On demand
Inside Claude for Financial Advisors
Most advisors spend more of their week getting ready for client meetings and following up on them than sitting with clients. One client review can mean pulling from the CRM, the custodian, portfolio reporting, the financial plan and last meeting’s notes, then logging every follow-up by hand.
Claude for Financial Advisors connects Claude to the tools your firm already runs on, with ready-made workflows for meeting prep, follow-ups, CRM updates and compliance checks. Claude does the heavy lifting. You give the advice. Join us for a walkthrough of how it works and how to get your firm started, including a one-time usage credit for advisory firms that set up a new Claude Enterprise plan by September 30.
Featured speakers
Belinda Neal
Managing Director for Financial Services @ Anthropic
Peter Nolan
Head of Asset & Wealth Management @ Anthropic
Drew Parker
Financial Services Lead @ Anthropic
What you’ll learn
How Claude pulls from your CRM, custodian, portfolio reporting and meeting notes to prep a client review
How follow-ups, CRM updates and compliance checks get drafted for you to review and approve
Which of your firm’s tools connect today, and how guided setup gets your team up and running
The controls regulated firms need: advisor approval on every action, audit trails, and no training on your clients’ data