AI path · course 33 of 258

Ten Agents for Wall Street

Intermediate · 3 lessons · 0 complete

In May 2026 Anthropic released ten ready-to-use agent templates for financial services, alongside Microsoft 365 add-ins, data connectors, and named deployments at Citadel, BNY, Carlyle, and others. This course covers what the templates do, what a benchmark like Vals AI's Finance Agent measures, and how to think about AI in a function where being wrong has regulatory consequences.