By Jakob Steinschaden
Publication Date: 2026-05-05 20:47:00
The race to automate financial services through artificial intelligence is picking up speed. Two AI companies have announced new products for the financial sector in quick succession: Anthropic, the maker of the AI model Claude, unveiled ten specialized agents for tasks in banking, insurance, and asset management. Shortly afterward, Perplexity also announced its own offering for finance professionals with “Computer for Professional Finance.”
Anthropic’s Push: Ten Agents for Everyday Finance
Anthropic has introduced a range of AI agents designed to take over time-consuming routine work in the financial sector. The tools are aimed at professionals in banks, insurance companies, asset management firms, and financial technology companies. Among other things, they are intended to create pitchbooks for client meetings, analyze financial data, and escalate compliance cases for review.
The agents are organized into two categories: tools for research and client services, and tools for financial operations and internal processes. They can be deployed either as plugins within Anthropic’s work environments Claude Cowork and Claude Code, or operated as so-called Managed Agents on the Claude platform, where they can also work fully autonomously over extended periods of time.
The New Agents at a Glance
Research and Client Services:
- Pitch Builder: Creates target client lists, conducts comparable analyses, and drafts pitchbooks
- Meeting Preparer: Prepares briefings on clients…
