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Anthropic has open-sourced the financial-services repository, offering 9 out-of-the-box AI agents for investment banking and 11 MCP data connectors, aiming to automate workflows such as financial modeling, research report writing, and compliance reviews.
Rogo, an enterprise AI finance platform, scales its AI-driven financial research using OpenAI's models (GPT-4o, o1, o1-mini) to serve 5,000+ bankers across investment banks and private equity firms. The platform has achieved 27x ARR growth by automating financial analysis tasks and saving analysts 10+ hours weekly on meeting prep, company profiling, and market research.