Hebbia's AI Pivot: From Chatbots to Always-On Deal Machines

At the HumanX 2026 conference in San Francisco, Hebbia CTO Aabhas Sharma laid out a vision for AI that goes well beyond the chatbot era — proactive agents that build financial models, PowerPoint decks, and deal analyses before a banker even opens a file. It's a preview of how enterprise AI could reshape the workflow of Wall Street's biggest firms.

• Hebbia serves major firms like Morgan Stanley and KKR, turning multi-week underwriting processes into hours by codifying each institution's proprietary methods into AI-driven workflows
• The company is pivoting from reactive chatbot-style tools to proactive AI agents that autonomously generate LBO models, financial models, and firm-branded deal documents
• Employees aren't pushing back, Sharma said, because the technology eliminates document-grinding grunt work while preserving analysts' final judgment calls
• Hebbia differentiates from ChatGPT and Claude by targeting firm-level productivity rather than individual productivity, deploying ex-bankers and ex-lawyers as embedded AI strategists

Hebbia's platform isn't another chatbot. It's an attempt to bottle the institutional knowledge of the world's largest financial firms — the proprietary underwriting criteria, the deal analysis playbooks, the processes that live in people's heads — and turn them into repeatable, AI-powered workflows.