Getting Started with Claude for Financial Services
Introduction to Claude for Financial Services connecting professionals to key data sources through AI for market analysis and investment research.
- CategoryFinance
- ProductClaude.ai
- Reading timeWatch time5minmin
- ShareCopy link
Claude for Financial Services transforms how financial professionals analyze markets, conduct research, and make investment decisions by providing direct access to essential data sources through a unified interface.
What is Claude for Financial Services?
Claude for Financial Services is a comprehensive solution that includes Claude for Enterprise with specialized capabilities for financial analysis. This connects Claude to the data sources and tools you use daily, eliminating the need to juggle multiple browser tabs and improving source verification, to reduce the risk of errors from manual data gathering.
Financial data provider connectors
Through Model Context Protocol (MCP) connectors, Claude connects directly to leading financial data providers, enabling you to query data using natural language and receive responses with source citations.
Daloopa: Supplies high-quality fundamentals and KPIs from SEC filings.
S&P Global: Enables access to Capital IQ Financials, earnings call transcripts, and more–essentially your entire research workflow.
Getting started
To access these connectors, you'll need:
- Claude for Financial Services - Contact our Sales team or visit the AWS Marketplace for pricing and implementation details.
- Valid licenses to connect to your preferred data providers.
Your dedicated implementation team will help you connect to the data sources most relevant to your workflows and provide training on how to maximize the value of these integrations.
Common use cases
- Due diligence and research: Synthesize data from multiple sources to accelerate deal analysis from weeks to days.
- Benchmarking: Compare performance and valuation metrics across competitors using data from multiple providers.
- Financial modeling: Generate and update models with real-time data while maintaining full audit trails.
- Portfolio management: Monitor positions across portfolios and track performance against benchmarks.
- Investment memo creation: Create comprehensive investment materials with data-driven insights and professional formatting.
Support and training
Claude for Financial Services includes specialized training and support designed for financial professionals:
- Six-week implementation program with FSI-specific training.
- Technical setup assistance for MCP server configuration.
- Best practices guidance for financial analysis workflows.
- Ongoing support for integration management and optimization.
For questions about Claude for Financial Services, contact our Sales team.
Note: Claude for Financial Services is built for research and analysis - not investment advice.