
Admins can now create private plugin marketplaces, with better control over plugins, connectors, and skills.
Claude helps leading financial institutions across banking, insurance, asset management, and fintech improve how they serve markets and manage risk.

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.
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.
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.
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.
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.
See how teams across banking, insurance, and asset management are putting Claude to work.
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.
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.
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.
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.
Claude in the surfaces you already use. Build and refine a model in Excel, turn it into a deck in PowerPoint, and write up the memo in Word. All with Claude alongside you, from start to finish.
Delegate work so you're reviewing and refining, not building from scratch. Cowork runs tasks in the background to pull data, draft reports, or organize files so you can come back when it's done.
Speed up software development and update legacy systems with Claude Code, the coding agent that works in your terminal. Build, fix, and ship projects faster without sacrificing transparency or control.
Integrate Claude’s AI directly into bespoke trading platforms, risk systems, KYC and underwriting applications. Deliver production-grade AI agents to transform any workflow.

Admins can now create private plugin marketplaces, with better control over plugins, connectors, and skills.

Claude for Excel and PowerPoint now share full context across open files, and skills make any workflow repeatable.
See how Claude transforms workflows, from due diligence and research to financial analysis.