Agentic Artificial Intelligence in Finance: Simple Ideas, Big Impacts

Building on recent developments in artificial intelligence and practical finance applications, this Master Class provides a high-level, intuitive introduction to agentic AI systems, with a particular focus on their relevance for financial research and analysis.

The Master Class combines conceptual explanations and concrete Use Case examples with hands-on Jupyter Notebook exercises, allowing participants to directly experiment with simplified agentic workflows using public financial data. The objective is not to promote automation for its own sake, but to equip participants with a clear mental model of what agentic AI can — and cannot — do in a finance setting.

The specific objectives are:

• Understanding what distinguishes agentic AI systems (goal-directed, tool-using, persistent) from traditional reactive language models.
• Learning the core building blocks of an AI agent: goals, planning, tool use, memory, and feedback.
• Exploring concrete financial use cases, such as automated analysis of corporate disclosures (e.g. 10-K filings), risk factor extraction, and peer comparisons.
• Providing Guidance to Finance Leaders on how to leverage Agentic AI.
• Discussing Agentic AI Governance and the risks associated with autonomous systems, including misaligned objectives, fragile feedback loops, and the need for human oversight.
• Exploring the impact of Agentic AI on processes, culture and organization.
• Developing an informed perspective on how agentic AI could responsibly augment financial workflows rather than replace human judgment.

We are happy to support the SFI Master Classes as a cooperation partner of the Swiss Finance Institute (SFI). They offer experienced banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with high-ranking academics and industry experts in an interactive learning environment. The Master Classes include practical group work and opportunities for discussion.

SFI Master Classes are offered free of charge to employees of companies affiliated with the Swiss Bankers Association (SBA) as well as to employees of FINMA and Swiss National Bank (SNB). The events in Zurich are also open to all employees of member companies of the Zurich Banking Association.

The master classes are acknowledged SAQ recertification measures and comprise four learning hours. Further information on the profiles and the topics covered can be found at sfi.ch/mc.

We look forward to lively participation and a stimulating exchange between industry and academia.

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