Models
July 16, 2025

Anthropic rolls out financial AI tools to target large clients

Anthropic launched Claude tools for financial analysts, enabling tasks like modeling, market research, and pitch deck creation. Integrated with Excel and partners like FactSet, Snowflake, and S&P Global for enterprise use.

Anthropic has launched tailored Claude AI tools for financial analysts, addressing growing enterprise demand. Unveiled in New York, the new features support due diligence, modeling, benchmarking, and investment research.

Claude now integrates with financial platforms like Daloopa, Databricks, FactSet, Snowflake, PitchBook, and S&P Global. It can also build financial models directly in Microsoft Excel and generate downloadable files and PowerPoint decks.

The tools are designed for banks, hedge funds, and insurance firms, offering analysts a streamlined, AI-powered workflow. Anthropic aims to "turbocharge" analysts' work, joining peers like Goldman Sachs, which recently launched its own generative AI assistant.

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