Claude for finance: what Anthropic built for institutions, and what a working professional can use

Search for Claude and finance and three different things come back: a product Anthropic sells to banks, videos of analysts building models, and people asking about their own money. This page separates them. What Claude for Financial Services is and who it is built for, what a banker, adviser or deal professional can use today on an ordinary paid plan, where to read on for your role, and the one record none of it keeps: what each client already sent you.

Short answer: "Claude for Financial Services" is Anthropic's offering for institutions. Its own page says so: "Anthropic's offering for banks, insurers, asset and wealth managers, and fintech firms," sold through AWS Marketplace, with a "Contact sales" button at the top and the bottom. A finance professional on a Pro, Max or Team plan does not get that product. What you do get is Claude with Cowork, the finance plugins Anthropic publishes for it, Claude for Excel and Projects, and that is a useful set for drafting, modelling and reading long documents. Every Anthropic statement on this page was read at the source on 27 October 2026.

A disclosure before going further. This guide is published by Equerry, a personal assistant for client work. Equerry is not affiliated with Anthropic, does no analysis and gives no advice, and nothing here is investment, legal or compliance advice. Your firm's policy decides what goes into any tool. The first part of the page describes Anthropic's offer on its own terms; Equerry comes in at the end, where it fits.

What Claude for Financial Services is, and who it is built for

Anthropic announced it on July 15, 2025 (the page carries one later note: "Updated April 10, 2026: We removed a mention of a partner"). The announcement calls it "a comprehensive solution for financial analysis that transforms how finance professionals analyze markets," and lists what the package contains: Claude's financial capabilities, Claude Code and Claude for Enterprise with expanded usage limits, pre-built connectors to data providers, and "expert implementation support." The data providers it names are Box, Daloopa, Databricks, FactSet, Morningstar, Palantir, PitchBook, S&P Global and Snowflake. The customers it quotes are Bridgewater, Commonwealth Bank of Australia and AIG; the implementation partners are Accenture, Deloitte, KPMG, PwC, Slalom, TribeAI and Turing. It is "now available on AWS Marketplace."

Read that list for what it is: an enterprise deployment, bought by a firm, connected to the data the firm licenses, set up with a consultancy's help. The current solutions page is organised the same way. Its role headings are "Pitch materials for investment bankers," "Credit underwriting for commercial bankers," "Portfolio reporting for asset managers" and "Actuarial review for insurance teams." It is written to the institution, not to you. If you work inside one, the question of whether you have it is answered by your firm's technology group, not by this page.

What a working finance professional can use today

Three pieces, each on an ordinary paid plan, each described here only as Anthropic documents it. None of them is a model-accuracy claim; Anthropic's own repository notice says its agents draft work product "for review by a qualified professional," and that is the right way to read every output below.

Cowork and the finance plugins

Cowork is the side of Claude that carries out a task rather than answering a message. Anthropic's product page now says "Claude Cowork is now part of Claude. Just ask for what you need," and describes what it does: it "Works directly in folders and tools you choose, and runs your task to deliver work for review." On the desktop app it can read and write your local files; in the help center's words, "Claude can take on complex, multi-step tasks and execute them on your behalf," with you choosing which connectors it may use. It is on paid plans: Pro, Max, Team and Enterprise.

The finance plugins install into it. Anthropic's install guide lists a core plugin, financial analysis ("Build comparable company analyses, DCF models, LBO models, and 3-statement financials"), which also carries the shared data connectors, and five on top: investment banking, equity research, private equity, fund administration and operations, plus partner-built plugins from LSEG and S&P Global. Two lines from that guide matter before you install anything. The core plugin goes first, because it "provides shared tools and data connectors used by all other plugins." And "Access to these connectors may require a separate subscription or API key from the respective provider": the plugin brings the connection, not the data licence. On a Team or Enterprise plan an admin adds the plugins for the organisation; on a personal plan you add the marketplace yourself.

Claude for Excel

Anthropic's page describes it in one line: "Ask about any cell, update assumptions without breaking formulas, and build models from scratch." Its model-building example has Claude open Excel, pull the numbers from a document and build "real formulas across multiple tabs," with "highlighted cells" to review, and the page says "Nothing goes out or gets saved until you say so." It is part of Claude for Microsoft 365, which "works inside Excel, PowerPoint, Word, and Outlook," and Anthropic says Claude for Excel, PowerPoint and Word "are generally available on all paid Claude plans" (Outlook is the one it does not yet call generally available). The install is through Microsoft's marketplace, signed in with a Claude account or through your firm's cloud provider. For an analyst who already lives in a workbook, this is the piece most likely to be used daily, and the one where a reviewer's discipline matters most: a formula Claude wrote is still your formula when the model goes to a committee.

Projects

The quietest of the three and often the most practical. Anthropic's help center: "Projects allow you to create self-contained workspaces with their own chat histories and knowledge bases." You upload documents, text and files to a project's knowledge base and every chat inside it works from them; on paid plans, Anthropic says, "When your project knowledge approaches context limits, Claude seamlessly enables RAG mode to expand capacity by up to 10x." Free accounts get five projects; Anthropic states no cap for paid plans. A project per sector, per mandate or per recurring report is the natural shape. What goes into the knowledge base is governed by the section on pasting below, not by the feature.

