Deploying Agentic AI Frameworks in Financial Services

This document is a guide that discusses the deployment of Agentic AI frameworks within the financial services sector. It outlines the rapid evolution of AI technologies and their current applications in finance, emphasizing the transition from traditional AI methods to Multi-Agent Systems. The guide details how these systems utilize multiple autonomous agents to manage complex tasks such as trading, risk management, and compliance. It defines key architectural components of Agentic AI frameworks, including the roles of AI and human agents, and categorizes tasks into deterministic and open-ended types. The document also presents existing Agentic frameworks like CrewAI and Autogen, highlighting their functionalities in enhancing collaboration and decision-making among agents. Furthermore, it addresses the challenges and limitations associated with implementing these frameworks, such as data privacy concerns and the need for integration with legacy systems. The conclusion summarizes the potential benefits of adopting Agentic AI in financial workflows.