Citrin Cooperman Accelerates AI Transformation with Anthropic
Citrin Cooperman Advisors LLC (CCA), the premier professional services provider for private, middle-market businesses and high-net-worth individuals, announced it has engaged Ode with Anthropic to help accelerate the firm’s enterprise AI transformation. Working with Ode, a leading AI services firm, CCA is identifying and implementing AI capabilities across key operational workflows that support the firm’s tax, accounting, and advisory practices.
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CCA is prioritizing practical AI applications that enhance client service. Initial efforts are aimed at optimizing key workflows and generating deep, client-specific insights that enable the firm’s professionals to deliver more strategic advice and greater value to clients. The initiative reflects the firm’s broader commitment to adopting technologies that strengthen client outcomes while supporting long-term growth and innovation.
“CCA is an ideal client for Ode. They’re an industry leader with deep domain expertise, focusing their AI adoption on improving the customer experience and fueling growth,” said Chris Taylor, CEO of Ode. “The companies that succeed in the age of AI will be the ones charting a bold future for their industry. We’re excited to help CCA continue to rewire their business for accelerated growth.”
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“This initiative represents another important milestone in our broader AI strategy,” said Alan Badey, CEO of Citrin Cooperman Advisors LLC. “By applying AI to practical, high-impact use cases, we’re enabling our professionals to further focus on the strategic advice and trusted relationships that create the greatest value for our clients. Ode is helping us move quickly, with an initial set of AI capabilities expected to deliver meaningful value to our professionals in the coming months as we continue scaling these efforts across the firm.”
The engagement builds on an established relationship between the firms, with CCA recently retained as Ode’s accounting services provider, supporting Ode’s continued rapid growth and transformation.
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