KYC Screener
Parses onboarding docs, runs the rules engine, packages escalations for compliance.
Financial services
Anthropic shipped 10 financial-services agents. We put them to work inside your firm.
The templates are starting points. Polystat puts a Transformation Lead and a Forward Deployed Engineer, backed by AI agents, alongside the person who owns the process at your bank, asset manager, insurer or fund administrator. We connect the agent to your data and systems, add your controls, test it on your own cases, and stay until your team uses it.
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01 / The news
May 5, 2026 — Anthropic announcement
Anthropic released ten production-grade Claude agents for financial services. Microsoft 365 integration across Excel, PowerPoint, Word, and Outlook. Moody's, Dun & Bradstreet, Verisk, Guidepoint, and four other data partners launched MCP connectors at the same time. Citadel, BNY, Carlyle, FIS, Mizuho, Travelers, Walleye, and Hg are quoted as customers. The templates are Apache-licensed and open. Read the announcement →
If you read the Anthropic announcement and thought "great, but who actually deploys this for us at our scale?" — this page is about that. We wrote a detailed thesis on the six gaps between an Anthropic template and a production tool at your firm: read the guide
The ten agents we deploy.
02 / What shipsAnthropic ships them as starting-point templates. We put them to work against your data, your workflows and your compliance rules, or recommend something else when that is the better answer.
GL Reconciler
Finds breaks, traces root cause, routes for sign-off. Reconciles GL accounts and NAV.
Month-End Closer
Runs the close checklist, prepares journal entries, produces variance commentary.
Statement Auditor
Reviews financial statements and LP reporting for consistency and audit-readiness.
Valuation Reviewer
Ingests GP packages, runs valuation templates, stages LP reporting for review.
Earnings Reviewer
Reads transcripts and filings, updates models, flags thesis-relevant changes.
Pitch Builder
Comparable companies, precedent transactions, LBO scenarios, branded pitchbook end to end.
Meeting Preparer
Assembles client and counterparty briefing packs before every meeting.
Market Researcher
Sector landscapes, peer comps, idea shortlists. Synthesizes news and research.
Model Builder
DCF, LBO, 3-statement, comps — live inside Excel via the Microsoft 365 add-in.
How a deployment runs.
03 / How it runsFind.
We sit with your operators doing the work today. We map the steps, write down the baseline, and pick the process and the template, or the alternative, that fits. Compliance in the room.
Build.
Economic case, acceptance criteria and controls agreed before code. Then production-grade work inside your environment, against your data, your chart of accounts, your escalation rules, your audit log format.
Run.
Evals built from your real cases. We pair with operators until they use it, hand it over so your team can run it, and re-test when models change.
What an in-house team would otherwise hit.
04 / The six gapsFrom our guide on the gap between template and production. Each of these is part of the work, not an afterthought.
01
Data connector paywalls.
Moody's, FactSet, S&P Capital IQ, PitchBook are gated. We map your existing subscriptions to required connectors before the build starts.
02
Firm-specific workflows.
Anthropic's GL Reconciler runs a generic close checklist. Yours has a specific chart of accounts, your reinsurance accruals, your fund-admin conventions. We encode them.
03
Adoption pairing.
Most internal AI tools die at deployment. We sit with your operators after release until they use it. The deliverable is your team using it, not the code.
04
Eval set construction.
We assemble 30-50 representative cases from your real production data, label them, run the agent against them, iterate. You can safely change prompts and upgrade models.
05
Firm-specific compliance.
The agent's escalation logic, audit-trail format, and retention requirements need your compliance officer's input. We bring them into scope from the first conversation.
06
System integration.
The unsexy 70%. Authentication, parsing, rate limits, retries, audit logging. We scope to one or two integration points so the first release ships.
Who this is for.
05 / CoverageRegional banks.
$5-50B asset banks. KYC, credit memos, regulatory filings, reconciliation.
Asset managers.
$1-25B AUM RIAs, family offices, wealth managers. Research, client briefs, portfolio analysis.
PE & private credit.
Lower-middle-market funds. Sourcing, screening, valuation review, IC memos.
Fund admin & insurance.
Fund administrators, specialty insurers. GL reconciliation, NAV tie-out, statement audit, claims triage.
Two people and AI agents.
06 / TeamTransformation Lead.
Owns the mandate. Leads the project with your process owner, from the first briefing to handover, and makes sure the change is adopted.
Forward Deployed Engineer.
Builds inside the business. Turns the process into a working system in your environment, and hands it over so your team can run it.
AI agents.
Extend the team through Polystat Deployment OS.
Bring us one process that should work better.
Tell us which Anthropic agent you'd want first, or which process costs your analysts the most hours. A 45-minute briefing tells us both whether it is worth doing.
Book a 45-minute briefing