Interne / technique
Suivi d'implémentation
Parité module par module avec le dépôt upstream d'Anthropic. Vous cherchez les agents ? Ils sont sur la page Services Financiers.
Ce que Suit Cette Page
Claude for Financial Services d'Anthropic est une collection open source d'implémentations de référence pour des agents IA et des bundles de compétences verticales couvrant la banque d'investissement, la recherche actions, la gestion de patrimoine, l'administration de fonds et la conformité opérationnelle. Le dépôt comprend 10 agents de workflow, 7 plugins verticaux, 2 plugins partenaires (LSEG, S&P Global) et des intégrations avec 11 fournisseurs de données financières.
ibizai s'appuie sur ces implémentations de référence pour offrir des capacités IA en services financiers à ses clients — adaptées aux contextes multilingues (EN/ES/FR), aux cadres réglementaires des marchés émergents et intégrées à l'ibizai AI Suite. Cette page est une feuille de route en temps réel : chaque module correspond à un composant spécifique du dépôt upstream.
Important : Rien sur cette page ne constitue un conseil en investissement, juridique, fiscal ou comptable. Ces agents produisent des livrables d'analyse soumis à la révision de professionnels qualifiés. Chaque résultat nécessite une validation humaine avant utilisation.
Couverture en un Coup d'Œil
22 modules suivis sur 5 catégories
22
Total
13
Actif
7
Partiel
2
Planifié
35 / 54
Compétences en ligne
0
Écarté
91%
Couverture
Plugins Verticaux
Bundles de compétences par domaine : banque d'investissement, recherche actions, gestion de patrimoine, capital-investissement, administration de fonds, analyse financière et opérations.
| Module | Type | Description Upstream | Statut | Implémentation ibizai | Calendrier |
|---|---|---|---|---|---|
LSEG (partner-built) lseg | plugin | London Stock Exchange Group analytics — partner-built vertical plugin | Planned | Partner-built plugin under plugins/partner-built/. Requires an LSEG data entitlement, so it is only meaningful in a CEMI-managed deployment for a client that already licenses LSEG. Not applicable to the self-serve tier. Delivery path: enabled per engagement — the client's LSEG credentials are wired to the upstream plugin inside their deployment, gated by the access policies below. | On request |
S&P Global (partner-built) spglobal | plugin | S&P Global / Kensho market data and analytics — partner-built vertical plugin | Planned | Partner-built plugin under plugins/partner-built/. Requires an S&P Global entitlement; relevant to CEMI-managed deployments for institutions that already license it. Not applicable to the self-serve tier. Delivery path: enabled per engagement — the client's S&P Global / Capital IQ credentials are wired to the upstream plugin inside their deployment, gated by the access policies below. | On request |
Financial Analysis financial-analysis | plugin | Comps, DCF, LBO, 3-statement models, deck QC, Excel audit — 11 data provider integrations | Partial | Financial Analysis Suite (Model Audit + Deck QC + KYC Rules Evaluator) Implemented as 3 standalone agents: Financial Model Audit (/services/financial-model-audit/), Deck QC Agent (/services/deck-qc-agent/), KYC Rules Evaluator (/services/kyc-rules-evaluator/). Trilingual EN/ES/FR. BYOD. External data provider integration (Bloomberg, CapIQ, Daloopa, etc.) available as future enhancement. 7 / 12 compétences en ligne DCF modelLBO model3-statement modelComps analysisExcel authoringModel auditDeck QCCompetitive analysisClean data (xlsx)Deck refreshPowerPoint authoringPPT template creatorSkill creator | 2026-Q3 |
Wealth Management wealth-management | plugin | Client reviews, financial plans, portfolio rebalancing, tax-loss harvesting | Partial | WM Agent Suite (Financial Plan + Client Review + Rebalancing + Tax-Loss Harvesting) Implemented as 4 standalone agents: Financial Plan Generator (/services/financial-plan-generator/), Client Review Letter (/services/client-review-letter/), Portfolio Rebalancing Analysis (/services/portfolio-rebalancing/), Tax-Loss Harvesting Analysis (/services/tax-loss-harvesting/). All trilingual EN/ES/FR, BYOD. MiFID II and DR securities law adaptation available as future enhancement. 4 / 6 compétences en ligne Financial planClient reviewPortfolio rebalanceTax-loss harvestingInvestment proposalClient report | 2026-Q3 |
