My Fintech Newsletter for more interviews and the latest insights: ↪︎ https://rexsalisbury.substack.com/ In this episode, Anthropic’s Nicholas Lin explains how vertical AI agents are reshaping financial services, from building real-time investment models to automating data analysis for some of the world’s largest funds. We explore why finance was chosen as Anthropic’s first enterprise vertical, the challenges and benchmarks in deploying safe, reliable AI, and how large organizations are integrating these tools across research and operations. Nicholas Lin also shares insights on the next era of AI adoption, collaboration with global partners, and the future role of financial analysts in an agent-powered economy. Nicholas Lin.: https://www.linkedin.com/in/cxl/ 00:00:00 - Anthropic demos real-time AI financial analyst 00:00:39 - Claude's rollout to global enterprise clients 00:01:27 - Why verticalize AI models for finance 00:02:36 - AI as a solution for complex industry problems 00:03:46 - Tackling regulated logic and audit trails 00:05:07 - Building “retrieve, analyze, create” agents 00:07:11 - Outperforming on industry research benchmarks 00:09:13 - Integrating AI with customer feedback loops 00:10:14 - Why AI-enabled spreadsheets matter 00:13:03 - Partnering with sovereign wealth funds 00:15:10 - Data integration and readiness for AI 00:17:13 - Changing workflows with live artifacts 00:20:04 - Customizing tools for technical teams 00:23:19 - Driving product development with design partners 00:25:12 - Future of “full-stack” autonomous agents 00:27:33 - Solving adoption and change management 00:29:01 - Enterprise-wide AI from consulting to accounting 00:30:53 - Most bankers still lack AI access 00:32:40 - Social impact of automating analyst work 00:34:31 - Favorite AI and finance tools 00:36:43 - The next wave of AI advances at Anthropic ___ Rex Salisbury LinkedIn: ↪︎ https://www.linkedin.com/in/rexsalisbury Twitter: https://twitter.com/rexsalisbury TikTok: https://www.tiktok.com/@rex.salisbury Instagram: https://www.instagram.com/rexsalisbury/ ###