Oct 20, 2026 — 9:00 AM PT
Claude for Financial Advisors: Your Cowork Security and Compliance Questions, Answered
Your advisors want to use Claude for Financial Advisors. Before you turn on Cowork and connect it to your CRM, custodian and portfolio systems, you need to know exactly how client data is handled, what your admins control and how it fits your compliance obligations. After our launch webinar, we compiled the security and compliance questions wealth management firms asked us most. In this session, Anthropic’s Dor Fledel answers them one by one, then takes your questions live.
Featured speakers
Dor Fledel
Product @ Anthropic
What you’ll learn
How client data and PII are handled in Cowork and through connectors, including retention, model training and Anthropic's access to your data
Which admin controls are available for connectors and plugins: read vs. write access, permissions and how to revoke them
What audit, logging and supervision options are available today
How protections differ by plan, and what documentation is available for your vendor diligence review