Anthropic Unveils AI Agents to Field Financial Services Tasks (1)

Anthropic PBC unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks, part of the company’s push to win over Wall Street.

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%. Shares of S&P Global Inc. and Moody’s Corp. both ...