Anthropic Launches Claude-Based AI Tools for Financial Services

Anthropic's Claude dives into financial analysis. Here's what's new

There have been AI solutions galore for coding, writing, and mathematics, but a technical domain equally as challenging that could use AI assistance, yet is often overlooked, is finance -- until now. On Tuesday, Anthropic launched the Financial Analysis Solution, which instantly pulls financial data from different data providers, both market feeds and internal. The Claude 4 models can then use that information to assist with your financial workloads, including everything from market analysis to research and investment decisions. Also: Anthropic's AI agent can now automate Canva, Asana, Figma and more - here's how it works "The Financial Analysis solution is a comprehensive AI solution that really aims at transforming how finance professionals analyze markets, conduct research, and make investment decisions," said Nicholas Lin, head of product, FSI, at Anthropic, to ZDNET. Partnerships with data providers, such as Box, Daloopa, Databricks, FactSet, Morningstar, S&P Global, Snowflake, and Palantir, allow users to pull information from multiple sources into Claude for analysis without having to context switch manually. Also: Claude might be my new favorite AI tool for Android - here's why Claude can then perform tasks using the information and provide direct hyperlinks to the sources of the financial data, which users can check to verify the responses for themselves -- a practice Lin encouraged. "We really do believe that having humans in the loop to understand where the model is producing its responses and getting its data sources is really important," said Lin. "Especially for high-impact and high-stakes use cases like financial services, it is really important for end users to verify that information." The solution builds on Anthropic's existing AI services, including Claude Code, a powerful feature that lets professionals use the coding assistant directly in their workspace to write or manage code, and Claude for Enterprise, Anthropic's enterprise-level plan that offers higher security, with expanded usage limits. Users can also access pre-built MCP connectors for financial data providers, such as FactSet and Pitchbook, to pull in timely external market data. MCP connectors offer users an open standard for securely connecting AI assistants to data systems. Also: What happened when Anthropic's Claude AI ran a small shop for a month (spoiler: it got weird) As financial data is highly sensitive, Anthropic reassures users that the data is not used to train generative models and adheres to the data protection and regulatory compliance required of financial institutions. "From an enterprise-grade security and compliance perspective, we're SOC 2 Type 2 certified, and we do not train our generative models with any of the data from our motion customers," said Lin. Anthropic shares that the use cases for its Financial Analysis Solution span a wide spectrum of tasks, including market research, competitive benchmarking, portfolio analysis, financial modeling, investment memos, pitch decks, and more. "I'm really excited about the ability for Claude to actually start creating work production and outputs for users, so this includes things like creating PowerPoint documents and Excel from scratch," said Lin. Also: How agentic AI is transforming the very foundations of business strategy Lin added that the target audience for this solution at launch is analysts, portfolio managers at hedge funds, private equity analysts, investment banking analysts, and wealth management advisors. Some financial institutions cited as users include AIG, AIA Labs at Bridgewater, Commonwealth Bank of Australia, and NBIM. If you are interested in using the Financial Analysis Solution, you should contact the Anthropic sales team to learn more or schedule a demo. Anthropic said Claude for Enterprise and the Financial Analysis Solution are now available on AWS Marketplace. Also: Claude for Education just got several new integrations for students While Anthropic has an enterprise and education solution for its chatbot, this is the first time that Anthropic has released a domain-specific version of Claude, and, according to Lin, it won't be the last. "At Anthropic, we're really enterprise-focused at heart, and this is our first foray into a specific domain," said Lin. "What interests us in these domains is, fundamentally, we are a research lab at heart, so everything we do needs to push forward, not only the product functionalities, but also the model intelligence."

OpenAI Rival Anthropic Courts Finance Industry With New AI Tools

Artificial intelligence startup Anthropic is launching a package of new software services aimed at streamlining work for financial analysts, joining a growing number of AI companies vying to win business from Wall Street professionals. The new offering, called Claude for Financial Services, is designed to help analysts conduct market research, handle due diligence and make investment decisions, Anthropic said on Tuesday. The product pairs Anthropic's core enterprise and coding AI tools with information from third-party financial data providers, including FactSet, PitchBook and Morningstar, for customers with subscriptions to those services. "This is the missing piece between an AI tool that's interesting and cool, and one that's deeply useful," said Mike Krieger, chief product officer at Anthropic and co-founder of Instagram. "Right now, there's a real moment of: If we don't adopt these tools, we'll be left behind by people who are doing it." OpenAI and Perplexity AI have also added features in recent months to attract customers in the financial services sector, with the goal of expanding the business uses of AI and boosting sales. While Anthropic is smaller than OpenAI, its revenue is growing at a fast clip. The startup's annualized revenue increased from $3 billion to $4 billion in the past month, according to a person familiar with the matter who was not authorized to speak publicly on private matters. Anthropic is looking to further its sales momentum with a new hire. The company has recruited Paul Smith, a former executive at ServiceNow Inc., to join as its first chief commercial officer later this year, the person said. Krieger said Anthropic has already picked up traction in the finance sector in part because its AI excels at coding, which is often used in financial analysis. The new tools are meant to expand on that by helping finance professionals with investment memos, portfolio analysis and financial modeling, among other tasks.

