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Advancing Claude for Financial Services

Join us for an exclusive look at how leading financial services institutions are transforming their operations with Claude. See live demonstrations of real-time market intelligence, native Excel workflows, and autonomous execution capabilities, as well as hear directly from financial services industry leaders on how they’re driving AI transformation at scale.

Whether you're evaluating AI for your team or scaling existing deployments, you'll leave with practical insights on achieving measurable outcomes in deal execution, investment analysis, risk management, and operational efficiency.

Featured speakers

  • Cristina Pieretti

    GM & Head of Digital Content & Innovation @ Moody’s

  • Endri Mani

    Managing Director & Head of Commercial Innovation @ RBC Capital Markets

  • Andrew Leventhal

    Principal Applied AI @ The Carlyle Group

  • Josh Street

    Chief Information Officer @ Amwins

  • Nicholas Lin

    Head of Product for Financial Services @ Anthropic

  • Eleanor Dorfman

    Head of Industries @ Anthropic

What you’ll learn

  • Gain firsthand perspectives from Anthropic's leadership on the future of AI in financial services

  • Learn from executive viewpoints across leading financial institutions and Anthropic partners as they share their AI adoption experiences

  • See Claude's specialized financial intelligence and capabilities in action, addressing actual challenges faced by teams across the industry

Transform how your organization operates with Claude

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