Revolutionizing Financial Analysis with Claude
Introducing a comprehensive solution for financial analysis that transforms how finance professionals interpret market data, conduct research, and make informed investment decisions—welcome Claude.
Unified Financial Data Access
This innovative financial analysis solution consolidates your financial data—from market trends to internal records stored in platforms like Databricks and Snowflake—within a single, user-friendly interface. Users can effortlessly access critical data sources with direct hyperlinks for instant verification, ensuring data integrity and reliability in a unified platform designed to handle extensive financial workloads.
Features of Our Financial Analysis Solution
- Claude’s Financial Capabilities: The Claude 4 models are designed to outpace competitors as research agents, demonstrating superior performance in financial tasks.
- Claude Code and Business Solutions: Modernize trading systems, create proprietary models, and execute complex analyses, including Monte Carlo simulations, all while managing workflows through significant market events.
- Predefined MCP Connectors: Gain access to financial data providers and corporate platforms for comprehensive market data and private market intelligence.
- Expert Implementation Support: We offer integration, training, and best practice advice to ensure rapid realization of value from our solutions.
Data Security and Protection
In a landscape where financial institutions demand the utmost in data security, we prioritize confidentiality. By default, your data is never used to train our generative models, safeguarding your intellectual property and customer information.
Building an AI Ecosystem for Finance
Our financial analysis solution is built in collaboration with leading providers of financial and business technology, enabling Claude to verify information across multiple sources instantly. This fundamentally enhances the reliability of financial data analysis, significantly reducing errors and expediting complex analyses that traditionally require hours to complete.
With real-time access to complete financial information, Claude utilizes data suppliers such as:
- Box: Secure document management and data room analyses.
- Dalopa: Access to high-quality fundamentals and KPIs from public documents.
- Morningstar: Evaluation data and research analyses.
- Snowflake: A connected platform enabling global companies to leverage structured and unstructured data.
Accelerating Enterprise Adoption
Our ecosystem is bolstered by partnerships with leading consultants who offer tailored solutions in compliance, research, and the adoption of corporate AI. Notable collaborations include:
- KPMG: Assisting financial services companies in deploying AI agents.
- PwC: Analyzing compliance gaps and generating policy updates.
- Turing: Providing compliance analysis as a service.
Real-World Impact and Testimonials
Claude is already making waves in the financial sector by accelerating critical investment workflows such as due diligence, market studies, and financial modeling. As cited by Aaron Linsky, CTO of AIA Labs, “Claude has significantly streamlined our analysts’ workflow.”
“With Claude, we estimate a 20% productivity gain—equivalent to 213,000 hours.” – Nicolai Tangen, CEO of NBIM
Getting Started with Claude
Claude provides a complete platform for financial AI, enabling immediate deployment and personalized development. Get started with tailored financial analysis solutions, create custom applications through our API, or upgrade your technology with Claude Code.
For streamlined procurement and consolidated billing, Claude for Enterprise and our financial analysis solutions are now available on AWS Marketplace, with Google Cloud Marketplace arriving soon. Contact our sales team today to explore the capabilities of Claude for financial services, schedule a demonstration, or discuss implementation options for your organization.