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Anthropic’s Claude for Financial Services enables financial professionals to conduct research, generate investment reports, perform modelling and run complex analyses including Monte Carlo simulations and risk modeling with audit trails and verified source

July 17, 2025 //  by Finnovate

Anthropic introduced Claude for Financial Services, an out-of-the-box generative artificial intelligence solution tailored to analysts, portfolio managers and underwriters at large financial institutions. The service, which is only available in enterprise plans, is powered by Claude 4, Anthropic’s most advanced AI model family. It is integrated with Box, Snowflake, Morningstar, FactSet, S&P Global and other data sources so users can access internal and external data in one dashboard. This is the first industry-specific service that Anthropic has formally introduced, according to Jonathan “JP” Pelosi, head of FSI at Anthropic. The platform enables financial professionals to conduct research, generate investment reports, and perform financial modeling with audit trails and verified source data. It can be used to modernize trading, automate compliance and run complex analyses including Monte Carlo simulations and risk modeling using Claude Code. The product expands Claude’s context window as well as usage limits to support large document analysis, a necessity for hedge funds, banks and insurers conducting due diligence or modeling transactions. Users can “look at hundreds of pages of financial documents,” without running into rate limits or losing continuity, Pelosi said.

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Category: Essential Guidance

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