Anthropic Launches 'Claude for Financial Services' for Investors, Integrating with Data Platforms and Industry Providers to Provide Real-Time Access to Comprehensive Financial Information



Anthropic has released ' Claude for Financial Services, ' an AI for institutional investors. By integrating financial data platforms and financial technology platforms and accessing various financial information in real time, the AI can support institutional investors' operations in every direction.

Claude for Financial Services\Anthropic

https://www.anthropic.com/news/claude-for-financial-services




On July 16, 2025 local time, Anthropic launched 'Claude for Financial Services,' a comprehensive financial analytics solution that transforms the way financial professionals analyze and research markets and make investment decisions.

Claude for Financial Services consolidates all financial data, from market feeds to internal data stored in platforms such as Databricks and Snowflake , into a single interface. Key data sources can be accessed directly via hyperlinks for instant validation. Claude for Financial Services has expanded capacity to handle even the most advanced financial workloads.

Below is an example of a financial analysis solution possible with Claude for Financial Services.

・Claude's industry-leading financial capabilities
Claude 4 outperformed other state-of-the-art models in the Vals AI Financial Agent Benchmark as a research agent across a range of financial tasks. Fundamental Labs ' implementation of Claude Opus 4 for building Excel agents completed 5 out of 7 levels of the Financial Modeling World Cup , achieving 83% accuracy on complex Excel tasks.

・Claude Code and Claude for Enterprise (expanded usage restrictions)
Claude Code enables analysts to modernize trading systems, develop proprietary models, automate compliance, and perform complex analysis such as Monte Carlo simulations and risk modeling. With Claude, analysts can handle demanding workloads spanning key market events and trading deadlines.

Pre-built MCP connectors
Access financial data providers and enterprise platforms for comprehensive market data and private market intelligence.

・Expert implementation support
Customized onboarding, training and best practices to help you realize value faster.



Claude for Financial Services' financial analytics solutions are built in partnership with leading financial technology providers. Claude can instantly verify information from multiple sources, greatly improving the reliability of financial data analysis. By verifying information across multiple sources, errors are reduced and every claim is linked directly to the original source for transparency. Anthropic explained that 'complex analyses that would normally take hours can now be completed in minutes.'

The Claude for Financial Services provides real-time access to the following financial information through data providers:

Box: Provides secure document management and data to enable data room analytics
Daloopa: High-quality fundamental and KPI data from all public filings, disclosures and presentations
Databricks: Provides unified analytics for big data and AI workloads.
FactSet: Comprehensive stock price, fundamentals and consensus forecast data
Morningstar: Provides ratings data and research analysis.
Palantir: Provides an AI-driven platform that helps governments and enterprises integrate, analyze and act on large amounts of data to make critical operational decisions.
PitchBook: Provides industry-leading private capital markets data and research to enable users to source investment and fundraising opportunities, conduct due diligence, benchmark performance and execute faster and with more confidence.
S&P Global: Provides access to virtually the entire research workflow, including Capital IQ Financials and earnings call recordings.
Snowflake: Provides an easy, connected, and trusted data and AI platform that enables global enterprises to extract value from all their data, including structured, unstructured, and semi-structured.

Anthropic's ecosystem provides both data access and implementation expertise through leading consulting firms that deliver customized solutions across a range of areas including compliance, research and enterprise AI deployment.

Deloitte: Through 10X Analysts, Deloitte is improving research productivity across equity research, private credit and municipal bonds.
KPMG: Helps financial services companies deploy AI assistants and agents for their developers and analysts.
PwC: Breaks down regulations into individual obligations, analyzes internal compliance gaps, and generates policy updates through regulatory pathfinders.
Slalom: Accelerating legacy code modernization through its AI-accelerated engineering program to deliver solutions for end-to-end insurance transformation.
TribeAI: Helps investment teams automate deal document review, financial analysis and entity resolution through VDR integration.
Turing: Provides automated generation of compliance requirements in PRDs and compliance benchmarking as a service.

Claude for Financial Services accelerates critical investment and analytical workflows, including due diligence and market research, deep analysis of competitive benchmarks and portfolios, financial modeling with full audit trails, and the creation of institutional-grade investment memos and presentations. By monitoring portfolio performance and comparing multiple investment metrics, you can identify investment opportunities faster than traditional methods.



Regarding Claude for Financial Services, Aaron Linskey, CTO of AIA Labs, said, 'At AIA Labs, we have been developing capabilities powered by Claude since 2023. Claude was included in the first version of our Investment Analyst Assistant, streamlining analyst workflows by generating Python code, creating data visualizations, and performing repeated complex financial analysis tasks with the accuracy of a junior analyst.'

'Claude has fundamentally changed the way we work at NBIM,' said Nicolai Tangen, CEO of NBIM. 'We estimate that Claude has increased productivity by around 20%, equivalent to 213,000 hours. Portfolio managers and risk functions can now seamlessly query the Snowflake data warehouse and analyze earnings calls more efficiently than ever before. From automating the monitoring of news flow for 9,000 companies to more efficiently voting proxies, Claude has become indispensable for NBIM.'

Rodrigo Castillo, CTO of Commonwealth Bank of Australia, said: 'Our strategic partnership with Anthropic is fundamental to our success and our strategy to become a global leader in AI innovation in banking. Claude's deep capabilities and Anthropic's commitment to safety are core to our goal of using AI responsibly as we drive transformation in critical areas such as fraud prevention and improving customer service.'

'Our collaboration with Anthropic will fundamentally change how we approach underwriting at scale,' said AIG CEO Peter Zaffino. 'By embedding Claude's advanced capabilities into our underwriting process, in our initial implementation we have reduced business review times by more than a fifth, while increasing data accuracy from 75% to more than 90%. This collaboration is designed to accelerate our growth and give our underwriters the tools to make faster decisions, enabling them to serve more clients with deeper insights.'

You can watch the full event where Anthropic announced Claude for Financial Services in the archived broadcast below.

Claude for Financial Services Keynote - YouTube


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