Getting started

The Claude ecosystem for financial services spans connectors, plugins, partner MCP apps, and ten pre-built agent roles for front- and back-office work. All of it runs on the enterprise controls regulated firms require (opens in new tab), including SSO, SCIM, audit logs (opens in new tab), custom data retention (opens in new tab), and ISO/IEC 42001:2023 certification (opens in new tab).

To explore how Claude fits your firm, visit Claude for Financial Services (opens in new tab) or contact your Anthropic account team at sales@anthropic.com (opens in new tab).

Resources

• Claude for financial services (opens in new tab): a high-level overview of how Claude helps financial institutions improve how they serve markets and manage risk.
• Finance tutorials on Claude.com (opens in new tab): step-by-step guides covering financial analysis workflows, using PitchBook and FactSet for research, installing the financial services plugins, Excel-based modeling, and more.
• Claude skills catalog (opens in new tab): Anthropic's public catalog of community-contributed skills, useful for finding pre-built skills before authoring your own.
• Open-source financial services plugins repository (opens in new tab): The GitHub repo where Anthropic publishes the finance plugins covered in this guide.
• Case study: Newfront modernizes insurance experiences with Claude (opens in new tab): A modern insurance brokerage uses Claude to automate tedious insurance tasks and provide instant support to its 20% market share of US unicorn startups.
• Case study: Hebbia helps knowledge workers save thousands of hours with Claude (opens in new tab): Built on Claude, this AI platform for knowledge work serves over a third of the top 50 asset managers and Tier 1 investment banks and law firms.