[DigitalToday reporter Chi-gyu Hwang (황치규)] Anthropic on Sept. 14 (local time) launched Claude for Financial Advisers, targeting financial advisory firms.
Claude for Financial Advisers features the Claude chatbot integrated with investment analysis and wealth management software from firms including BlackRock and Charles Schwab. It supports financial services companies in preparing for client meetings, reviewing portfolios and handling follow-up tasks.
Claude for Financial Advisers comes days after rival OpenAI released a ChatGPT version for the financial services industry. OpenAI's product offers investment bankers and stock analysts tools for financial research, modeling and preparing client materials.
Claude for Financial Advisers is part of Anthropic's ongoing business expansion in financial services. Anthropic has developed Claude-based tools to support tasks such as investment research, portfolio analysis, financial modeling and preparing client materials.
Claude for Financial Advisers also connects Claude with data and software from Investnet, iCapital, Orion, Wealthbox, Wealth.com and Zacks.
Chi-gyu Hwang
delight@d-today.co.kr