By industry
AI agent skills for Financial Services and Banking
AI agent skills for banks, credit unions, asset managers, and fintech operators. KYC and AML review, earnings-call analysis, credit memo drafting, reconciliation, suspicious-activity narratives, portfolio commentary. 7 indexed and scored today.
- Indexed
- 7
- Avg score
- 7.7
- Top platform
- LangChain and LlamaIndex Packs 3
Top picks for financial services and banking
LlamaIndex
Leading document agent and OCR platform for building LLM applications over private data with retrieval, agents, and workflows.
LlamaParse
GenAI-native document parser that extracts tables, figures, and structured data from complex PDFs for downstream RAG.
Company Policy Chatbot with RAG + Pinecone + OpenAI
Self-updating policy chatbot that ingests Google Drive docs into Pinecone and answers employee policy questions with citations.
PDF Skill
Anthropic's official Claude Skill for reading, extracting, merging, splitting, watermarking, OCRing, encrypting, and form-filling PDF files.
XLSX Skill
Anthropic's official Claude Skill for opening, editing, and creating .xlsx, .xlsm, .csv, and .tsv spreadsheets with proper formula recalculation.
Data Analyst
Drop in any file and get charts, cleaning, and analysis from an OpenAI-built data analysis GPT.
LangChain Extract
Reference LangChain app for extracting structured data from unstructured text and PDFs using LLMs and JSON schemas.
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