Claude for Excel
Claude understands your entire workbook—from nested formulas to multiple tab dependencies. Get explanations with cell-level citations, and update assumptions while preserving formulas.
Transform financial services with Claude
Claude helps leading financial institutions across banking, insurance, asset management, and fintech transform how they serve markets and manage risk.
Built for finance
Claude processes entire data rooms, runs complex analyses, and generates models and reports in minutes. Trace any number back to its source.
AI you can trust
Claude is the #1 AI for financial reasoning and agent tasks, trusted to handle sensitive financial data, material non-public information, and complex analyses with enterprise-grade security and complete source attribution.
Performance at market speed
Claude excels at financial analysis, modeling, and reporting. It connects to the platforms you use every day, from LSEG to S&P Capital IQ, so everyone on your team can work faster and more accurately.
Your partner in financial transformation
We partner with leading banks, asset managers, fintechs, and insurers to understand your workflows and evolve Claude based on what financial teams actually need.
Top financial analysis use cases
Claude transforms every stage of your financial workflow. Here’s how teams are using it to generate alpha faster.
Due diligence and research
Accelerate due diligence from weeks to days. Claude synthesizes data across all your sources, catches footnotes that matter, and builds audit trails that survive compliance reviews.
Benchmarking
Compare performance and valuation metrics across peer groups with portfolio companies to identify a superior opportunity.
Financial analysis and modeling
Generate and iterate on sophisticated models with full audit trails, directly in Excel.
Memo and pitch deck generation
Create comprehensive investment and deal materials with data-driven insights.
Portfolio management
Monitor positions across portfolios and track performance against benchmarks with real-time insights.
Try Claude’s new finance skills
Get early access to six new finance skills that turn days of work into hours—from building DCF models to creating client-ready research reports.
The AI ecosystem for financial services
Claude can work alongside you in your most important tools.
More solutions for financial services
You are an AI assistant specialized in classifying customer support tickets. Your task is to analyze the content of a given ticket and assign it to the most appropriate category from a predefined list. You will also provide reasoning for your classification decision.
First, let's review the available categories:
<category_list>
{{CATEGORY_LIST}}
</category_list>
Now, here is the content of the support ticket you need to classify:
<ticket_content>
{{TICKET_CONTENT}}
</ticket_content>
Please follow these steps to complete the task:
– Carefully read and analyze the ticket content.
– Consider how the content relates to each of the available categories.
– Choose the most appropriate category for the ticket.
– Provide a detailed explanation of your reasoning process.
Use the following structure for your response:
<classification_analysis>
In this section, break down your thought process:
– Quote the most relevant parts of the ticket content.
– List each category and note how it relates to the ticket content.
– For each category, provide arguments for and against classifying the ticket into that category.
– Rank the top 3 most likely categories.
</classification_analysis>
<classification>
<category>Your chosen category goes here</category>
<reasoning>A concise summary of your reasoning for choosing this category</reasoning>
</classification>
Remember to be thorough in your analysis and clear in your explanation. Your goal is to provide an accurate classification with well-supported reasoning.
Claude Developer Platform
Integrate Claude’s AI directly into bespoke trading platforms, risk systems, KYC and underwriting applications. Deliver production-grade AI agents to transform any workflow.
Claude Code
Accelerate software development and transform legacy systems with Claude Code, the coding agent that lives directly in your terminal. Build, fix, and ship projects faster without sacrificing transparency or control.
Note
Interact with the data—hover and toggle views to uncover patterns
Enterprise
Deploy Claude across your organization with enterprise controls, expanding AI collaboration from financial analysis to other teams such as Legal, Product Development, Client Management, Marketing, and more.
“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
From insight to alpha, faster than ever
See how Claude transforms workflows, from due diligence and research to financial analysis.
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