Anthropic's new Claude tool is here to help financial advisors — add AI to your spreadsheets, portfolios, CRMs, and more

Just days after rival company OpenAI announced its own upgrades targeting the financial services, Anthropic has lifted the wraps off Claude for Financial Advisors. It adds a layer of connectors and pre-built workflows on top of Claude designed to support wealth management and financial advice firms, giving them quicker and more direct access to the relevant research and data. According to the company, financial advisors currently only spend around one-sixth of their time in client meetings, with the rest of their time largely taken up by preparing and researching.

First reported by TechRadar. This page is a short excerpt; the full text is theirs.