Anthropic Introduced ‘Claude for Financial Services’, With a Tool That Unifies Data

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IBL News
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IBL News | New York

Anthropic, the maker of the Claude.ai chatbot, introduced this month Claude for Financial Services, a solution for financial professionals to analyze markets, conduct research, and make investment decisions.

The so-called Financial Analysis Solution unifies users’ financial data—from market feeds to internal data stored in platforms like Databricks and Snowflake—into a single interface. It allows access to critical data sources with direct hyperlinks to source materials.

It also comes with pre-built MCP connectors to access financial data providers and enterprise platforms.

Developers can build custom applications via the company’s API.

Anthropic said it includes the company’s Claude 4 models, Claude Code, and Claude for Enterprise with expanded usage limits, implementation support, and other features.

“Claude provides the complete platform for financial AI—from immediate deployment to custom development,” Anthropic said in a release.

According to Anthropic, these real-time financial data providers include:

  • Box enables secure document management and data room analysis.
  • Daloopa supplies high-quality fundamentals and KPIs from all public filings, disclosures and presentations.
  • 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.
  • Databricks offers unified analytics for big data and AI workloads.
  • 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.

The solution is available on AWS Marketplace for streamlined procurement and consolidated billing, while Google Cloud Marketplace availability is coming soon.


> Mike Dion: The 3 Best Ways to Use Claude For Finance