Anthropic has announced a new Claude product designed for finance professionals to analyse markets, conduct research, prepare for client meetings, and make better informed investment decisions.

The tool, known as Claude for Financial Services, aggregates internal data from market feeds and platforms such as Databricks and Snowflake, with hyperlinks to source materials for verification. The AI-powered tool tailored for traders and analysts can be used to automate financial modelling with audit trails, monitor portfolio performance, compare metrics across investments, and generate institution-quality memos and pitch decks.

The launch of Claude for Financial Services comes just days after rival OpenAI introduced a similar ChatGPT version for the finance industry. Both leading AI companies appear to be targeting investment bankers and equity researchers with tools for financial research, modeling and ​client materials.

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However, the pace and ​cost ⁠of AI development is facing growing scrutiny, with industry leaders increasingly questioning whether spending can be ⁠sustained ​and how quickly the technology ​should advance amid mounting fears of misuse.

“We’ve built the Financial Analysis Solution with leading financial and enterprise technology providers, giving Claude the ability to instantly check information across multiple sources. This creates a fundamentally more reliable way to analyze financial data—information is verified across sources to reduce errors, every claim links directly to its original source for transparency, and complex analysis that normally takes hours happens in minutes,” Anthropic said in its announcement post.

Claude for Financial Services is currently available on AWS Marketplace, along with Claude for Enterprise. Anthropic said that the new product will also be available via Google Cloud Marketplace soon.

What is Claude for Financial Services?

Anthropic’s new financial services solution is powered by its Claude Opus 4 models, which is said to have beat other frontier models across financial tasks when evaluated on Vals AI’s Finance Agent benchmark. Claude Opus 4 also achieved 83 per cent accuracy on complex excel tasks, and passed 5 out of 7 levels of the Financial Modeling World Cup competition, as per the company.

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The tool further provides access to Claude Code and Claude for Enterprise with expanded usage limits to “handle demanding workloads across critical market events and deal deadlines.” It comes with pre-built MCP (Model Context Protocol) connectors that lets users easily access market data from various enterprise platforms.

In terms of data protection, Anthropic said that it will not train models on the financial datasets in order to maintain confidentiality. Claude for Financial Services could be a gateway for users to enjoy real-time access to several data providers such as Box, Databricks, Palantir, and Pitchbook as well as consultancy partners such as Accenture, Deloitte, KPMG, PwC, and more.