Anthropic’s New York event on May 5 felt like a declaration. CEO Dario Amodei shared the stage with JPMorgan Chase’s Jamie Dimon. They talked AI’s grip on markets, jobs, the economy. Dimon, who’d tinkered with Claude Code over the weekend, marveled at its dashboard on asset swaps and Treasury spreads—built in 20 minutes, spot-on accurate. Fortune captured the buzz: Anthropic isn’t just selling models. It’s wiring itself into finance’s core.
The star? Ten pre-built AI agents, ready for deployment. Pitch builder drafts client pitchbooks from target lists and comps. Meeting preparer pulls briefs on clients and counterparties. Earnings reviewer scans transcripts, updates models, flags key shifts. Model builder crafts financial projections from filings and notes. Market researcher synthesizes news, filings, broker takes. Then operations: Valuation reviewer checks against standards. General ledger reconciler matches accounts to records. Month-end closer runs checklists, preps entries. Statement auditor scans for gaps. KYC screener assembles files, flags risks. All plug into Claude Cowork or Code as plugins—or run autonomously via Managed Agents. Users review outputs. Adaptation to firm policies? Straightforward. Anthropic’s announcement lists them with skills, connectors, subagents.
Claude Opus 4.7 powers it all. Tops Vals AI’s Finance Agent benchmark at 64.37%. Handles senior-analyst work: Excel models sans ref errors, PowerPoint decks, Word memos. New Microsoft 365 add-ins—Excel, PowerPoint, Word live; Outlook beta—carry context across apps. Dispatch tasks by voice or text. Data flows governed: Moody’s ratings on 600 million firms, Dun & Bradstreet identities, FactSet, S&P Capital IQ, PitchBook, Verisk insurance data. No leaving Claude. The Wall Street Journal notes the push bridges AI speed and enterprise lag.
Finance now fuels Anthropic’s growth engine.
Second-biggest revenue slice after tech. Forty percent of top 50 customers: banks, asset managers, insurers. Goldman Sachs, Citi, Visa, AIG in production since Claude for Financial Services launched last summer. Walleye Capital: every one of 400 staff uses Claude Code. Carlyle leans on it for investing, ops, portfolios. JPMorgan’s AI push dates to 2012—hundreds of cases in risk, fraud, marketing. Dimon: ‘It’s just starting.’ AIG’s Peter Zaffino: Claude matches humans 88% on claims, sharpens experts too. Business Insider pegs financial services as Anthropic’s enterprise anchor.
But competition sharpens. Startups like Rogo—$2 billion valuation, 250 clients—build model-agnostic tools for pitches, research, models. President Rahul Rekhi shrugs off rivals: ‘The better the models get… the more we can do accelerating and automating.’ Hebbia queries datasets for comparisons, drafts. EY’s Scott Keipper predicts consolidation on core providers; winners integrate into systems, fit governance. OpenAI courts BNY, BBVA; eyes PE joint venture. Anthropic counters with its own: $1.5 billion play—$300 million each from Anthropic, Blackstone, Hellman & Friedman; Goldman $150 million. Deploys agents into PE portfolios. Plus FIS tie-up: Financial Crimes Agent slashes AML probes from hours to minutes. BMO, Amalgamated Bank testing; wide rollout H2 2026. FIS: ‘Anthropic was the clear choice.’ FIS press release.
Amodei warns of fallout. SaaS incumbents? Some could ‘go bust’ without AI pivots. Q1 revenue: 80x annualized. Yet diffusion lags. ‘Technology moves at lightning pace. Large enterprises aren’t like that,’ he told the crowd. Reuters. Mythos preview—cyberattack facilitator—rolls slow to 50 partners, banks included. Dimon backs caution: ‘Critical infrastructure.’
Markets flinched. FactSet plunged 8%. Morningstar shed 3%. S&P Global, Moody’s pressured. Bloomberg. Agents don’t just assist. They replace grunt work—first-year analysts’ pitch decks, KYC, closes. Pyramids flatten. No mass layoffs yet. Banks slow hiring, plan redeployments. Dimon: ‘Huge redeployment plans.’ Anthropic’s Jonathan Pelosi: From emails to pitch-building. JPMorgan CIO Lori Beer: Tech outpaces absorption.
And the path ahead? IPO whispers by year-end. Revenue must prove. Agents mark the shift. Wall Street tests them now. Claude embeds deeper. FIS agent hits banks soon. PE venture scales mid-market. Amodei eyes ‘staircase of autonomy’—basic aids to full workflows. Chief economist Peter McCrory: AI in quarter of tasks for half U.S. jobs; could double productivity gains. But policy lags tech by years. Prepare now.
Wall Street adapts fast. Or gets automated.
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