AI Agents in Financial Services: Beyond Chatbots

A deep dive into how autonomous AI agents are transforming banking, insurance, and investment. ## Topics covered - From rule-based chatbots to autonomous agents - Multi-agent orchestration in financial workflows - Cost controls and budget limits for AI operations - Real-world use cases: KYC, claims processing, portfolio rebalancing - The role of Claude, GPT, and open-source models - Building trust: explainability and audit trails ## Key insight The next wave of fintech innovation is not about better chatbots — it is about agents that can reason, plan, and execute multi-step financial tasks autonomously.