ANTHROPIC TARGETS FINANCIAL AID WITH NEW CLAUDE TOOL

AI lab Anthropic on Monday launched a set of tools for financial advisers, ​connecting its Claude chatbot to investment ‌analytics and wealth-management software from firms including BlackRock, Charles Schwab and Addepar.

The product, called Claude for ​Financial Advisors, is designed to help financial ​services firms prepare for client meetings, ⁠review portfolios and handle follow-up work. The launch ​comes days after rival OpenAI introduced a version of ​ChatGPT for the industry, targeting investment bankers and equity researchers with tools for financial research, modeling and ​client materials.

Learn More