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

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.