Operations operations | plugin | KYC document parsing and rules-grid evaluation | Partial | Operations Agent Suite (Client Onboarding Checklist) Client Onboarding Checklist (/services/client-onboarding-checklist/) now live: 9-section AML/KYC checklist covering identity verification, beneficial ownership, source of funds, risk assessment, sanctions screening, ongoing monitoring, and regulatory references. Extended for FATF-compliant KYC across Caribbean (CFATF) and EU (AMLD6) jurisdictions; multilingual (EN/ES/FR); 8 client types; 4 risk tiers. Integration with live screening providers remains a future enhancement. | 2026-Q3 |
Investment Banking investment-banking | plugin | CIMs, teasers, buyer lists, merger models, deal tracking — slash commands for IB workflow | Partial | IB Agent Suite (CIM + Teaser + Buyer List) Implemented as 5 standalone agents: CIM Generator (/services/cim-generator/), Teaser Generator (/services/teaser-generator/), Buyer List Generator (/services/buyer-list-generator/), Merger Model Analyst (/services/merger-model/), Deal Tracker (/services/deal-tracker/). All trilingual EN/ES/FR, BYOD, no external APIs required. Plugin-level integration with Bloomberg/CapIQ available as future enhancement. 5.5 / 9 compétences en ligne Buyer listCIM builderTeaserMerger model (accretion / dilution)Deal trackerPitch deckProcess letterDatapack builderStrip profile | 2026-Q4 |
Equity Research equity-research | plugin | Earnings notes, initiations, model updates, thesis tracking | Partial | ER Agent Suite (Initiation + Research Note + Model Update + Thesis Check) Implemented as 4 standalone agents: Initiation of Coverage (/services/initiation-coverage/), Research Note Generator (/services/research-note-generator/), Model Update Note (/services/model-update-note/), Thesis Check (/services/thesis-check/). Trilingual EN/ES/FR. Coverage of regional exchanges (BME, Euronext Lisbon, BCRD) alongside global equities. BYOD, no external data APIs required. 4 / 9 compétences en ligne Initiating coverageEarnings analysisModel updateThesis trackerMorning noteEarnings previewSector overviewCatalyst calendarIdea generation | 2026-Q4 |
Private Equity private-equity | plugin | Sourcing, screening, IC memos, portfolio monitoring, AI readiness | Partial | PE Agent Suite (IC Memo + Deal Screener + Sourcing Brief + Portfolio Review + AI Readiness) Implemented as 8 standalone agents: IC Memo Generator (/services/ic-memo-generator/), Deal Screener (/services/deal-screener/), Deal Sourcing Brief (/services/deal-sourcing-brief/), Portfolio Company Review (/services/portfolio-company-review/), Portfolio AI Readiness (/services/portfolio-ai-readiness/), Returns Analysis (/services/returns-analysis/), Unit Economics Analyzer (/services/unit-economics/), Due Diligence Checklist (/services/dd-checklist/). All trilingual EN/ES/FR, BYOD, no external APIs required. Adapted for growth equity and impact investing in Latin American and Iberian markets; integrates with the ibizai AI Readiness Assessment methodology. 8 / 10 compétences en ligne IC memoDeal screeningDeal sourcingPortfolio monitoringAI readinessReturns analysisUnit economicsDue diligence checklistDD meeting prepValue-creation plan | 2026-Q4 |
Fund Administration fund-admin | plugin | GL reconciliation, accruals, NAV tie-out, variance commentary | Partial | Fund Administration Suite (Capital Call Notice + Investor Distribution) Capital Call Notice Generator (/services/capital-call-notice/) and Investor Distribution Notice (/services/investor-distribution/) now live. Roll-Forward Schedule Generator also live at /services/roll-forward-schedule/. IFRS-first accounting standards; adapted for fund structures in Iberian and Caribbean markets; trilingual LP reporting (EN/ES/FR); supports PE, VC, Real Estate, Infrastructure, and Credit fund types. 5 / 6 compétences en ligne GL reconciliationNAV tie-outRoll-forwardAccrual scheduleVariance commentaryBreak trace | 2026-Q4 |
Couverture et Conseil
Préparation des réunions clients et génération de matériaux de pitch pour les flux de travail de banque d'investissement et de conseil.
