Your competitive edge, from signal to decision

Claude helps leading financial institutions across banking, insurance, asset management, and fintech improve how they serve markets and manage risk.

“Citi chose to leverage Claude as part of its AI powered Developer Platform because of its advanced planning and agentic coding capabilities, focus on safety and reliability, and compatibility with our workloads.”

David Griffiths, CTO

“Working with Anthropic goes beyond deploying another AI tool—it’s about partnering with a company that understands the complexity that financial services requires. Claude excels by seamlessly integrating multiple data sources and automating workflows that previously consumed significant time. We’re collaborating with Anthropic to digitize workflows across our Capital Markets platform, ensuring our teams can dedicate more time to strategic thinking and relationship building that drives client growth.”

Bobby Grubert, Head of AI and Digital Innovation

“With our GenAI-ready data offerings, we continue to support our customers in their AI evolution—enriching our data via a semantic layer and delivering it through Model Context Protocol (MCP) servers and Smart APIs. Our partnership with Anthropic makes Moody’s vast data estate—including ratings, research and public and private company information— accessible directly where our customers are innovating.”

Cristina Pieretti, Head of Digital Content and Innovation

“What we’ve valued about Anthropic is not just their powerful models, but how they’ve positioned them for enterprise needs. When I talk with customers about AI, data privacy is always their first concern—it’s the critical foundation we have to address before we can even begin discussing capabilities.”

David Horn, AI Lead

“75% of our engineers now save 8 to 10+ hours every week using our open source AI agent for creating SQL queries (codename goose)—accelerating velocity and cutting down on busywork. For the tasks we care about measuring specifically, the Claude family has performed the best.”

Bradley Axen, Principal Data and Machine Learning Engineer

“Anthropic’s multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claude will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.”

Varsha Mahadevan, Senior Engineering Manager

“LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claude, are expanding the opportunities for LSEG to build deep partnerships with customers.”

Ron Lefferts, Co-head, Data and Analytics

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Built for finance

Claude processes data, runs complex analyses, and generates models and reports in minutes. Every number can be traced back to its source, on infrastructure your risk and compliance teams trust.

Trusted AI for finance

Safety is trained into the model, and every output is source-attributed so teams can verify work before they act. Claude meets the compliance requirements your risk committee expects, including SOC 2 and FedRAMP.

Performance at market speed

Claude leads on financial reasoning benchmarks and works natively inside Excel and PowerPoint to read formulas, edit slides, and process data. Pre-built integrations with LSEG, FactSet, S&P Global, Morningstar and more connect your data.

Your partner in financial transformation

Access a dedicated FSI solutions team, flexible deployment across AWS, Google Cloud, and Azure, and SI partnerships for enterprise rollout. Leading institutions from Goldman Sachs to NBIM are already deploying at scale.

Advancing finance with Claude Opus 4.6

With Claude Opus 4.6, finance teams get better reasoning on complex analyses, cleaner first-pass deliverables, and new tools built for where analysts actually spend their time.

How finance teams use Claude

See how teams across banking, insurance, and asset management are putting Claude to work.

Prompt

Build a comps table for the Meridian acquisition using the attached CIM and peer financials. Format it for our standard pitch book template in PowerPoint.

Attachments

Meridian_CIM_2026

842 kb

pdf

Peer_Financials_Q1

156 lines

xlsx

Pitch materials for investment bankers

Build pitch books, comps tables, and CIMs directly in PowerPoint and Excel. Claude assembles the analysis and formatting while you control the narrative and valuation calls. Best for investment banking.

Prompt

Spread the last three years of financials from this borrower package and draft a credit memo. Flag any covenant compliance concerns.

Attachments

Financials_2024-2026

1.2 mb

pdf

Covenant_Terms

48 lines

.xlsx

Credit underwriting for commercial bankers

Draft credit memos and underwriting models directly in Excel. Claude pulls spreads, runs ratios, and structures the writeup while you own the credit decision. Best for commercial banking.

Prompt

Generate the Q1 portfolio review deck from our holdings data. Include performance attribution by sector and top/bottom contributors.

Attachments

Holdings_Q1_2026

340 lines

csv

Benchmark_Returns

82 lines

csxlsxxlsxv

Portfolio reporting for asset managers

Asset management teams can generate IC memos, performance decks, and portfolio reviews from your holdings data. Claude synthesizes positions and attribution while you shape the investment thesis.

Prompt

Review the reserve adequacy in this actuarial workbook. Validate the loss development triangles and flag any anomalies in the tail factors.

Attachments

Reserve_Analysis_2026

215 lines

xlsx

Regulatory_Filing

38 pages

docx

Actuarial review for insurance teams

Review actuarial workbooks and regulatory filings directly in Excel. Claude validates formulas, flags anomalies, and drafts filing narratives while you retain sign-off on reserves.