- Revenus de retraite et stratégie de décaissement
- Fiscalité : Roth/RRSP, récolte de pertes, évolutions réglementaires
- Succession, assurance et planification transfrontalière
- Outils du conseiller : préparation des rendez-vous, pré-contrôle de conformité
21 500+ compétences et agents. Tous gouvernés.
5,814 agents prêts à l'emploi et 15,654 compétences de bibliothèque couvrant 24 secteurs et 12 métiers par secteur — installables depuis le catalogue, connectés à vos systèmes et exécutés à travers la même chaîne de contrôles en échec fermé que tout le reste sur Cortex.
21,511 modèles de bibliothèque dans la matrice du catalogue
Partez d'une collection sélectionnée.
Des suites conçues à la main pour les tâches que les entreprises automatisent en premier — chaque collection est livrée gouvernée, politiques et audit inclus.
- Service, ventes et customer success
- Service desk IT, RH et finance ops
- Réception juridique, achats et opérations terrain
- Risque et conformité
- Tri de la boîte de réception et rédaction d'e-mails
- Préparation de réunions, notes et suivi
- Planification intelligente et briefing quotidien
- Orchestration d'assistant de direction
- Sinistres intelligents, actuariat et AML
- Audit, GRC et reporting ESG
- ITAM / ITSM et opérations de sécurité
- Ateliers data et analytics
Trouvez la compétence dont votre équipe a besoin.
Recherchez parmi 21,500+ compétences et agents gouvernés, ou filtrez par secteur et par type : chaque résultat s'installe depuis le catalogue et franchit les mêmes points de contrôle.
864 résultats · Banking & Capital Markets
Banking & Capital Markets: KYC Specialist Intake Review & Triage
Intake Review & Triage for KYC Specialist teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Document Summarizer
Working supplied-content summarizer for KYC Specialist teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: KYC Specialist Q&A Assistant
Q&A Assistant for KYC Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Drafting & Generation
Drafting & Generation for KYC Specialist teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Record Review
Record Review for KYC Specialist teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Data Query & Summary
Data Query & Summary for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Compliance Checker
Compliance Checker for KYC Specialist teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Risk Assessment
Risk Assessment for KYC Specialist teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Reconciliation Brief
Reconciliation Brief for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Exception Review
Exception Review for KYC Specialist teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist On-demand Reporting & Insights
On-demand Reporting & Insights for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Decision Support
Decision Support for KYC Specialist teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Routing Advisor
Routing Advisor for KYC Specialist teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Trend Briefing
Trend Briefing for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Onboarding Guide
Onboarding Guide for KYC Specialist teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Feedback Summary
Working supplied-feedback summary for KYC Specialist teams in Banking & Capital Markets. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Banking & Capital Markets: KYC Specialist Research & Discovery
Research & Discovery for KYC Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Process Guidance
Process Guidance for KYC Specialist teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Intake Review & Triage
Intake Review & Triage for Branch Operations teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Document Summarizer
Working supplied-content summarizer for Branch Operations teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: Branch Operations Q&A Assistant
Q&A Assistant for Branch Operations teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Drafting & Generation
Drafting & Generation for Branch Operations teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Record Review
Record Review for Branch Operations teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Data Query & Summary
Data Query & Summary for Branch Operations teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
L'installation est la partie facile. La gouvernance vient avec.
Les agents de la bibliothèque ne sont pas des scripts — ce sont des identités gouvernées. En installer un l'enregistre avec un propriétaire, un budget, des modèles et des actions autorisés, et une place dans le registre d'audit.
Choisissez dans le catalogue
Filtrez par secteur et par rôle ; chaque élément indique les systèmes auxquels il se connecte et les compétences qu'il invoque.
Reliez-le à votre stack
Connecteurs, serveurs MCP et imports OpenAPI — cadrés par des listes d'autorisation et le DLP au niveau de la passerelle.
Chaque exécution passe les verrous
Identité, budget, garde-fous, registre, Control Tower, exécution, garde-fou de sortie — puis un reçu signé dans le Trust Ledger. Sur toutes les formules.
Vous ne trouvez pas la compétence qu'il vous faut ?
Le générateur visuel de compétences livre de nouvelles compétences sans code — ou dites-nous ce qui manque et nous vous orienterons vers le modèle gouverné le plus proche.