Claude for Financial Services

金融分析解决方案介绍

今天，我们推出了一套全面的金融分析解决方案，借助Claude，彻底改变金融专业人士分析市场、开展研究和做出投资决策的方式。

金融分析解决方案将您的金融数据——从市场行情到存储在Databricks和Snowflake等平台的内部数据——统一整合到一个界面中。您可以通过直接超链接访问关键数据源，快速核实信息，所有功能集中于一个平台，具备处理高强度金融工作负载的扩展能力。

我们的金融分析解决方案包括：

• Claude领先的金融能力：Claude 4模型在Vals AI的Finance Agent基准测试中表现优于其他前沿模型。FundamentalLabs利用Claude Opus 4构建Excel代理，在金融建模世界杯竞赛中通过了7个级别中的5个，并在复杂Excel任务中达到83%的准确率。
• Claude Code和企业版Claude，使用限制更宽松：现代化交易系统，开发专有模型，自动化合规流程，运行复杂分析（包括蒙特卡洛模拟和风险建模）。分析师可借助Claude处理关键市场事件和交易截止日期的高强度工作负载。
• 预构建的MCP连接器：访问金融数据提供商和企业平台，获取全面的市场数据和私募市场情报。
• 专家实施支持：量身定制的入门指导、MCP配置、培训和最佳实践，助力快速实现价值。

金融机构对数据保护有最高标准。默认情况下，您的数据不会被用于训练我们的生成模型，确保您的知识产权和客户信息的机密性。

金融服务的AI生态系统

我们与领先的金融和企业技术提供商合作打造了金融分析解决方案，使Claude能够即时跨多个来源核实信息。这种方式极大提升了金融数据分析的可靠性——信息经过多源验证以减少错误，每条声明均链接至原始来源，确保透明度，复杂分析从数小时缩短至数分钟。

通过数据提供商，Claude可实时访问包括：

• Box：安全的文档管理和数据室分析
• Daloopa：来自SEC文件的高质量基本面和关键绩效指标
• Databricks：统一的大数据和AI分析平台
• FactSet：全面的股票价格、基本面和共识预期
• Morningstar：估值数据和研究分析
• Palantir：帮助政府和企业整合、分析和利用大规模数据的AI驱动平台
• Pitchbook：领先的私募资本市场数据和研究，助力投资和募资机会的发现、尽职调查和业绩基准
• S&P Global：提供Capital IQ财务数据、财报电话会议记录等，覆盖整个研究流程
• Snowflake：易用、连接性强且可信赖的数据和AI平台，支持结构化、非结构化和半结构化数据

所有这些集成将在今天或未来几周内陆续上线。

加速企业采用

我们的生态系统通过领先咨询公司提供数据访问和实施专业知识。这些合作伙伴在合规、研究和企业AI采用方面提供定制解决方案：

• Deloitte通过10X Analyst提升股票研究、私募信贷和市政债券的研究效率
• KPMG帮助金融服务公司向开发者和分析师部署AI助手和代理
• PwC通过Regulatory Pathfinder将法规拆解为具体义务，分析内部合规差距并生成政策更新
• Slalom通过AI Accelerated Engineering项目加速遗留代码现代化，提供端到端保险运营转型解决方案
• TribeAI通过尽职调查助手，帮助投资和并购团队自动化交易材料审查、财务分析和实体识别，支持VDR集成
• Turing提供PRD合规需求自动生成和合规基准测试即服务

应用场景

Claude加速关键投资和分析工作流程，包括尽职调查和市场研究、竞争对标和投资组合深度分析、带完整审计轨迹的财务建模，以及生成机构级投资备忘录和推介材料。团队可监控投资组合表现，比较投资指标，快速发现机会，效率远超传统方法。

领先金融机构的成功案例：

• “自2023年以来，我们在AIA Labs开发了基于Claude的能力。Claude驱动了我们投资分析助理的首个版本，简化了分析师的工作流程，生成Python代码，创建数据可视化，并以初级分析师的精准度迭代复杂财务分析任务。”——Bridgewater AIA Labs首席技术官Aaron Linsky
• “Claude彻底改变了NBIM的工作方式。我们估计生产力提升约20%，相当于节省了213,000小时。我们的投资组合经理和风险部门现在可以无缝查询Snowflake数据仓库，前所未有地高效分析财报电话会议。从自动监控9,000家公司新闻流到更高效的投票，Claude已成为不可或缺的工具。”——NBIM首席执行官Nicolai Tangen
• “我们与Anthropic的战略合作是我们成功的基石，也是我们成为全球银行业AI创新领导者战略的核心。Claude的先进能力结合Anthropic对安全的承诺，助力我们负责任地利用AI，推动防欺诈和客户服务提升等关键领域的转型。”——澳大利亚联邦银行首席技术官Rodrigo Castillo
• “与Anthropic的合作将根本改变我们大规模承保的方式。引入Claude先进能力后，我们在早期试点中将业务审查时间压缩了5倍以上，同时数据准确率从75%提升至90%以上。这次合作旨在推动增长，为承保人员提供更快做出更好决策的工具，最终提升我们服务更多客户的能力。”——AIG首席执行官Peter Zaffino

