We implement Anthropic's financial-services suite in your shop — reference agents, skills, and data connectors, wired to your providers and tuned to your process. Every output staged for professional review.
Claude for Financial Services is a service we deliver, not a product we sell. We are the implementation, integration, and enablement partner.
Anthropic ships the models and an open FSI suite — reference agents, skills, and data connectors, delivered on Claude Cowork, Claude Code, or the Managed Agents API, plus Microsoft 365 tooling (Claude for Excel and PowerPoint). The suite is Apache-2.0, and Anthropic positions implementations on roughly a two-week horizon.
We make it real in your environment: installed, connected to your market-data and document systems, taught your models and templates, and rolled out to your analysts and ops team with the controls your compliance function expects.
Best wedge first: fund administrators and fund finance/ops teams, then independent equity-research shops and boutique advisory, small PE/VC funds and family offices, and RIAs. We typically start where there is already a market-data subscription in place.
Nine deliverables that take you from assessment to an adopted, governed deployment.
A paid, fixed-fee audit of your workflows, data systems, and security/compliance posture, with a recommendation on which agents and which Claude plan fit. Not free discovery.
Claude Cowork, Claude Code, the Managed Agents API, and Claude for Excel/PowerPoint — stood up for your team.
The official reference agents and skills relevant to your desk, installed and configured for how you work.
We tune the agents to your models, templates, and house style with your real documents so the output is yours.
Connected to your market-data and document providers, running on your own subscriptions.
Custom Claude Skills and MCP servers for the workflows you need that do not exist yet (billable custom work).
Access controls, audit trails, human-sign-off gates, and a compliance posture your firm can stand behind.
Workshops, internal champions, and playbooks. Adoption is a real deliverable, not a throw-in.
A retainer for new skills, new connectors, model upgrades, monitoring, and support.
Representative tasks across research and operations — every output staged for human sign-off.
Build and update comparable, DCF, and LBO models in Excel against your assumptions.
Draft pitch decks and CIMs in PowerPoint and Excel from your data and templates.
Turn filings and transcripts into structured, source-attributed earnings notes.
GL reconciliation, month-end close, NAV tie-out, and LP statement audit support.
Assemble and structure KYC screening packages for analyst review.
Investment banking, equity research, private equity, wealth management, fund admin, and operations.
Runs on Claude’s own runtime and wires into the providers your desk already pays for.
Pick the surface that fits your team.
Require your own provider subscriptions.
Built for professional review.
Implementation pricing is bespoke; these are typical starting points, not a price list.
A fixed-fee assessment and pilot to size the work and prove value.
Scoped by desks/agents, connector count, and custom skills.
New skills, new connectors, model upgrades, monitoring, and support.
AI Agents Plus provides the implementation, integration, custom build, training, and support — billed by us. Claude itself (Cowork seats, Claude Enterprise, or API) and any third-party market-data and system subscriptions (FactSet, S&P, PitchBook, Morningstar, and the rest) are your own subscriptions, billed by Anthropic and those vendors. We are not reselling Claude licenses or data feeds; part of our value is advising on the right plan and helping with procurement, including AWS Marketplace billing.
A staged engagement Anthropic positions on roughly a two-week horizon.
Audit workflows, data, and compliance posture; recommend the agents, connectors, and Claude plan.
Stand up the runtime and install the official reference agents and skills for your desk.
Tune to your models and templates and wire connectors to your data providers.
Workshops and champions drive adoption; a retainer keeps it improving.
Common questions from research shops, funds, and fund administrators
Our team is here to help! Schedule a free consultation to discuss your specific needs and get personalized answers.
Start with a fixed-fee readiness assessment — we will recommend the agents, connectors, and plan that fit your firm.
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