Reshaping Investment Banking in the Age of AI: 3 Key Takeaways From Amplify 2026

Key Takeaways

• Intapp launches Celeste, AI-native platform for investment banking workflows
• Celeste’s Context Engine embeds firm-specific data into AI decisions
• Walls for AI enforces compliance controls on every AI agent
• Anthropic’s Claude model integrated via Intapp for regulated deal execution
• Early adopters gain speed, scale, and risk‑controlled AI advantage

Summary

Intapp unveiled Celeste at Amplify 2026, an AI‑native, agentic platform built specifically for investment‑banking workflows such as relationship intelligence, deal sourcing, and execution. The platform’s Context Engine maps each firm’s unique terminology, deal history, and business logic into a semantic layer that AI agents can act upon. Intapp also introduced Walls for AI, embedding regulatory and compliance controls directly into every AI workflow, and announced a partnership with Anthropic to combine Claude’s reasoning with Intapp’s contextual and compliance layers. The combined offering promises banks faster, larger‑scale deal analysis while maintaining strict governance.

Pulse Analysis

The launch of Intapp Celeste marks a shift from generic productivity tools to purpose‑built AI that operates at the firm level. By codifying playbooks and leveraging a Context Engine, Celeste can ingest proprietary deal memos, client histories, and internal methodologies, then autonomously generate structured recommendations. This level of integration means senior partners’ collective judgment is applied to every opportunity, dramatically expanding the volume and quality of screened deals while preserving the nuanced understanding that traditionally required human expertise.

Regulatory compliance has long been a barrier to AI adoption in investment banking, where insider information rules and MNPI safeguards are non‑negotiable. Walls for AI embeds the same access restrictions that govern human staff directly into the AI architecture, ensuring that agents cannot view or act on prohibited data. This governance‑by‑design approach allows banks to scale AI workloads without proportionally increasing compliance risk, delivering confidence to risk officers and regulators alike.

The partnership with Anthropic brings Claude’s advanced reasoning capabilities into the tightly controlled environment of Celeste. By grounding Claude’s outputs in firm‑specific context and enforcing compliance through Walls for AI, banks receive actionable insights that are both sophisticated and safe. Early adopters stand to gain a decisive edge: faster deal sourcing, deeper relationship mapping, and the ability to uncover cross‑sell opportunities hidden in massive data sets—all while staying within the strict regulatory framework that defines the industry.