快速入门

Claude提供完整的金融AI平台——从即刻部署到定制开发。您可以使用我们为分析师量身打造的金融分析解决方案，通过API构建定制应用（承保、合规自动化、客户体验、后台转型），或利用Claude Code现代化您的代码。

为简化采购和统一计费，Claude企业版和金融分析解决方案现已在AWS Marketplace上线，助您利用现有供应商关系，缩短采购周期。Google Cloud Marketplace即将上线。

欢迎联系销售团队了解更多Claude金融服务方案，预约演示或讨论贵组织的实施方案。 [https://www.anthropic.com/solutions/financial-services]

Today, we're introducing a comprehensive solution for financial analysis that transforms how finance professionals analyze markets, conduct research, and make investment decisions with Claude.

The Financial Analysis Solution unifies your financial data—from market feeds to internal data stored in platforms like Databricks and Snowflake—into a single interface. Access your critical data sources with direct hyperlinks to source materials for instant verification, all in one platform with expanded capacity for demanding financial workloads.

Our Financial Analysis Solution includes:

• Claude’s industry-leading financial capabilities: Claude 4 models outperform other frontier models as research agents across financial tasks in Vals AI's Finance Agent benchmark. When deployed by FundamentalLabs to build an Excel agent, Claude Opus 4 passed 5 out of 7 levels of the Financial Modeling World Cup competition and scored 83% accuracy on complex excel tasks.
• Claude Code and Claude for Enterprise with expanded usage limits: Modernize trading systems, develop proprietary models, automate compliance, and run complex analyses including Monte Carlo simulations and risk modeling with Claude Code. With Claude, analysts can handle demanding all other workloads across critical market events and deal deadlines.
• Pre-built MCP connectors: Access financial data providers and enterprise platforms for comprehensive market data and private market intelligence.
• Expert implementation support: Tailored onboarding, MCP configuration, training, and best practices for rapid value realization.

Financial institutions require the highest standards of data protection. By default, your data is not used for training our generative models, maintaining confidentiality of your intellectual property and client information.

The AI ecosystem for financial services

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.

Through data providers, Claude has real-time access to comprehensive financial information including:

• Box enables secure document management and data room analysis
• Daloopa supplies high-quality fundamentals and KPIs from SEC filings
• Databricks offers unified analytics for big data and AI workloads
• FactSet provides comprehensive equity prices, fundamentals, and consensus estimates
• Morningstar contributes valuation data and research analytics
• Palantir builds AI-driven platforms that help governments and enterprises integrate, analyze, and act on large-scale data to make critical operational decisions
• Pitchbook delivers industry-leading private capital market data and research, empowering users to source investment and fundraising opportunities, conduct due diligence and benchmark performance, faster and with greater confidence
• S&P Global enables access to Capital IQ Financials, earnings call transcripts, and more–essentially your entire research workflow
• Snowflake provides an easy, connected, and trusted data and AI platform that allows global enterprises to unlock value across all of their data – including structured, unstructured, and semi-structured

All of these integrations will be available today or in the coming weeks.

Accelerating enterprise adoption

Our ecosystem delivers both data access and implementation expertise through leading consultancies. These partners provide tailored solutions across compliance, research, and enterprise AI adoption:

• Deloitte enhances research productivity across equity research, private credit, and municipal bonds through their 10X Analyst
• KPMG helps financial services companies deploy AI assistants and agents to their developers and analysts
• PwC breaks down regulations into discrete obligations, analyzes internal compliance gaps, and generates policy updates through their Regulatory Pathfinder
• Slalom accelerates legacy code modernization through their AI Accelerated Engineering program, and provides solutions for end-to-end insurance operations transformation
• TribeAI helps investment and M&A teams automate deal material review, financial analysis, and entity resolution with VDR integration through their Due Diligence Assistant
• Turing offers auto-generation of compliance requirements in PRDs and Compliance Benchmarking-as-a-service

Use cases

Claude accelerates critical investment and analysis workflows including due diligence and market research, competitive benchmarking and portfolio deep dives, financial modeling with full audit trails, and generating institutional-quality investment memos and pitch decks. Teams can monitor portfolio performance and compare metrics across investments to identify opportunities faster than traditional methods.

Leading financial institutions are seeing proven results:

"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." - Aaron Linsky, CTO, AIA Labs at Bridgewater

"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." - Nicolai Tangen, CEO at NBIM

“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.” - Rodrigo Castillo, Chief Technology Officer at Commonwealth Bank of Australia

“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." - Peter Zaffino, CEO at AIG

Getting started

Claude provides the complete platform for financial AI—from immediate deployment to custom development. Get started with our tailored Financial Analysis Solution for analysts, build custom applications via our API (underwriting, compliance automation, customer experience, back office transformation), or modernize your code with Claude Code.

For streamlined procurement and consolidated billing, both Claude for Enterprise and the Financial Analysis Solution are now available on AWS Marketplace, enabling you to leverage existing vendor relationships while reducing procurement cycles. Google Cloud Marketplace availability is coming soon.

Contact our sales team to learn more about Claude for Financial Services, schedule a demonstration, or discuss implementation for your organization.

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