Transform financial services with Claude

Our partnership with Anthropic will fundamentally transform how we approach underwriting at scale. With the incorporation of Claude’s advanced capabilities into our underwriting process, we have been able to compress the timeline to review business by more than 5x in our early rollouts while simultaneously improving our data accuracy from 75% to over 90%. This collaboration is about propelling growth and providing our underwriters the tools to make better decisions at an accelerated pace, ultimately driving our ability to serve more clients with greater insight.

We see AI agents as the next evolution of commerce—autonomous systems that can predict, suggest, and find the products and services consumers need. This means AI that can find the best price for ‘that dress’ or can make everyday purchases on your behalf at the right time. This is only possible with a secure foundation at the base built on consent, privacy, transparency, and security. We are delighted that Anthropic is a key partner of Visa to make this dream a reality and shares our values and principles around responsible data usage (and we trust Claude to underpin this vision). Because when AI is moving money, safety and trust are non-negotiable.

Our strategic partnership with Anthropic is foundational to our success and our strategy to become a global leader in AI innovation in banking. Claude’s advanced capabilities, combined with Anthropic’s commitment to safety, are central to our purpose of harnessing AI responsibly, as we drive for transformation in critical areas like fraud prevention & customer service enhancement.

We’ve been developing capabilities powered by Claude since 2023 within AIA Labs. Claude powered the first versions of our Investment Analyst Assistant, which streamlined our analysts’ workflow by generating Python code, creating data visualizations, and iterating through complex financial analysis tasks with the precision of a junior analyst.

Claude serves as a remarkable reasoning-powered companion. Its ability to shift smoothly between quick execution and deep analysis, with fine-grained control over both, is exactly what’s been missing in AI systems. Anthropic is a go-to technology & partner for AI workloads that require reliable intelligence at scale

Through our training program with Anthropic, we’ve seen portfolio companies adopt Claude Code with remarkable results. Development teams are completing complex tasks in hours instead of days, and we’re hearing from previously skeptical engineers that they can’t imagine working without it. The productivity gains we’re seeing validate why we invested early in helping our portfolio companies leverage Claude's capabilities.

Claude has fundamentally transformed the way we work at NBIM. With Claude, we estimate that we have achieved ~20% productivity gains—equivalent to 213,000 hours. Our portfolio managers and risk department can now seamlessly query our Snowflake data warehouse and analyze earnings calls with unprecedented efficiency. From automating monitoring of newsflow for 9,000 companies to enabling more efficient voting, Claude has become indispensable.

Claude 4’s agentic capacity to decide when to split work, delegate tasks and merge findings—has enabled long-horizon Pathfinder Agent tasks, turning multi‑week cross‑jurisdictional assessments into 30-minute agentic executions.

We are excited to continue to partner with leading AI companies like Anthropic to deliver S&P Global’s trusted, relevant data and insights wherever our customers need them. S&P Global is committed to meeting our customers wherever their workflows take place, ensuring they have options and flexibility when it comes to harnessing our trusted data across the AI ecosystem.

As one of Canada’s largest institutional investors, BCI is driven to experiment, build, and innovate. As a design partner of Claude for Financial Services, we have a front-row seat to the potential of AI in private equity. Origination, due diligence, and value creation processes are changing—everything moves faster, empowering investment teams to do more. Claude has accelerated our ability to get up-to-speed on investments and the underlying portfolio’s progress, making us more effective. As we push boundaries on what’s possible, we’re excited by the opportunities.