Anthropic unveils AI agents to field financial services tasks
- May 7
- 1 min read
BLOOMBERG — The Claude maker is releasing AI agents that it says can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review.
The new tools — 10 in total — are aimed at professionals across banking, insurance, asset management and financial technology.
FactSet Research Systems Inc. shares fell as much 8.1% after the announcement while Morningstar Inc. erased earlier gains to fall more than 3%.
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