Anthropic's new Claude tool is here to help financial advisors — add AI to your spreadsheets, portfolios,…
- Five-sixths of a financial advisor's time is spent doing prep and admin
- Claude for Financial Advisors is an assistant that sits on top of existing tools
- Anthropic is offering a one-time usage credit to new Enterprise customers
Just days after rival company OpenAI announced its own upgrades targeting the financial services, Anthropic has lifted the wraps off Claude for Financial Advisors.
It adds a layer of connectors and pre-built workflows on top of Claude designed to support wealth management and financial advice firms, giving them quicker and more direct access to the relevant research and data.
According to the company, financial advisors currently only spend around one-sixth of their time in client meetings, with the rest of their time largely taken up by preparing and researching.
Claude could speed up five-sixths of a financial advisor's work
The idea is that Claude for Financial Advisors sits on top of the firm's...
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