Executive summary

Your team is stuck between two worlds.

Institutions face mounting pressure from aging infrastructure requiring costly modernization, digital-native competitors capturing market share, and customers expecting real-time, personalized financial experiences. Once hallmarks of prudent risk management, manual technologies and processes now create operational bottlenecks that limit growth and innovation.

Here's the good news: teams using AI agents are already transforming these pain points into competitive advantages. Financial services leaders like Verisk and NBIM are helping millions of customers at once, catching fraud before it happens, and turning weeks-long loan processes into same-day approvals.

In this guide, we'll demonstrate how to build secure, scalable AI agents using Claude (opens in new tab), Anthropic's family of state-of-the-art foundational models designed for safety and reliability, deployed through Amazon Bedrock's (opens in new tab) fully managed generative AI infrastructure.

What you'll learn

• How financial services organizations use autonomous AI agents for fraud detection, customer service, and more
• Step-by-step blueprints for building agents with Claude in Amazon Bedrock that work within your existing systems
• Realistic timelines and team structures based on what actually works
• Stories from Verisk and NBIM showing real results, not just promises

Ready to move beyond AI experiments to production-scale deployments that meet the compliance, security, and performance standards your financial institution requires?

Let's dive in.