If you searched "Claude finance" about your own money

Some of the people who type these words are not at work. They want to know whether Claude can look at a budget, explain a mortgage offer or compare two savings accounts. That is a reasonable question and a different page; this one is for people whose finance work is a job with clients, deals and committees in it. Two things carry over, though. Anthropic's "Claude does not give investment advice" applies at home as much as at a desk. And the pasting rule below applies to your own account statements exactly as it applies to a client's.

By role: where to read next

The role pages go further than this hub can, each with Anthropic's role-specific material read at the source and a worked example of the client-side question that follows the analytical work. Pick yours.

• Claude for financial advisors: what Anthropic launched on September 14, 2026 for advisory firms, which plan it recommends for a registered investment adviser, what a solo advisor or wealth manager gets on an ordinary plan, Claude's data settings step by step, and a paste / keep-out table by document type.
• Claude for investment banking: the pitch book, comps, CIM, teaser, buyer list and process letter as Anthropic lists them, what the deal team supplies for each, and how a firm-deployed meeting-prep agent differs from your own threads.
• Claude for private equity: the private-equity plugin stage by stage, from sourcing and diligence through the IC memo to portfolio monitoring, and the portfolio-company call that none of those commands is built for.

If your work sits next to a legal team, Claude for Legal follows the same split for lawyers: what Anthropic built for firms, what one practitioner can use, and what neither holds.

What never to paste, and where Claude's data terms are explained

Client identities, positions and balances, deal terms under NDA, anything from a data room, anything your firm marks internal: none of it goes into a chat, a project or a connected folder until your firm (or you, as your own compliance officer) has said so in writing, and the plan you are on is part of that answer, because Anthropic's training default differs between personal plans and Team or Enterprise. Our guide to Claude's data privacy terms sets out what Anthropic publishes about training, retention and deletion, with dates, and Is Claude confidential? walks through the settings. Neither page reaches a verdict for you; your firm does.

The record none of this holds: what each client already sent you

Everything above works from what is put in front of it: the workbook, the project's documents, the data the firm licenses. The question that fills the hour before a client call is different. What did the CFO say about the covenant on the last call? Which draft of the fee letter did the client mark up, the second or the third? Did they ever come back on who signs for them? The answers sit in a thread in your inbox, a marked-up letter the client attached, a note you typed in the taxi, and a thing someone said in passing that nobody wrote down. Claude's memory, as Anthropic describes it, is a set of topics about you; a firm's connectors bring in whatever the firm connected. The client's own correspondence reaches a general assistant when you paste it, or when you connect the mailbox it sits in: the whole account, not the one thread.

You can keep that record well with no new tool at all: a dated note in the first five minutes after every call, a recap email to the client that puts the record where both of you can find it, one list of what you owe and what they owe. The weak point is retrieval. In October the note exists, but the reply that changed the answer arrived after you wrote it, and finding both means remembering where you put each.

Where Equerry fits

Equerry is a personal assistant on your iPhone who helps you get things done, and for finance work it keeps the client side: what each client sent and said, from what you give it. Plainly, so there is no confusion with the tools above: Equerry does no analysis, builds no models, gives no advice, connects to no data room, market feed or CRM, never asks for your inbox, and does not join or record calls. You forward or CC a thread, share a PDF or a photo from your iPhone, type a note, or record a voice note in the app as you leave the meeting. Check your firm's policy on client correspondence before you send it anything.

The split is the one this page has been drawing. Claude, on whichever plan your firm or you have chosen, drafts and models from what is put in front of it. Equerry keeps what each client sent and said, so that when you sit down to draft, the paste has something behind it. Honest limits: Equerry knows only what you send it, plus your calendar if you allow it, so a reply you never forwarded is out of its reach; its address shows on the CC line to everyone on the thread; it is not an archiving or recordkeeping system and makes no claim about any SEC, FINRA or firm rule; and it is an outside service, so what you send is processed to make it searchable, including by the providers named on our AI disclosure page. The compliance question you would ask about Claude applies here in the same words. What changes is reach: one thread and one note at a time, never a whole mailbox.

Sources, all read 27 October 2026. Anthropic: Claude for Financial Services (announcement, July 15, 2025; "Updated April 10, 2026"); Claude for financial services (solutions page and FAQ); Claude for financial advisors (solutions page and FAQ); Claude Cowork (product page); Claude for Excel; Claude pricing (US prices before tax; "Price and plans are subject to change at Anthropic's discretion"); Install Financial Services plugins (Claude Academy); anthropics/financial-services README (Apache License 2.0). Claude Help Center: Get started with Claude Cowork; What are Projects?; Use Claude's chat search and memory to build on previous context. Anthropic changes its products and pages often; where a current Anthropic page disagrees with this one, Anthropic's page is right. This guide is general information, not investment, legal or compliance advice.

Last updated 2026-10-28.

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