Claude for investment banking: available tools and the client-work boundary

A banker may need help producing an analytical deliverable and help remembering what was promised on the last client call. Start by separating those jobs and the sources each requires.

What Anthropic documents for investment banking

On its financial-services page, Anthropic describes Claude for Financial Services as “Anthropic’s offering for banks, insurers, asset and wealth managers, and fintech firms.” Its role list names “Investment banking: pitch books, comps tables, and CIMs in PowerPoint and Excel.” The same page says “Claude for Microsoft 365 runs inside Excel, PowerPoint, Word, and Outlook.” Checked 21 October 2026.

The official financial-services repository lists two coverage and advisory agents:

• Pitch Agent — “Comps, precedents, LBO → branded pitch deck, end to end.”
• Meeting Prep Agent — “Briefing pack before every client meeting.”

Underneath sit plugins. The financial-analysis core carries comps, DCF, LBO and three-statement modeling and the data connectors. The investment-banking plugin adds “CIMs, teasers, process letters, buyer lists, merger models, deal tracking.” Anthropic’s finance-plugin guide says the core should be installed first and that the plugins work across both Claude Cowork and Claude Code. The financial-services page notes that Claude Cowork is now just Claude, so for installation use Anthropic’s current guide; your firm’s setup may differ. Checked 21 October 2026.

The banking deliverables, and what each one needs from you

Each deliverable in this table appears in Anthropic’s materials. The two right-hand columns are the banker’s part: the inputs only the deal team can supply, and the checks before anything leaves the firm.

Scroll sideways to compare all columns.

Every row ends in a document that goes to someone — the client, a buyer, a committee — in a particular version. Which version went to whom, and what the client said back, sits in correspondence and call notes rather than in the deliverable. The repository’s banking plugin also lists a deal tracker for “live deals, milestones, and action items”; that is a firm-side record, set up and kept by the deal team.

A firm’s prep agent and your own threads are different sources

Anthropic’s Meeting Prep Agent file describes a firm-deployed workflow: it pulls relationship history, holdings and open items from the CRM, adds market context through a Capital IQ connection, and has a worker summarize recent client emails and notes before staging a draft pack for review. The file is written for an advisor’s client meetings, and the repository calls its agents “starting points” for a firm to tune to how it works. Checked 21 October 2026. Its reach is whatever the firm has connected.

A personal assistant works from a narrower source: the threads you choose to send it and the notes you save yourself. That is smaller than a CRM, and for a senior banker often closer to the question before a call — what did I promise this client, what did they get, and what did they ask that we have not answered?

Settle access with the firm first

Ask which Claude account and deployment the firm has approved, and whether Claude for Microsoft 365 is provisioned for you. Find out which data providers are licensed for this use: Anthropic notes that provider access may require a separate subscription or API key. Ask, too, who can authorize a new connection and who reviews output before it goes out.

Then start with one deliverable for one live mandate. Name the as-of date, the document version and the reviewer. If a figure or company fact is not in the material you were given, the draft should say so rather than fill the gap with something plausible.

This page describes a way to organize the work, not investment or compliance advice. Analytical conclusions and client distribution stay inside the firm’s existing review process.

A fictional handoff: promised, sent, still open

Mariner is an invented sell-side engagement. These three records are enough to demonstrate the process question without using transaction data:

• 12 October call note: you promised a revised management-presentation outline by Thursday. The client asked that the expansion discussion be shortened.
• 15 October sent-email record: outline version 3 was sent to the client for review.
• 16 October client reply: the client accepts the shortened section but asks whether the management rehearsal should move. No new rehearsal date is agreed.

A useful preparation request is:

Prepare a process handoff from these dated records. Separate what I promised, the document version recorded as sent, the client’s response and unresolved scheduling. After each line, name the dated record it rests on. Do not infer approval of the full presentation from acceptance of one section.

The expected reading: the outline commitment was followed by a recorded version-3 send; the shortened section was accepted; the rehearsal date remains open. This is an illustrative answer key, not a tested Claude output, and it says nothing about the quality of the presentation itself.

Notice the difference between “version 3 exists” and “the correspondence records version 3 being sent.” Preserve the sent record when the question is about distribution. Likewise, a note that says “we should move the rehearsal” is not an agreed new date.

After the call: the deal record first, then your own note

The formal engagement record stays where the firm expects it. A personal preparation brief is a short view for your next conversation; it should point you back to the approved material rather than become an unofficial copy of it.

Before the call, check the latest reply and the exact open question. After it, update the firm’s system through its process, then add the new commitment to your own dated note. The loop is closed by the sent record and the client’s reply, not by a summary that says a document went out.

Equerry for the client side of the process

Equerry is a personal assistant on your iPhone for the threads you decide to send it; check your firm’s policy on client correspondence before you do. You forward or CC an email thread and save your own notes or voice memos recorded in the app. It does not connect to the data room, the CRM or market data, and it does not build models or decks.

For a thread you CC'd or forwarded: What Equerry remembered from it is listed in Settings → Your memory, each line marked as from that email, and you can delete any line. Later replies keep arriving while your Equerry address stays on the thread. If you save a Meeting Prep Routine and allow calendar access, Equerry prepares a brief 15 minutes before each meeting from the same material.

Models, transaction records and approvals stay in the firm’s systems. For portfolio-company calls rather than a sell-side process, see the separate private-equity guide.

Last updated 2026-10-21.

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