ウェルス＆リタイアメント · 121 スキル
- 退職後の収入と取り崩し戦略
- 税務: Roth/RRSP、損出し、ルール変更
- 相続・保険・クロスボーダーのプランニング
- アドバイザー向けツール: 面談準備、コンプライアンス事前チェック
Agent Library
21,500+ のスキルとエージェント。すべてガバナンス付き。
24 の業種と業種あたり 12 のロールにわたる、5,814 の既製エージェントと 15,654 のライブラリスキル。カタログからインストールし、お客様のシステムに接続し、Cortex 上の他のすべてと同じフェイルクローズのゲートチェーンを通して実行されます。
カタログマトリクス全体で 21,511 のライブラリテンプレート
Agent Studio
スキル
KB を検索チケット作成メール送信 追加
公開済みv4 · 信頼性 96
注文 #4471 はどこですか？
発送済みです。木曜日に到着予定です。ツール: KB を検索 · $0.004
studio ▸ 構築 → 公開 → チャットでテスト
コレクション
厳選されたコレクションから始める。
企業が最初に自動化する業務のために手作りしたスイート。すべてのコレクションはガバナンス付きで提供され、ポリシーと監査が最初から組み込まれています。
Enterprise Role Packs · 11 職種
- サービス、セールス、カスタマーサクセス
- IT サービスデスク、人事、財務オペレーション
- 法務受付、調達、現場オペレーション
- リスクとコンプライアンス
Productivity Pack · 9 エージェント
- 受信トレイのトリアージとメール下書き
- 会議の準備、議事メモ、フォローアップ
- スマートな日程調整とデイリーブリーフ
- エグゼクティブアシスタントのオーケストレーション
Gene コレクション · 630 エージェント
- スマートクレーム、アクチュアリー、AML
- 監査、GRC、ESG レポーティング
- ITAM / ITSM とセキュリティオペレーション
- データ・アナリティクスのワークベンチ
ライブラリを見る
チームに必要なスキルを見つける。
21,500+ のガバナンス済みスキルとエージェントを検索、または業種と種別で絞り込めます。どの結果もカタログからインストールでき、同じゲートを通過します。
すべての業種InsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
864 件の結果 · Banking & Capital Markets
Summarize supplied request context — Wealth Advisor, Banking & Capital Markets
Summarize supplied request context for Wealth Advisor teams in Banking & Capital Markets, delivered by the Intake Review & Triage pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Wealth Advisor, Banking & Capital Markets
Assess urgency and risk for Wealth Advisor teams in Banking & Capital Markets, delivered by the Intake Review & Triage pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Wealth Advisor, Banking & Capital Markets
Recommend a review priority for Wealth Advisor teams in Banking & Capital Markets, delivered by the Intake Review & Triage pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Wealth Advisor, Banking & Capital Markets
Condense supplied content for Wealth Advisor teams in Banking & Capital Markets, delivered by the Document Summarizer pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Wealth Advisor, Banking & Capital Markets
Surface key points for Wealth Advisor teams in Banking & Capital Markets, delivered by the Document Summarizer pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Wealth Advisor, Banking & Capital Markets
Produce a concise brief for Wealth Advisor teams in Banking & Capital Markets, delivered by the Document Summarizer pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Wealth Advisor, Banking & Capital Markets
Search approved knowledge for Wealth Advisor teams in Banking & Capital Markets, delivered by the Q&A Assistant pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Wealth Advisor, Banking & Capital Markets
Draft a grounded response for Wealth Advisor teams in Banking & Capital Markets, delivered by the Q&A Assistant pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Wealth Advisor, Banking & Capital Markets
Prepare a review-ready answer for Wealth Advisor teams in Banking & Capital Markets, delivered by the Q&A Assistant pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Wealth Advisor, Banking & Capital Markets
Draft from supplied context for Wealth Advisor teams in Banking & Capital Markets, delivered by the Drafting & Generation pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Wealth Advisor, Banking & Capital Markets
Follow configured behavior guidance for Wealth Advisor teams in Banking & Capital Markets, delivered by the Drafting & Generation pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Wealth Advisor, Banking & Capital Markets
Prepare copy for revision for Wealth Advisor teams in Banking & Capital Markets, delivered by the Drafting & Generation pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Wealth Advisor, Banking & Capital Markets
Summarize a supplied record for Wealth Advisor teams in Banking & Capital Markets, delivered by the Record Review pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Wealth Advisor, Banking & Capital Markets
Assess possible risk for Wealth Advisor teams in Banking & Capital Markets, delivered by the Record Review pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Wealth Advisor, Banking & Capital Markets
Flag items for human review for Wealth Advisor teams in Banking & Capital Markets, delivered by the Record Review pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Wealth Advisor, Banking & Capital Markets
Run a parameterized read query for Wealth Advisor teams in Banking & Capital Markets, delivered by the Data Query & Summary pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Wealth Advisor, Banking & Capital Markets
Summarize returned records for Wealth Advisor teams in Banking & Capital Markets, delivered by the Data Query & Summary pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Wealth Advisor, Banking & Capital Markets
Prepare a result-set overview for Wealth Advisor teams in Banking & Capital Markets, delivered by the Data Query & Summary pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Wealth Advisor, Banking & Capital Markets
Check supplied context against policy for Wealth Advisor teams in Banking & Capital Markets, delivered by the Compliance Checker pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Wealth Advisor, Banking & Capital Markets
Surface potential policy issues for Wealth Advisor teams in Banking & Capital Markets, delivered by the Compliance Checker pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Wealth Advisor, Banking & Capital Markets
Recommend review items for Wealth Advisor teams in Banking & Capital Markets, delivered by the Compliance Checker pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Wealth Advisor, Banking & Capital Markets
Assess supplied risk context for Wealth Advisor teams in Banking & Capital Markets, delivered by the Risk Assessment pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Wealth Advisor, Banking & Capital Markets
Explain assessment drivers for Wealth Advisor teams in Banking & Capital Markets, delivered by the Risk Assessment pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Wealth Advisor, Banking & Capital Markets
Recommend human review for Wealth Advisor teams in Banking & Capital Markets, delivered by the Risk Assessment pattern from supplied context. FIS and Temenos are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
既定でガバナンス付き
導入は簡単な部分。ガバナンスも一緒に付いてくる。
ライブラリのエージェントはスクリプトではなく、ガバナンス付きのアイデンティティです。インストールすると、オーナー、予算、許可されたモデルとアクション、そして監査台帳上の位置とともに登録されます。
カタログから選ぶ
業種と役割で絞り込み。各項目には、接続先のシステムと呼び出すスキルが明記されています。
自社スタックに接続する
コネクタ、MCP サーバー、OpenAPI インポート——ゲートウェイでの許可リストと DLP によってスコープを限定。
すべての実行はゲートを通る
アイデンティティ、予算、ガードレール、レジストリ、Control Tower、実行、出力ガード——そして Trust Ledger に署名付きレシート。すべてのプランで。
必要なスキルが見つかりませんか。
ビジュアルなスキルビルダーなら、コードなしで新しいスキルを出せます。足りないものをお知らせいただければ、最も近いガバナンス付きパターンをご案内します。