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๐‚๐ฅ๐š๐ฎ๐๐ž ๐Ÿ๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ - A big Move by Anthropic

  • 1.  ๐‚๐ฅ๐š๐ฎ๐๐ž ๐Ÿ๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ - A big Move by Anthropic

    Posted 21-07-2025 06:41

    Anthropic just introduced a new solution for financial services!
    It'll help finance professionals analyze markets, conduct research, and make investment decisions with Claude.


    ๐Ÿ”๐Š๐ž๐ฒ ๐œ๐š๐ฉ๐š๐›๐ข๐ฅ๐ข๐ญ๐ข๐ž๐ฌ:

    โ–ช๏ธ Along side Claude Code and Claude for Entreprise, this new solution enables teams to:
     - Modernize trading systems,
    - Develop proprietary models,
    - Automate compliance,
    - Run Monte Carlo simulations and risk modeling.
    โ–ช๏ธ ๐๐ซ๐ž-๐›๐ฎ๐ข๐ฅ๐ญ ๐Œ๐‚๐ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ๐จ๐ซ๐ฌ make it easy to integrate with:
     - Financial data providers
    - Enterprise platforms
     - Market data sources

    โ–ช๏ธ ๐‘๐ž๐š๐ฅ-๐ญ๐ข๐ฆ๐ž ๐š๐œ๐œ๐ž๐ฌ๐ฌ to financial information, thanks to its integration with various providers:
    - Fundamentals and KPIs from all public filings, disclosures and presentations (Daloopa)
     - Equity prices, fundamentals, and consensus estimates (FactSet)
     - Valuation data and research analytics (Morningstar)
     - Capital IQ Financials, earnings call transcripts (S&P Global)
     - Firm's Internal data (structured, unstructured, semi-structured) connected to Snowflake

    โ–ช๏ธ ๐ƒ๐š๐ญ๐š ๐ฉ๐ซ๐ข๐ฏ๐š๐œ๐ฒ: Nothing is shared with Anthropic for model training. Important topic for confidentiality of the intellectual property and client information.

    โ–ช๏ธ Using Claude's 4 models capabilities

    โ–ช๏ธ Integration with ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐ข๐ง๐  ๐Ÿ๐ข๐ซ๐ฆ๐ฌ providing various solutions across compliance, research, and entreprise AI adoption (Deloitte, KPMG, PwC...)


    ๐Ÿ“Œ ๐”๐ฌ๐ž ๐œ๐š๐ฌ๐ž๐ฌ:

    Various use cases can be built with Claude for Financial Services:
    Due diligence and market research, competitive benchmarking and portfolio deep dives, financial modeling with full audit trails, and generating institutional-quality investment memos and pitch decks, portfolio performance monitoring...


    ๐Ÿ“ˆ Early adopters are seeing ๐ซ๐ž๐š๐ฅ ๐ข๐ฆ๐ฉ๐š๐œ๐ญ:

    โ–ช๏ธ NBIM: ~20% productivity gains - equivalent to 213,000 hours.

    โ–ช๏ธ Commonwealth Bank of Australia: AI-powered fraud prevention and customer service.

    โ–ช๏ธ AIG: 5x faster business reviews, data accuracy up from 75% โ†’ 90%

    โ–ช๏ธ Bridgewater: Investment Analyst Assistant solution: from generating Python code to creating data visualization and iterating through complex financial analysis tasks.

    Link: Claude for Financial Services

    Anthropic remove preview
    Claude for Financial Services
    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.
    View this on Anthropic >



    ------------------------------
    Hanane DUPOUY
    ------------------------------


  • 2.  RE: ๐‚๐ฅ๐š๐ฎ๐๐ž ๐Ÿ๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ - A big Move by Anthropic

    Posted 22-07-2025 08:00

    Thanks Hanane for flagging. Saw the news last week. Have you, or anyone else in the community, been able to get their hands on a demo/trial version? We are blocked in our organisation from using anything but what is provided to us by enterprise IT. Bit frustrating since want to try!



    ------------------------------
    Kara K.W. Byun
    Head of Fintech
    ------------------------------

    Original Message


  • 3.  RE: ๐‚๐ฅ๐š๐ฎ๐๐ž ๐Ÿ๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ - A big Move by Anthropic

    Posted 22-07-2025 08:49

    Thanks Hanane.  The ecosystem Claude is creating with all the vendors is important. In terms of total cost for the client, I wonder how competitive and how the competition  will react to this value proposition. Interesting times. 



    ------------------------------
    Carlos Salas
    Portfolio Manager & Freelance Investment Research Consultant
    ------------------------------

    Original Message


  • 4.  RE: ๐‚๐ฅ๐š๐ฎ๐๐ž ๐Ÿ๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ - A big Move by Anthropic

    Posted 23-07-2025 16:57

    Hi Hanane,

    If approved by the firm's IT, how do you think the new iteration of the Claude model will impact junior finance roles? I use Claude 4 for various side projects, and I find it remarkable how intelligent it is to answer problems (given the right prompts). 



    ------------------------------
    Joseph Keith Wood
    ------------------------------

    Original Message


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