Anthropic has introduced a new set of AI agents for banks and other financial services groups, as it looks to widen its enterprise customer base ahead of a possible initial public offering as early as this year.<\/p>\n
The company is launching ten agents designed to automate routine financial tasks, including preparing pitchbooks, closing accounts and drafting credit memoranda.<\/p>\n
It has also adjusted its main AI product, Claude, so it can be used more easily within Microsoft 365 software, which is widely used across financial firms.<\/p>\n
At the same time, Anthropic has widened technical partnerships with Dun & Bradstreet, Moody\u2019s and other financial data platforms.<\/p>\n
Anthropic\u2019s latest steps are intended to \u201cbridge the gap\u201d between the pace of AI development and financial firms\u2019 ability to put the technology into use, Jonathan Pelosi, head of financial services, told the Wall Street Journal.<\/a><\/p>\n \u201cThis is the difference between, \u2018We\u2019re using AI to help write better emails or do some basic research,\u2019 to an investment bank pitch-building,\u201d he said.<\/p>\n Anthropic first entered the sector last summer with a dedicated offering called Claude for Financial Services.<\/p>\n The company said Goldman Sachs, Citadel, Citi and AIG are among its customers.<\/p>\n Pelosi said financial services was Anthropic\u2019s first industry focus, giving it an early lead in that market.<\/p>\n In February, the company released Claude plug-ins aimed at financial analysis, equity research, private equity and wealth management, reported Bloomberg<\/a>.<\/p>\n It also introduced a new model that it said was better suited to financial research.<\/p>\n Anthropic said Claude will now work more effectively with third-party software such as Excel, PowerPoint and Outlook, while also drawing on data from financial industry partners including Dun & Bradstreet and Moody\u2019s Corp.<\/p>\n Anthropic is also strengthening its connections in finance through a new joint venture<\/a> with Blackstone, Hellman & Friedman and Goldman Sachs Group.<\/p>\n The venture is intended to bring Anthropic\u2019s software to more businesses.<\/p>\n