Industry Solutions · Banking & Financial Services

The parts of banking that never got modernized, modernized.

One governed Claude approach, applied where three different parts of the bank feel it most.

Built on Anthropic’s Claude. Delivered by NewRocket’s BFS practice.
Consumer Banking
Capital Markets
Investment Management
THE BANKGOVERNED COREOUTCOMESConsumer BankingCapital MarketsInvestment ManagementONE GOVERNEDClaude pipelineMRM · Audit · Escalation12 to 22 daysintent to productionUnder 60 secbreak resolution3 to 4 hrsreturned per analyst day
Why Now

Banking’s AI gap is now a board-level problem

Four numbers on most BFS operating committee agendas this year.

Aug 2, 2026
Now in force

EU AI Act obligations for high-risk credit, lending, and AML systems are now in force. Penalties reach 7% of global annual turnover.

$9B
Duplicated cost

Estimated annual industry cost of duplicated, bank by bank post-trade control infrastructure across Tier 1 dealers.

70% vs 14%
Execution gap

Share of BFS firms exploring agentic AI versus the share that have actually reached full-scale production.

60 to 70%
Time lost to maintenance

Share of a fundamental analyst’s day spent on ingestion and formatting instead of research and judgment.

If Nothing Changes

Every quarter spent piloting is a quarter a competitor spends shipping.

The Opportunity

Move from pilot to production, in the function costing you the most

The institutions ahead of this aren’t running more pilots. They’re taking one function where the operational cost is highest and the work is least differentiating, and moving it to a governed, production agentic workflow.

NewRocket builds that governed pipeline. Anthropic’s Claude powers the reasoning. The bank keeps the data, the risk ownership, and the final decision, every step of the way.

01
Pick the function

Highest cost, lowest differentiation.

02
Build the governed workflow

Guardrails first, not bolted on after.

03
Prove it, then scale

One workflow validated before the next.

How We Get You There

One governed approach. Three parts of the bank.

Same architecture, same guardrails, applied where you feel it most.

Consumer Banking · Channel-less Banking Experience

Contact Center Modernization

Agentic workflows replace manual intent development, testing, and integration steps.

See the Contact Center approach
Before
45 to 85 days
After
12 to 22 days
MRM and Fair Lending built into the pipeline
Full coverage across IVR, web, mobile, and branch
Versioned prompts and a full audit trail
Capital Markets

Agentic Post Trade Operations

Each bank’s Claude agent negotiates directly with a counterparty’s agent to resolve breaks.

See the Agentic Post Trade approach
Before
48 to 72 hrs
After
Under 60 sec
Read-only access to Murex, Calypso, and the CSA vault
No raw data leaves either bank
A full audit log on every exchange
Investment Management

Buy Side Transformation

A dedicated engineer builds analyst-validated workflows inside the pod’s own information barrier.

See the Buy Side approach
Before
13 to 15 hr day
After
10 to 11 hr day
Overnight briefs, transcript synthesis, filing diffs
Every workflow analyst-validated and removable
No output enters the book without review
Why NewRocket

Banking depth, applied at the model layer

Field CTO banking depth

Built by a Field CTO for Banking & Financial Services, not a generalist AI practice applying a template.

Governance built into the architecture

Data segregation, read-only access, and human escalation are structural, not contract language layered on after.

Three delivery motions, one team

Agentic platform builds, bilateral inter-bank protocols, and embedded FDE teams, all under one BFS-native practice.

Built for the production gap

Most firms have piloted AI. Very few have gotten it into governed production. That gap is the whole practice.

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