Claude for Financial Services
anthropic.com
Claude for Financial Services
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Re: Claude for Financial Services
#2-New models scoring higher on finance specific tasks
-MCP connectors for popular datasets/datastores including FactSet, PitchBook, S&P Global, Snowflake, Databricks, Box, Daloopa, etc
This looks a lot like what Claude Code did for coding: better models, good integrations, etc. But finance isn’t pure text, the day‑to‑day medium is still Excel and PowerPoint.Curious to see how this plays out in the long to medium term.
Devs already live in textual IDEs and CLIs, so an inline LLM feels native. Analysts live in nested spreadsheets, model diagrams, and slide decks. Is a side‑car chat window enough? Will folks really migrate fully into Claude?
Accuracy a big issue everywhere, but finance has always seemed particularly sensitive. While their new model benchmarks well, it still seems to fall short of what an IBank/PE MD might expect?
Curious to hear from anyone thats been in the pilot group or got access to the 1 month demo today. Early pilots at Bridgewater, NBIM, AIG, CBA claim good productivity gains for analysts and underwriters.
Re: Claude for Financial Services
#3Anthropic just dropped “Claude for Financial Services” -New models scoring higher on finance specific tasks -MCP connectors for popular datasets/datastores including FactSet, PitchBook, S&P Global, Snowflake, Databricks, Box, Daloopa, etc This looks a lot like what Claude Code did for coding: better models, good integrations, etc. But finance isn’t pure text, the day‑to‑day medium is still Excel and PowerPoint.Curiou…
Re: Claude for Financial Services
#4Re: Claude for Financial Services
#5Re: Claude for Financial Services
#6https://news.ycombinator.com/newsguidelines.html
(Submitted title was "AI ate code, now it wants cashflows. Is this finance's Copilot moment?" - we've changed it now)
Re: Claude for Financial Services
#7https://www.anthropic.com/research/project-vend-1
Fun aside, finance and code can both depend critically on small details. Does finance have the same checks (linting, compiling, tests) that can catch problems in AI-generated code? I know Snowflake takes great pains to show whether queries generating reports are "validated" by humans or made up by AI, I think lots of people have these concerns.
Re: Claude for Financial Services
#8So what is the existing competition? what is JP Morgan doing already in house/Bloomberg offering?
Deepseek was made by a HedgeFund founder, so he is also well placed.
Re: Claude for Financial Services
#9LLMs came out in 2022 and Finance being a lucrative sector and heavy on tech staff has had 2.5 years to move on this. So what is the existing competition? what is JP Morgan doing already in house/Bloomberg offering? Deepseek was made by a HedgeFund founder, so he is also well placed.