Deploying Claude across financial services

Across the financial services industry, firms are running Claude in research, deal work, underwriting, claims, model reviews, and month-end close. Most are running more than one Claude product to do it: Claude for chat and research, Claude Cowork for project-level work that spans files and apps, Claude Code for quantitative and engineering teams, Claude for Microsoft 365 for the hours spent in Excel, PowerPoint, Word, and Outlook, and the Claude Platform and Claude Managed Agents for building and deploying custom applications and agents.

To help leaders chart their rollout, we put together a practical deployment guide for financial services. It covers each product, the pre-built finance agent reference architectures Anthropic has shipped, and a three-phase adoption playbook firms can run against today.

In this guide, we share:

• A product matrix for when to use Claude Chat, Cowork, Code, the Microsoft 365 add-ins, the Claude Platform, and Claude Managed Agents
• 10 pre-built finance agent templates, including pitch builders, market researchers, KYC screeners, general ledger reconcilers, and month-end closers
• Customer stories from AIG, Commonwealth Bank of Australia, IG Group, and Moody's
• A three-phase adoption playbook—foundation, pilot, scale—with the actions and pro-tips that work at each stage
• Use cases organized by sector, across investment banking and private equity, wealth and asset management, and retail and commercial banking

The guide is built for AI leaders deciding where Claude fits inside their firm and the engineers who will roll it out.

Check it out, here.

Get started with Claude for Financial Services today.

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