AI agents are the most powerful productivity tool to hit financial services in a generation — yet most professionals don't know where to start. Covers: AI agents vs. RPA vs. chatbots, 6 building blocks, 20+ fintech use cases, 7 platforms (Claude, GPT-4, LangChain, CrewAI), Claude API practical guide, risk & governance framework, 10 common mistakes, glossary, readiness checklist, and 10 AI prompts. Works with ChatGPT or Claude.