3. AI Agents

AI tools respond to questions. AI agents complete tasks. This course explains the difference, shows how agents reason and act across multiple steps, and demonstrates how Unique AI uses agentic technology to handle the repetitive, data-intensive work that slows financial professionals down.

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Average Time for Course Completion: 40 min

Course content

• Lesson: AI Agents 101
  • Introduction
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  • What is an AI Agent?
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  • Unique AI vs. Standard Chatbot
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  • AI Agents in Finance
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  • Conclusion
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  • Test
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  • Course Survey
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