategies: residual risk trending, treatment progress, cost-benefit analysis.
Configure Role Permissions
Design RBAC permission matrix with roles, resources, field-level access, and row-level security.
Regulatory Data Quality Assurance
Ensure data quality for regulatory reporting through automated profiling, anomaly detection, completeness checks, lineage tracing, and data quality scorecards.
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?
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