Claude helps leading financial institutions across banking, insurance, asset management, and fintech transform how they serve markets and manage risk.
The Financial Analysis Solution combines cutting-edge AI with deep financial data infrastructure and enterprise-grade security.
Connect essential data sources like S&P Global, Daloopa, and internal systems in one interface. Every data point links directly to its source, for instant verification.
Get guided onboarding and enterprise-grade security. By default, we will not use your inputs or outputs from our commercial products to train our models.
Manage demanding financial workloads and accelerate work with expanded usage and capabilities, like research and agentic search.
Claude transforms every stage of your financial workflow. Here’s how teams are using it to generate alpha faster.
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.
Compare performance and valuation metrics across peer groups with portfolio companies to identify a superior opportunity.
Generate sophisticated models with full audit trails.
Create comprehensive investment materials with data-driven insights.
Monitor positions across portfolios and track performance against benchmarks with real-time insights.
Interact with PayPal’s payment ecosystem to process transactions, manage subscriptions, handle disputes, access customer payment data, generate financial reports, and monitor payment flows. Enable secure payment operations and business insights through conversational commands for comprehensive payment management.
Access Square’s commerce platform to view transaction data, manage customer profiles, track inventory, process payments, and analyze sales patterns. Handle point-of-sale operations, generate financial reports, and manage business operations through Claude's natural language interface for streamlined commerce management.
The Stripe Model Context Protocol server defines a set of tools that AI agents can use to interact with the Stripe API and search our knowledge base (including documentation and support articles).
productivity gains (equivalent to 213K hours) across portfolio management and risk departments
data accuracy improvement (up from 75%) in underwriting decisions
Claude can work alongside you in your most important tools.
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 API
Integrate Claude’s powerful AI capabilities into your apps and deliver production-grade solutions faster. Automate underwriting decisions, streamline compliance workflows, and build sophisticated trading algorithms with Claude.
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.
Enterprise
Expand AI collaboration from financial analysis to your entire organization, supporting cross-functional teams like HR, Data Analysis, Product Management, Sales, and Marketing.
“Our partnership with Anthropic will fundamentally transform how we approach underwriting at scale. With the incorporation of Claude’s advanced capabilities into our underwriting process, we have been able to compress the timeline to review business by more than 5x in our early rollouts while simultaneously improving our data accuracy from 75% to over 90%. This collaboration is about propelling growth and providing our underwriters the tools to make better decisions at an accelerated pace, ultimately driving our ability to serve more clients with greater insight.”
“We see AI agents as the next evolution of commerce—autonomous systems that can predict, suggest, and find the products and services consumers need. This means AI that can find the best price for ‘that dress’ or can make everyday purchases on your behalf at the right time. This is only possible with a secure foundation at the base built on consent, privacy, transparency, and security. We are delighted that Anthropic is a key partner of Visa to make this dream a reality and shares our values and principles around responsible data usage (and we trust Claude to underpin this vision). Because when AI is moving money, safety and trust are non-negotiable.”
Our strategic partnership with Anthropic is foundational to our success and our strategy to become a global leader in AI innovation in banking. Claude’s advanced capabilities, combined with Anthropic’s commitment to safety, are central to our purpose of harnessing AI responsibly, as we drive for transformation in critical areas like fraud prevention & customer service enhancement.
We’ve been developing capabilities powered by Claude since 2023 within AIA Labs. Claude powered the first versions of our Investment Analyst Assistant, which streamlined our analysts’ workflow by generating Python code, creating data visualizations, and iterating through complex financial analysis tasks with the precision of a junior analyst.
Claude serves as a remarkable reasoning-powered companion. Its ability to shift smoothly between quick execution and deep analysis, with fine-grained control over both, is exactly what’s been missing in AI systems. Anthropic is a go-to technology & partner for AI workloads that require reliable intelligence at scale
Through our training program with Anthropic, we’ve seen portfolio companies adopt Claude Code with remarkable results. Development teams are completing complex tasks in hours instead of days, and we’re hearing from previously skeptical engineers that they can’t imagine working without it. The productivity gains we’re seeing validate why we invested early in helping our portfolio companies leverage Claude's capabilities.
Claude has fundamentally transformed the way we work at NBIM. With Claude, we estimate that we have achieved ~20% productivity gains—equivalent to 213,000 hours. Our portfolio managers and risk department can now seamlessly query our Snowflake data warehouse and analyze earnings calls with unprecedented efficiency. From automating monitoring of newsflow for 9,000 companies to enabling more efficient voting, Claude has become indispensable.
Claude 4’s agentic capacity to decide when to split work, delegate tasks and merge findings—has enabled long-horizon Pathfinder Agent tasks, turning multi‑week cross‑jurisdictional assessments into 30-minute agentic executions.
We are excited to continue to partner with leading AI companies like Anthropic to deliver S&P Global’s trusted, relevant data and insights wherever our customers need them. S&P Global is committed to meeting our customers wherever their workflows take place, ensuring they have options and flexibility when it comes to harnessing our trusted data across the AI ecosystem.
As one of Canada’s largest institutional investors, BCI is driven to experiment, build, and innovate. As a design partner of Claude for Financial Services, we have a front-row seat to the potential of AI in private equity. Origination, due diligence, and value creation processes are changing—everything moves faster, empowering investment teams to do more. Claude has accelerated our ability to get up-to-speed on investments and the underlying portfolio’s progress, making us more effective. As we push boundaries on what’s possible, we’re excited by the opportunities.
See how Claude transforms workflows, from due diligence and research to financial analysis.
How NBIM transformed the world’s largest sovereign wealth fund with agentic AI