Free Lesson
AI agents in financial services: who authorised that?
30 min
Nov 4, 2026 9:00 PM
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What you'll learn
Understand what AI agents can now do
Compare concrete examples from OpenAI, Anthropic, Meta and Manus, including using websites and acting across apps.
Identify what AI agents could change in your area of finance
Use an unwanted-purchase case to examine customer intent, permission, payment checks and responsibility.
Know what to watch and question over the next three months
Choose a workplace process and identify evidence to watch on agent transactions, customer contact or permission.
Why this topic matters
AI tools from OpenAI, Anthropic, Meta and Manus can now carry out tasks, not just answer questions. What changes when those tasks involve money? Start with what these tools do, then examine my experience of an assistant attempting purchases I never requested. Explore the consequences for payments, banking and insurance, and leave with three hypotheses to test in your workplace over the next three months.
