AI agents are transforming financial services—from automating customer support to assisting with compliance and decision-making. But building agents in a regulated environment requires careful design, strong controls, and an understanding of where no-code tools can safely accelerate development.
In this code-along, Anjali Jain, Enterprise AI Architect at Metro Bank, guides you through building a no-code AI banking agent. You’ll explore real-world use cases in financial services, learn how to design agents that perform reliably, and understand how to operate within the constraints of a regulated industry. This session is ideal for practitioners looking to combine speed with responsibility.
Key Takeaways
- Learn how to build an AI agent using no-code tools for financial services use cases.
- Understand where AI agents can add value in banking and regulated environments.
- Discover how to architect agents that meet performance, compliance, and reliability requirements.




