pLim/lab) Podcast

AI Agents in Financial Services: Beyond Chatbots


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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.
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pLim/lab) PodcastBy pLim Podcast