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Claude for Financial Services 시작하기

시장 분석과 투자 연구를 위해 AI를 통해 전문가들을 핵심 데이터 소스와 연결하는 Claude for Financial Services 소개합니다.
  • 카테고리
    재무
  • 제품
    Claude.ai
  • 시청 시각
    시청 시간
    5
    분
    분
  • 공유하기
    링크 복사
    https://claude.com/resources/tutorials/getting-started-with-claude-for-financial-services

Claude for Financial Services는 통합 인터페이스를 통해 필수 데이터 소스에 직접 액세스할 수 있도록 하여, 금융 전문가가 시장 분석, 리서치 수행, 투자 결정을 내리는 방식을 혁신하는 것입니다.

Claude for Financial Services란 무엇인가요?

Claude for Financial Services는 금융 분석 전문 역량을 갖춘 Claude for Enterprise가 포함된 종합 솔루션입니다. 이를 통해 Claude를 매일 사용하는 데이터 소스와 도구에 연결하고, 여러 개의 브라우저 탭을 오가지 않고, 소스 검증을 개선하여, 수동 데이터 수집에 따른 오류의 위험을 낮출 수 있는 것입니다.

금융 데이터 공급업체 커넥터

Claude는 MCP(모델 컨텍스트 프로토콜) 커넥터를 사용하여 핵심 금융 데이터 공급업체와 직접 연결하여, 자연어 방식으로 데이터를 쿼리하고, 소스 인용이 포함된 응답을 받을 수 있는 것을 가능하게 합니다.

Daloopa: SEC 공시 자료를 통해 고품질의 기본 정보와 KPI를 제공해 드립니다.

S&P Global: Capital IQ Financials, 실적 통화 녹취록 등 모든 연구 워크플로우에 접근하는 것이 가능합니다.

시작하기

이 커넥터에 액세스하기 위해서는 다음 사항이 필요합니다.

  1. Claude for Financial Services - 가격과 구현 세부 사항은 영업팀에 문의하거나 AWS Marketplace를 방문해 확인해 주세요.
  2. 선호 데이터 공급업체에 연결할 수 있는 유효한 라이선스가 필요합니다.

전담 구현 팀은 워크플로우에 가장 관련이 있는 데이터 소스에 연결하고, 이러한 통합의 가치를 극대화하는 방법에 대한 교육을 제공할 것입니다.

일반적인 사용 사례

  • 실사 및 리서치: 여러 개의 소스의 데이터를 종합하여, 거래 분석 기간을 몇 주에서 며칠로 단축합니다.
  • 벤치마킹: 여러 개의 공급업체의 데이터를 사용하여 경쟁사 간의 성과 및 평가 지표를 비교합니다.
  • 금융 모델링: 전체 감사 추적을 유지하면서, 실시간 데이터를 바탕으로 모델을 생성 및 업데이트합니다.
  • 포트폴리오 관리: 포트폴리오 전반에서 포지션을 모니터링하고, 벤치마크 대비 성과를 추적합니다.
  • 투자 메모 생성: 데이터 중심 인사이트와 전문 형식을 기반으로 종합적인 투자 자료를 만듭니다.

지원 및 교육

Claude for Financial Services에는 금융 전문가를 위한 전문 교육과 지원을 해드리는 것이 포함됩니다.

  • FSI 전용 교육이 포함된 6주 구현 프로그램.
  • MCP 서버 구성에 대한 기술 설정 지원.
  • 금융 분석 워크플로우를 위한 모범 사례 지침.
  • 통합 관리 및 최적화를 위한 지속적인 지원.

Claude for Financial Services에 대한 문의 사항은 영업팀에 문의해 주세요.

참고 사항: Claude for Financial Services는 투자 자문이 아닌 연구 및 분석을 위해 만들어진 것입니다.

관련 튜토리얼

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  • Help me develop a unique voice for an audience

    Hi Claude! Could you help me develop a unique voice for an audience? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Improve my writing style

    Hi Claude! Could you improve my writing style? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Brainstorm creative ideas

    Hi Claude! Could you brainstorm creative ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Learn
  • Explain a complex topic simply

    Hi Claude! Could you explain a complex topic simply? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Help me make sense of these ideas

    Hi Claude! Could you help me make sense of these ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Prepare for an exam or interview

    Hi Claude! Could you prepare for an exam or interview? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Code
  • Explain a programming concept

    Hi Claude! Could you explain a programming concept? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Look over my code and give me tips

    Hi Claude! Could you look over my code and give me tips? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Vibe code with me

    Hi Claude! Could you vibe code with me? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

More
  • Write case studies

    This is another test

  • Write grant proposals

    Hi Claude! Could you write grant proposals? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to — like Google Drive, web search, etc. — if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can - an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Write video scripts

    this is a test

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