| Module | Type | Description Upstream | Statut | Implémentation ibizai | Calendrier |
|---|---|---|---|---|---|
Meeting Prep Agent meeting-prep-agent | agent | Assembles client briefing packs: relationship summary, holdings snapshot, market context, agenda, talking points | Live | Meeting Prep Agent Trilingual (EN/ES/FR) briefing pack generator; output language selectable; grounded in user-provided context only; no external data APIs required. | En ligne depuis 2026-05-19 |
Pitch Agent pitch-agent | agent | Generates first-draft M&A pitch materials: valuation workbook (comps, DCF, football-field) and branded PowerPoint deck | Live | Pitch Agent Trilingual (EN/ES/FR) eight-section pitch narrative generator; supports M&A sell-side/buy-side, capital raise, IPO prep, and strategic review; audience-aware framing (strategic buyer, financial sponsor, public markets, internal); output grounded in user-provided context only — no fabricated multiples or market data. | En ligne depuis 2026-05-20 |
Recherche et Modélisation
Agents de recherche de marché, modélisation financière de qualité institutionnelle et analyse post-résultats.
| Module | Type | Description Upstream | Statut | Implémentation ibizai | Calendrier |
|---|---|---|---|---|---|
Market Researcher market-researcher | agent | Produces sector primers, competitive landscape analyses, peer comps, and research notes with investment idea shortlists | Live | Market Researcher Agent Trilingual (EN/ES/FR); priority coverage of Caribbean, Iberian, and Latin American markets; structured 5-section research brief; Markdown export. | En ligne depuis 2026-05-19 |
Model Builder model-builder | agent | Constructs institutional-quality DCF, LBO, 3-statement, and comps models in Excel from ticker and assumptions | Live | Financial Model Builder IFRS-standard financial statements; local currency support (17 currencies); SME and unlisted company modeling for markets without full public data; Excel workbook output (multi-sheet .xlsx) plus CSV and Markdown; DCF, LBO, 3-statement, and comps in a single agent; trilingual output (EN/ES/FR). | En ligne depuis 2026-05-22 |
Earnings Reviewer earnings-reviewer | agent | Post-earnings updates: model update, earnings note draft, variance table (actual vs. consensus vs. prior) | Live | Earnings Reviewer Trilingual (EN/ES/FR) seven-section post-earnings analyst note; actuals vs. consensus vs. prior-period variance; management tone analysis; model update implications; thesis check; publishable 2–3 sentence client note draft. Adapted for semi-annual reporting cycles and regional exchanges (BCRD, BME, Euronext Lisbon). No external data APIs — grounded in user-provided context only. | En ligne depuis 2026-05-21 |
Administration de Fonds
Agents de réconciliation du grand livre, valorisations de fin de trimestre, automatisation de la clôture mensuelle et audit des relevés LP.
| Module | Type | Description Upstream | Statut | Implémentation ibizai | Calendrier |
|---|---|---|---|---|---|
GL Reconciler gl-reconciler | agent | Reconciles general ledger against subledger balances; produces controller-ready exception report | Live | GL Reconciler IFRS-first; adapted for fund structures in Caribbean and Iberian jurisdictions; five-section exception report (summary, exception table, root cause, recommended actions, sign-off checklist); trilingual output; no external data — grounded in user-provided balances and notes. | En ligne depuis 2026-05-21 |
Valuation Reviewer valuation-reviewer | agent | Quarter-end portfolio valuations: valuation summary, NAV waterfall, staged LP reporting pack | Live | Valuation Reviewer Six-section quarter-end valuation review: summary, NAV movement bridge, methodology assessment, risk factors, LP reporting pack narrative, and auditor/board considerations. Adapted for private credit and real asset structures in Latin American funds; trilingual LP reporting templates. | En ligne depuis 2026-05-21 |
Month-End Closer month-end-closer | agent | Controller assistant: accrual schedules, journal entry drafts, roll-forward schedules, variance commentary | Live | Month-End Closer Five-section month-end close package: checklist status, accrual schedule, journal entry drafts, variance commentary, and open items register. IFRS-first with local GAAP adaptations; trilingual close packages for Iberian and Caribbean markets. | En ligne depuis 2026-05-21 |
Statement Auditor statement-auditor | agent | Final QC for LP capital-account statements: tie-out table, exception list, sign-off sheet | Live | Statement Auditor Four-section LP statement QC: capital account tie-out table, exception list, sign-off checklist, and key items for LP communication. Multilingual; adapted for fund structures and LP reporting standards in Caribbean and Iberian markets. | En ligne depuis 2026-05-21 |
Capital Call Notice capital-call-notice | agent | Generates LP capital call notices with call details, use of proceeds, wire instructions, and attachment checklist | Live | Capital Call Notice Generator Trilingual (EN/ES/FR) 7-section LP capital call notice: formal header, call details, use of proceeds, wire instructions, LP action checklist, signature block, attachment checklist. Supports PE, VC, Real Estate, Infrastructure, and Credit fund types. Multi-model (Gemini, Claude, GPT-4o). BYOD, no external APIs required. | En ligne depuis 2026-05-28 |
Investor Distribution Notice investor-distribution | agent | Drafts LP distribution notices for exit proceeds, dividends, return of capital, carried interest, or preferred return events | Live | Investor Distribution Notice Trilingual (EN/ES/FR) 8-section LP distribution notice: formal header, distribution summary, source of proceeds, waterfall & allocation, tax considerations, distribution instructions, LP next steps, signature block. Supports all major distribution types. Multi-model (Gemini, Claude, GPT-4o). BYOD, no external APIs required. | En ligne depuis 2026-05-28 |
Opérations et Conformité
Agents d'intégration des clients et de contrôle KYC avec vérification des sanctions, des PPE et des médias défavorables.
