Agentic AI in Banking & Financial Services
From claims to compliance — the practitioner's playbook
A 15-module certification for banking and financial services professionals deploying agentic AI across claims, KYC, credit, wealth advisory, and compliance workflows. Covers SR 11-7, Basel model risk management, and real Fortune 500 deployments.
Learning objectives
- 01Architect agentic AI systems for banking
- 02Navigate banking-specific regulation and governance
- 03Deploy with production-grade guardrails
- 04Measure ROI and cultural adoption
- 05Present board-ready programs
15-module program
01FreeAgentic AI in banking: The Landscape
Current state of agentic AI adoption across banking.
- 1.Where banking Stands Today12m
- 2.Reference Use Cases12m
- 3.The Business Case10m
02FreeValue Chains & Workflow Mapping
Where agentic AI plugs into banking value chains.
- 1.banking Value Chain 10112m
- 2.Prioritization Framework10m
- 3.First 90 Days10m
03FreeAgent Architecture Basics
Perception, reasoning, action, reflection.
- 1.The Agent Loop12m
- 2.LLM Selection10m
- 3.Tools & Function Calling10m
04FreeData Foundations
The data you need before you deploy an agent.
- 1.Data Readiness Assessment12m
- 2.Building the Knowledge Base12m
- 3.Data Governance10m
05FreeCase Study: A banking Pioneer
Deep dive into a leading banking agent deployment.
- 1.Deployment Context12m
- 2.What Worked10m
- 3.What Failed & Lessons10m
06PremiumBuilding Your First Agent
Hands-on: from zero to a working agent.
- 1.Environment Setup10m
- 2.Tool Wiring15m
- 3.Deployment12m
07PremiumRetrieval & Grounding
Grounding agents in banking knowledge.
- 1.Corpus Design12m
- 2.Hybrid Search & Reranking12m
- 3.Citations & Explainability10m
08PremiumMulti-Agent Patterns
When to graduate from single-agent to a crew.
- 1.Decomposition12m
- 2.Orchestration12m
- 3.Safety Rails10m
09PremiumHuman-in-the-Loop
Design the human interfaces for banking agents.
- 1.Approval Gates12m
- 2.Escalation UX10m
- 3.Feedback Loops10m
10PremiumEvaluation & Monitoring
Ship confidently.
- 1.Golden Datasets12m
- 2.Production Observability12m
- 3.Regression Gates10m
11Certificationbanking Governance & Regulation
Regulatory landscape specific to banking.
- 1.banking Regulatory Overview15m
- 2.Documentation Requirements12m
- 3.Working with Auditors10m
12CertificationEthics & Responsible Deployment
Beyond compliance.
- 1.Bias & Fairness12m
- 2.Explainability12m
- 3.Transparency to End Users10m
13CertificationCost & FinOps
Making agentic AI economically sustainable.
- 1.Model Cascading12m
- 2.Semantic Caching12m
- 3.Budget Alerts10m
14CertificationChange Management
The human side of transformation.
- 1.Communication Strategy12m
- 2.Training & Upskilling12m
- 3.Measuring Cultural Adoption10m
15CertificationCapstone: Design a banking Agentic Program
Bring it all together.
- 1.Capstone Brief15m
- 2.Executive Deliverable25m
- 3.Peer Review20m