Amazon-backed Anthropic rolls out Claude AI for financial services

Dario Amodei, Anthropic CEO, speaking on CNBC's Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 21st, 2025. Anthropic on Tuesday announced Claude tools for financial services as part of the artificial intelligence startup's latest attempt to court enterprise customers. The so-called Financial Analysis Solution can help financial professionals make investment decisions, analyze markets and conduct research, Anthropic said. It includes the company's Claude 4 models, Claude Code and Claude for Enterprise with expanded usage limits, implementation support and other features. "Claude provides the complete platform for financial AI -- from immediate deployment to custom development," Anthropic said in a release. As part of its new Financial Analysis Solution, Claude will get real-time access to financial information through data providers like Box, PitchBook, Databricks, S&P Global and Snowflake. Anthropic said many of these integrations are available on Tuesday, with more to come. Anthropic's Financial Analysis Solution and Claude for Enterprise are available on AWS Marketplace. The company said Google Cloud Marketplace availability is coming soon.

Anthropic launches finance-specific Claude with built-in data connectors, higher limits and prompt libraries

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now As some regulated enterprises cautiously expand their use of AI, platform and model makers are starting to offer bespoke versions to specific industries. Anthropic is making its first step into that direction with the new Claude for Financial Services, essentially a special version of its Claude for Enterprise tier, that could soothe some of the fears of the sector around interoperability and tool use. Anthropic will also provide pre-built connectors to data providers, opening up discoverability routes for tools on Claude. Jonathan Pelosi, head of industry for financial services at Anthropic, told VentureBeat that Anthropic models "were already particularly well-suited for financial workloads and we've been tailoring them to get better and better." But while the Claude models offer enterprise solutions for financial services firms, Pelosi said the sector was also looking for more features from the Claude chat interface. "Unlike some competitors in the space who built a consumer app that became a sensation, or they built these new video generators and meme generators, that's just never our focus," Pelosi said. "We are enterprise first, so our models are uniquely well-suited to perform best in class against complicated enterprise workloads, which means complicated quantitative analysis, complex data extraction for the financial services industry at scale." Claude for Financial Services would offer users additional rate limits, especially since, Pelosi noted, many analysts often find themselves quickly hitting capacity limitations due to the size of their workloads. Unlike Claude for Enterprise, this financial services-specific platform will also include pre-built MCP connectors to financial data providers like FactSet, PitchBook, S&P Capital IQ and Morningstar, among others, and implementation support from Anthropic. The third big difference between Claude for Enterprise and Claude for Financial Services is the presence of a prompt library. Pelosi said some users had a difficult time translating their analytics workflow or needs into a prompt, so the prompt library can guide them. Pelosi said customers already using Claude for Enterprise are not obligated to move to the financial services version; however, added features like increased limits might prompt them to switch. How Anthropic is approaching the financial services ecosystem Pelosi noted that many financial service institutions have strong engineers who can build AI applications. However, these companies' core focus remains banking or insurance, so a platform that simplifies the process of connecting data to AI is essential. "What we're trying to do is bring all this technology together under one roof," said Pelosi. "Think of it as an out-of-the-box solution that's easily configurable for the Bridgewaters, or the Norwegian Sovereign Wealth Funds of the world, versus the alternative where they cobble this thing together on their own." Financial services companies have been building generative AI tools in various ways, creating AI platforms on their own using off-the-shelf models, or building on top of existing chatbots like Claude, Gemini or ChatGPT. BNY, for example, has been experimenting with AI agents for its AI platform Eliza. Capital One also built an agent that pulls on car dealership inventory and car loan data for auto sales. Startup Metal offers an assistant for financial analysts and private equity that reads and parses through 10-Ks, 10-Qs or 8-Ks. Rogo, another startup, also allows financial institutions to upload documents and set workflows. Allaying concerns Anthropic is not alone in providing bespoke solutions for the financial sector. However, offering a guided setup and vetted access to data providers may go a long way for an industry wary of accidentally exposing itself to more risk. MCP can connect one company or its agent to another company by providing needed identification and tool use permissions. However, regulated industries express concern that it still lacks some important KYC and identity features. Many in the sector see the benefit of MCP servers to access critical financial data or other documents, but are waiting for mass adoption. At the same time, the financial services industry has been criticized for being too cautious in adopting the technology. Pelosi reiterated that Anthropic is focused on safety and responsibility, which is why he feels a solution specific to finance was the natural next step for them. Pelosi said that while Anthropic's intention "is not to build a Claude for every vertical," the company could extend bespoke features to other industries at some point. Anthropic also recently opened up Claude to more tool discoverability with partners like Canva, Notion, Stripe and Figma, providing more context to searches and activities on the app.

