Claude for Financial Services

Summary

Today, we're introducing a comprehensive solution for financial analysis that transforms how finance professionals analyze markets, conduct research, and make investment decisions with Claude.The Financial Analysis Solution unifies your financial data—from market feeds to internal data stored in platforms like Databricks and Snowflake—into a single interface. Access your critical data sources with direct hyperlinks to source materials for instant verification, all in one platform with expanded capacity for demanding financial workloads.Our Financial Analysis Solution includes:Claude’s industry-leading financial capabilities: Claude 4 models outperform other frontier models as research agents across financial tasks in Vals AI's Finance Agent benchmark. When deployed by FundamentalLabs to build an Excel agent, Claude Opus 4 passed 5 out of 7 levels of the Financial Modeling World Cup competition and scored 83% accuracy on complex excel tasks.Claude Code and Claude for Enterprise with expanded usage limits: Modernize trading systems, develop proprietary models, automate compliance, and run complex analyses including Monte Carlo simulations and risk modeling with Claude Code. With Claude, analysts can handle demanding all other workloads across critical market events and deal deadlines.Pre-built MCP connectors: Access financial data providers and enterprise platforms for comprehensive market data and private market intelligence.Expert implementation support: Tailored onboarding, training, and best practices for rapid value realization.Financial institutions require the highest standards of data protection. By default, your data is not used for training our generative models, maintaining confidentiality of your intellectual property and client information.The AI ecosystem for financial services We've built the Financial Analysis Solution with leading financial and enterprise technology providers, giving Claude the ability to instantly check information across multiple so...