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.
The company is launching ten agents designed to automate routine financial tasks, including preparing pitchbooks, closing accounts and drafting credit memoranda.
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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.
At the same time, Anthropic has widened technical partnerships with Dun & Bradstreet, Moody’s and other financial data platforms.
Anthropic’s latest steps are intended to “bridge the gap” between the pace of AI development and financial firms’ ability to put the technology into use, Jonathan Pelosi, head of financial services, told the Wall Street Journal.
“This is the difference between, ‘We’re using AI to help write better emails or do some basic research,’ to an investment bank pitch-building,” he said.
Anthropic first entered the sector last summer with a dedicated offering called Claude for Financial Services.
The company said Goldman Sachs, Citadel, Citi and AIG are among its customers.
Pelosi said financial services was Anthropic’s first industry focus, giving it an early lead in that market.
In February, the company released Claude plug-ins aimed at financial analysis, equity research, private equity and wealth management, reported Bloomberg.
It also introduced a new model that it said was better suited to financial research.
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’s Corp.
Anthropic is also strengthening its connections in finance through a new joint venture with Blackstone, Hellman & Friedman and Goldman Sachs Group.
The venture is intended to bring Anthropic’s software to more businesses.
