Pictet turns weeks of work into hours with Claude Code

Pictet — While central teams built with AI, everyone else was left using chat tools for Q&A, and coding assistants gave engineers only limited lift. The 221-year-old financial institution manages around CHF 800 billion for a small number of very large clients rather than millions of accounts. The consultancy built a half-day workshop for Pictet’s own developers, ranging from newcomers to agentic coding to engineers already using Claude Code personally, and delivered it 25 times to groups of around 20 on Pictet’s internal training platform; the first six to eight weeks booked out as soon as the schedule went live.

Agent or tool: Claude Code
Topic: Sales & Marketing
Reported on: Case study (Anthropic)
Added: 2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 117 by interest), and one of 255 involving Claude Code.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Claude Code or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was Claude Code.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Anthropic): https://claude.com/customers/pictet. Our summary is a paraphrase; details are in the source.

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