Model Update Note — ibizai Claude for Financial Services

What the Agent Produces

Seven professional sections — written for PMs who want the numbers fast, with clear change attribution.

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Model Update SummaryOne paragraph: what changed, why, and the net impact (positive/negative/neutral).

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Estimate Changes TableMarkdown table: Metric | FY(n) Old | FY(n) New | % Change — clean and scannable.

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Key Assumption ChangesEach changed assumption explained with the reason driving the revision.

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Revised Financial ProjectionsUpdated projection narrative based on the new estimates and assumptions.

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Valuation ImplicationsDirectional impact on valuation — higher/lower multiple, target price direction — grounded in provided data.

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Thesis ImpactOne paragraph: do the changes strengthen or weaken the overall investment thesis?

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ConclusionBrief summary and any follow-up actions or monitoring points.

How It Works

The Model Update Note is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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