"The 10 new agents include a 'model builder,' which can create financial models from filings and analyst notes, and a 'pitch builder,' which can draft pitchbooks ahead of client meetings."
"Major banks, including JPMorgan, Goldman Sachs, and Morgan Stanley, have rolled out internal AI assistants to large swaths of their workforces, designed to help employees summarize internal research, draft emails and reports, write code, and prepare for client meetings."
"Rogo, valued at $2 billion and founded by former investment bankers, serves more than 250 clients. Its tools can draft pitch decks, conduct research, prepare for meetings, and build models."
Anthropic is introducing AI agents designed to automate various tasks in finance, including preparing for client meetings and conducting market research. This move comes amid a competitive landscape where startups and banks are developing similar tools. The new agents include a 'model builder' for creating financial models and a 'pitch builder' for drafting pitchbooks. Financial services represent Anthropic's second-largest revenue source, with 40% of its top customers in this sector. Major banks are increasingly adopting AI to enhance efficiency across their workforce.
Read at www.businessinsider.com
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