Bloomberg, the OG of financial data firms, has a potent new AI agent. How it built it holds lessons for other companies
Bloomberg has launched AskB, an AI-powered agent that lets users navigate its terminal using natural language and generate research reports with financial modeling. The system leverages Bloomberg's vast proprietary and alternative data, combining internal and external AI models to deliver actionable insights. The company emphasizes data integration, rigorous human-in-the-loop evaluations, and cost-efficient multi-model workflows as key to its AI strategy. Bloomberg aims to evolve AskB into a proactive agent that monitors global events and alerts users to indirect risks affecting their portfolios.
- ▪AskB is Bloomberg's new AI agent that allows natural language interaction with its terminal and can generate full investment research reports on demand.
- ▪The system uses a mix of Bloomberg-built and third-party AI models, including from Anthropic, to perform complex financial analyses and modeling.
- ▪Bloomberg's access to integrated, hard-to-source alternative data—like credit card transactions and satellite imagery—gives AskB a competitive edge.
- ▪Human experts play a critical role in building evaluations to ensure the accuracy and reliability of AI-generated outputs.
- ▪Bloomberg is working toward proactive, always-on agent workflows that monitor client positions and flag second- and third-order risks in real time.
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Hello and welcome to Eye on AI. In this edition…China blocks Meta’s purchase of Manus…OpenAI falls short of its revenue and growth targets…Anthropic shows AI models can help advance AI safety research…Sen. Bernie Sanders’ decision to invite Chinese AI experts to a Capitol Hill panel provokes China hawks’ ire.Recommended Video In their battle for enterprise sales, both OpenAI and Anthropic have been targeting financial services firms. That’s not surprising. As that old joke about why criminals rob banks says: It’s where the money is. OpenAI supposedly has a battalion of ex-investment analysts helping to build a yet-to-be-launched agentic AI financial analysis product. Anthropic has been rolling out financial modeling skills for its Claude Code, Cowork, and Claude for Finance products.
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