| Module | Type | Description Upstream | Statut | Implémentation ibizai | Calendrier |
|---|---|---|---|---|---|
Client Onboarding Checklist client-onboarding-checklist | agent | Generates customized AML/KYC onboarding checklists for financial institutions based on client type, jurisdiction, and risk profile | Live | Client Onboarding Checklist Trilingual (EN/ES/FR) 9-section AML/KYC onboarding checklist: checklist overview, identity verification, beneficial ownership, source of funds/wealth, risk assessment, screening requirements, ongoing monitoring, approval & sign-off, regulatory references. Supports 8 client types, 4 risk tiers, FATF/CFATF/AMLD6 frameworks. Multi-model (Gemini, Claude, GPT-4o). BYOD. | En ligne depuis 2026-05-28 |
KYC Screener kyc-screener | agent | Client onboarding: document extraction, rules evaluation, sanctions/PEP/adverse media screening, escalation packet | Live | KYC Screener Agent KYC Rules Evaluator (/services/kyc-rules-evaluator/) now live as a complementary BYOD rules-grid tool. Extended for FATF-compliant KYC across Caribbean (CFATF) and EU (AMLD6) jurisdictions; multilingual document processing; regional watchlist integration (OFAC, EU consolidated, UNODC); explicit live-screening-required flags prevent fabricated sanctions hits. | En ligne depuis 2026-05-19 |
Connecteurs de Données Upstream
Le dépôt upstream intègre 12 fournisseurs de données financières via MCP. ibizai évalue et active ces intégrations selon les besoins des clients et la disponibilité régionale des données.
Daloopa AI-powered financial data extraction from filings Requiert: Daloopa subscription + API key
Morningstar Investment data, research, and analytics Requiert: Morningstar Direct / Data API licence
S&P Global Capital IQ market intelligence and financial data Requiert: Capital IQ Pro entitlement
FactSet Financial data and analytics platform Requiert: FactSet workstation + API entitlement
Moody's Credit ratings, risk analytics, and economic research Requiert: Moody's Analytics / CreditView licence
MT Newswires Real-time financial news and data feeds Requiert: MT Newswires feed subscription
Aiera Earnings call intelligence and event monitoring Requiert: Aiera platform subscription
LSEG Refinitiv financial markets data and infrastructure Requiert: LSEG Workspace / Data Platform entitlement
PitchBook Private market data, research, and analytics Requiert: PitchBook licence + API access
Chronograph Private capital portfolio analytics Requiert: Chronograph LP/GP account
Egnyte Secure content collaboration and governance Requiert: The institution's Egnyte tenant
Box Enterprise content management and document storage Requiert: The institution's Box enterprise tenant
Chaque connecteur atteint l'agent via l'intégration MCP du dépôt upstream. Dans un déploiement géré par CEMI, nous connectons la licence et les identifiants propres à l'institution — jamais une clé partagée ibizai — au sein de son déploiement, sous les politiques d'accès décrites ci-dessous. Le niveau libre-service reste BYOD par conception : aucun connecteur n'y fonctionne.
Rester à Jour avec l'Upstream
Le dépôt financial-services d'Anthropic est en développement actif. ibizai surveille le dépôt upstream pour les nouveaux modules, les mises à jour de capacités et les changements importants, et met à jour ce suivi en conséquence.
Si vous êtes une institution de services financiers évaluant ces capacités, ou un développeur souhaitant contribuer à l'adaptation ibizai pour les marchés émergents, contactez-nous.
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