Anthropic announces Claude-based AI tools for finance

Anthropic, the AI startup backed by Amazon and founded by former OpenAI execs, is aiming straight for Wall Street with its newest launch: a suite of AI tools designed specifically for financial pros. Unveiled Tuesday in New York, the new Financial Analysis Solution package is built to help analysts, investors, and dealmakers sift through data, build models, and make decisions faster -- with a big assist from Claude, Anthropic's powerful AI assistant. It's the company's latest play to attract enterprise clients, and a clear signal that it wants a bigger role in how high-stakes financial decisions get made. The product is essentially a finance-savvy version of Claude for Enterprise -- but with features and integrations tailored to the complexity of markets and investment research. It includes access to Anthropic's newest Claude 4 models, Claude Code (for more technical tasks like modeling and compliance automation), and expanded usage limits for demanding workflows. The Financial Analysis Solution is also designed to speed up implementation. It comes with pre-built connectors, onboarding support, and training to get teams up and running quickly. It's now available via AWS Marketplace, and will hit the Google Cloud Marketplace soon. Now, with financial institutions looking for ways to modernize how they handle research, compliance, and investment analysis, Anthropic sees a big opportunity. Instead of building a generic tool and hoping finance teams adapt, it's offering a purpose-built solution for one of the most data-intensive industries out there. Backed by billions in Amazon investment and most recently valued at $61.5 billion, Anthropic is positioning Claude not just as a productivity tool -- but as a full-blown AI co-pilot for the business world.

Anthropic Launches Claude for Financial Services to Power Data-Driven Decisions | PYMNTS.com

"Where we saw a lot of traction early on was with these high-trust industries," Pelosi told PYMNTS in an interview. "Our models, our solutions, are just very well positioned to help these firms." The platform enables financial professionals to conduct research, generate investment reports, and perform financial modeling with audit trails and verified source data. It can be used to modernize trading, automate compliance and run complex analyses including Monte Carlo simulations and risk modeling using Claude Code. The service comes with six weeks of hands-on training, Pelosi said. Anthropic also partnered with consulting firms such as Deloitte and KPMG to provide implementation help. The product expands Claude's context window as well as usage limits to support large document analysis, a necessity for hedge funds, banks and insurers conducting due diligence or modeling transactions. Users can "look at hundreds of pages of financial documents," without running into rate limits or losing continuity, Pelosi said. Anthropic said client data is not used for AI model training. However, the AI industry has a lot to prove before chief financial officers become comfortable with the technology. The PYMNTS Intelligence report "The Agentic Trust Gap: Enterprise CFOs Push Pause on Agentic AI" found that a nagging concern is hallucinations, where an AI agent can go off script and expose firms to cascading payment errors and other inaccuracies. Even as financial services companies know that AI brings a speed advantage at a time of tighter spreads and market volatility, they are hesitating. "For finance leaders, the message is stark: Harness AI's momentum now, but build the guardrails before the next quarterly call -- or risk owning the fallout," the report said. For highly regulated industries like financial services, the accurate responses of generative AI models are important, and Pelosi said the solution delivers on that front. The concern over hallucinations has "significantly stymied meaningful adoption in the financial industry," Pelosi said. "If you and I are in the business of making very large investments or analysis on very high-stakes transactions, we don't have the luxury of saying, 'Hopefully that [calculation is] right." The solution's integration with data and service providers should enable users to verify the data against original sources, Pelosi said. Moreover, it can handle not only text, but also audio and images -- for slides, graphs and the like. But Pelosi stopped short of saying Anthropic has solved hallucinations completely. Anthropic isn't claiming that "Claude would never hallucinate again," he said. However, "it's making it easier and easier to validate the numbers that you're making very big decisions on." To that end, Claude not only can cite sources, but it also expresses uncertainty and responds with "humility," according to Pelosi. Giving a large language model this avenue when it can't find the answer is one way to prevent hallucinations, which occur when a model doesn't know the answer but wants to fulfill the user's request. So, it makes things up. The product also includes Claude Code for analysts who need to go beyond standard capabilities, enabling users to "write and debug code" for custom modeling, and it can also tap deep research, which can pull data from external and internal data libraries, Pelosi said.