How Claude is transforming financial services
Anthropic's Alexander Bricken (Applied AI, Financial Services) and Nick Lin (Product Lead, Financial Services) break down Claude for Financial Services—our end-to-end agentic solution built specifically for finance teams.
They explain how Claude's excellence in coding and tool use translates to handling finance-specific tasks, like real-time market analysis and building Excel spreadsheets. Nick walks through real examples from customers like NBIM and BCI who use Claude to research into data, run analysis, and generate investor-ready deliverables without switching between tools.
Learn more: https://claude.com/solutions/financial-services
00:00 - Introductions
00:50 - How AI agents are reshaping finance
4:00 - From code to financial analysis: why Claude excels at both
6:30 - What makes Claude particularly powerful for financial services
9:30 - What is Claude for Financial Services?
13:00 - How Claude learns and improves over time
14:30 - What's coming next: sub-verticals, deeper partnerships, and more integrations
Anthropic
We’re an AI safety and research company. Talk to our AI assistant Claude on claude.com. Download Claude on desktop, iOS, or Android. We believe AI will have a vast impact on the world. Anthropic is dedicated to building systems that people can rely on a...