Agentic AI Playbook for Finance 🤖💸

A field‑ready reference for product, engineering, and risk teams building autonomous agents in FinTech 📚

👋 Hey, Linas here! Welcome to another special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & the most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 333k+ FinTech leaders:

Banks, FinTechs, and insurers are embedding AI agents into fraud detection, credit underwriting, KYC, and customer support.

The upside is massive - speed, accuracy, margin - but so are the risks.

I just came across a playbook for deploying AI Agents in Finance that distils the patterns that work in production and the guardrails that keep regulators, auditors, and customers happy.

The playbook provides a good conceptual overview and structure for approaching agentic AI in finance. Let’s dive in: