We’re expanding Claude for Financial Services with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including building cash flow models and initiating coverage reports. Claude can now connect to real-time market data from LSEG, Moody's Analytics, Aiera, Third Bridge Group Limited, and MT Newswires, and to private market analysis from Chronograph and Egnyte. These updates build on Claude Sonnet 4.5’s industry-leading performance on finance tasks. For more information, including on how organizations like Moody's Analytics, RBC, The Carlyle Group, and Amwins are already using Claude, see our latest here: https://lnkd.in/gN2_VTxA
Claude’s officially doing what every analyst dreams of handling Excel, live market data, and reports… while we just sip coffee and “supervise.” At this rate, Claude might start asking for a Bloomberg terminal login next.
This is a huge leap for the finance industry. 📈 Real-time data + Claude’s reasoning power = faster, smarter decision-making.
Oh this is interesting. A valuable application I've built for myself for a similar AI + excel tool is this. I open my CRM export and ask: → What’s my weighted pipeline by rep? → Which deals, if closed, hit next quarter’s target? → Simulate 20% lower close rates, what happens? It's not a full on financial projection, but it does allow me to get a sense on the impact of a few potential scenarios.
Awesome! I was banned on X for saying Claude being the best . Crazy isn’t it ?
Anthropic loving the relentless functionality releases helping to shape intelligent enterprise solutions. Looking forward to getting this into action within the Financial Services Industry.
Impressive evolution! 🚀 The integration of Claude into financial services - especially with real-time data and analytical tools - marks a huge leap forward for how finance professionals can think, plan, and act. Combining intelligence, speed, and precision, this truly reshapes how decisions are made in a fast-moving financial world. Excited to see how this innovation will continue to transform the industry!
Howard Watts sick to see the Chronograph integration with Claude!
Getting Claude to be able to query these things and produce hallucination-free results is crucial. It will be interesting to see how well ti works and deals with computational issues. I've had some success with this in the past, but usually ended up to leaning on my excel skills int he end to avoid the issue s with errors in the LLM.
20+ yrs in Tech & Finance & Quant | ex-Microsoft/Oracle/CERN | Building Products Not Slides | Entrepreneur SaaS & Fintech
5dDo you think people will trust such analyses? I love the smoothness yet afraid of making decision on that. If you bet your career and position on such report would you share it with your CEO so easily?