- 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
Regulatory Return Preparer
Prepare regulatory returns (e.g., COREP, FINREP, Call Reports, statistical returns) with automated data extraction, validation rules, reconciliation to GL, and regulator-format export.
Reporting Reconciliation Engine
Reconcile regulatory reports across submissions, between internal and external figures, and against prior periods. Identifies breaks, classifies root causes, and tracks resolution.
Regulatory Submission Manager
Manage the end-to-end regulatory submission lifecycle including scheduling, approval routing, submission tracking, regulator feedback handling, and resubmission coordination.
Respond to AI Safety Incident
Triage, investigate, and remediate AI safety incidents including harmful outputs, data leakage, model misbehavior, and compliance violations with full incident chain.
Select Audit Samples
Statistically select audit samples using MUS, random, stratified, or judgment-based methods. Calculates sample sizes based on confidence level and tolerable error.
Sanctions Hit Escalation Management
Manage sanctions screening hit escalation workflow including true match confirmation, OFAC license evaluation, blocking/rejecting decisions, and regulatory notification.
Sanctions List Update Management
Manage sanctions list updates from OFAC, EU, UN, and other authorities. Detects additions, removals, and modifications, then triggers re-screening of customer portfolio.
Sanctions Policy & Procedure Drafting
Draft and update sanctions compliance policies and procedures. Incorporates latest regulatory guidance, OFAC framework requirements, and industry best practices.
Run Sanctions Screening
Batch screen entities against global sanctions lists (OFAC, EU, UN, UK) with fuzzy matching and PEP checks.
Trade Sanctions Screening
Screen trade finance transactions for sanctions compliance including vessel screening, port of call analysis, dual-use goods detection, and embargo country identification.
Prepare SAR Filing
Assemble Suspicious Activity Report (SAR) filing package from investigation findings. Auto-populates FinCEN/FINTRAC fields, generates narrative, and prepares for submission.
Build SASB Disclosure
Build industry-specific SASB disclosure documents. Maps financial materiality to SASB topics and metrics, validates data, and produces investor-ready disclosures.
Run Scenario Model
Execute multi-variable scenario modeling for strategic planning. Models best/base/worst cases with sensitivity analysis, correlation effects, and probability-weighted outcomes.
Create Scheduled Job
Build recurring scheduled jobs with cron expressions, retry logic, monitoring, and alerting.
Configure Search Index
Set up full-text search indexing with field weighting, facets, synonyms, and autocomplete.
Infrastructure Hardening Audit
Automated infrastructure hardening audit -- CIS benchmark compliance, OS hardening, service configuration, unnecessary services, default credentials, and hardening score.
SIEM Rule Development & Deploy
Develop and deploy SIEM detection rules -- threat model input, rule logic creation, backtesting against historical data, false positive tuning, staged deployment, and detection validation.
Analyze Sector Concentration
Evaluate portfolio concentration by industry sector and sub-sector. Benchmarks against peer portfolios, computes sector HHI, and identifies correlated sector exposures.
Security Awareness Scoring
Score organizational security awareness -- phishing simulation results, training completion, policy acknowledgment, and risk behavior analytics.
Self-Service Portal Optimization
Analyzes self-service portal usage patterns, identifies drop-off points, recommends new KB articles, and proposes portal UX improvements to increase adoption.
Tune Semantic Search
Fine-tune semantic search relevance by optimizing embedding models, query expansion strategies, hybrid scoring weights, and reranking thresholds using relevance feedback.
Run Sensitivity Analysis
Execute sensitivity analysis on actuarial models. Tests impact of key assumption changes (±1σ) on reserves, capital, and profitability metrics.
Service Catalog Optimization
Analyzes service catalog usage patterns, identifies underutilized offerings, and recommends catalog improvements including new services, retirements, and pricing adjustments.
IT Service Continuity Assessment
Assesses IT service continuity readiness by reviewing disaster recovery plans, failover capabilities, RTO/RPO compliance, and conducting tabletop exercises.
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.