Claude for Financial Services: Putting agents to work
A practitioner’s session on Claude capabilities specifically for financial services.
Claude financial services
Your financial competitive edge, from signal to decision
Claude helps leading financial institutions across banking, insurance, asset management, and fintech improve how they serve markets and manage risk.
Built for finance
Claude processes data, runs complex analyses, and generates models and reports in minutes. Every number can be traced back to its source, on infrastructure your risk and compliance teams trust.
Trusted AI for finance
Safety is trained into the model, and every output is source-attributed so teams can verify work before they act. Claude meets the compliance requirements your risk committee expects, including SOC 2 and FedRAMP.
Performance at market speed
Claude leads on financial reasoning benchmarks and works natively inside Excel and PowerPoint to read formulas, edit slides, and process data. Pre-built integrations with LSEG, FactSet, S&P Global, Morningstar and more connect your data.
Your partner in financial transformation
Access a dedicated FSI solutions team, flexible deployment across AWS, Google Cloud, and Azure, and SI partnerships for enterprise rollout.
Get started faster with new pre-built agent templates that can be deployed as plugins in Claude Cowork or Claude Code, or cookbooks for Managed Agents. Each one packages skills, connectors, and subagents, from credit underwriting to KYC screening to reconciliation.
How finance teams use Claude
See how teams across banking, insurance, and asset management are putting Claude to work.
Pitch materials for investment bankers
Build pitch books, comps tables, and CIMs directly in PowerPoint and Excel. Claude assembles the analysis and formatting while you control the narrative and valuation calls. Best for investment banking.
Credit underwriting for commercial bankers
Draft credit memos and underwriting models directly in Excel. Claude pulls spreads, runs ratios, and structures the writeup while you own the credit decision. Best for commercial banking.
Portfolio reporting for asset managers
Asset management teams can generate IC memos, performance decks, and portfolio reviews from your holdings data. Claude synthesizes positions and attribution while you shape the investment thesis.
Actuarial review for insurance teams
Review actuarial workbooks and regulatory filings directly in Excel. Claude validates formulas, flags anomalies, and drafts filing narratives while you retain sign-off on reserves.
More products for financial services
Agent templates with flexible deployment
With agent templates for pitch books, credit memos, KYC screening, and fund accounting, teams can partner with Claude on real financial work. Available as plugins in Claude Cowork and Claude Code and as a cookbook for Claude Managed Agents.
Claude for Microsoft 365
Claude in the surfaces you already use. Build and refine a model in Excel, turn it into a deck in PowerPoint, write up the memo in Word and send a morning brief in Outlook. All with Claude alongside you, from start to finish.
Claude Cowork
Delegate work so you're reviewing and refining, not building from scratch. Claude Cowork runs tasks in the background to pull data, draft reports, or organize files so you can come back when it's done.
Claude Code
Speed up software development and update legacy systems with Claude Code, the coding agent that works in your terminal. Build, fix, and ship projects faster without sacrificing transparency or control.
Platform
Integrate Claude’s AI directly into bespoke trading platforms, risk systems, KYC and underwriting applications. Deliver production-grade AI agents to transform any workflow.
Tune in for live conversations with Anthropic leadership and industry leaders on our vision for the future of AI in financial services.
