By David Kitai
AI agents in finance may look more like steady improvements than total overhaul, explains Brad Joudrie
Earlier in May Anthropic announced the launch of ten AI agents built specifically for the financial services industry. The agents, which plug directly into Claude Cowork and Claude Code, are meant to be autonomous and capable of covering different forms of research and client work. That includes pitchbook creation, meeting prep, earnings revies, financial modelling, and market research. The announcement was framed as a source of ‘disruption,’ with Anthropic CEO Dario Amodei telling Reuters that if software companies fail to adapt to AI, they could “lose market value, go bankrupt.”
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