Invesco looks to drive advisor performance and growth with Anthropic deal

Asset manager Invesco says that its partnership with Anthropic, announced earlier this week, will have a big impact on advisors’ referral efforts. On Tuesday Invesco announced a connector for Anthropic’s Claude for financial advisors, joining the growing list of companies in the wealth management space that are working with the AI heavyweight. “It is about supporting the advisor to be more effective with their client,” Vanessa Touma, Invesco’s chief operating officer for Americas distribution, told InvestmentNews at Schwab IMPACT in Boston. “In this case, we’re starting with referrals.” “The connector allows us to bring in our practice management capabilities, specifically our referral method,” she added.

First reported by InvestmentNews. This page is a short excerpt; the full text is theirs.