Claude financial services

“Anthropic’s multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claude will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.”

“LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claude, are expanding the opportunities for LSEG to build deep partnerships with customers.”

“Advisors are navigating increasingly complex client needs while facing an accelerating pace of change across markets and technology. Our work with Anthropic is an important step in our broader effort to bring BlackRock’s portfolio intelligence and asset allocation expertise to more advisors to help them scale their business and build better portfolios. By making our institutional-quality portfolio analytics more accessible, we are helping more advisors leverage our portfolio intelligence so they can spend more time focused on client relationships.”

“Anthropic builds AI aligned with human values. Mercer Advisors builds family offices aligned with client interests. That shared obsession is core to both firms and anchors our partnership. Claude helps our teams to work seamlessly across clients' financial lives, while judgment and accountability stay with the advisor. That is how AI should work in any profession built on trust.”

“We are pleased to see Anthropic's continued investment in capabilities tailored to the unique needs of financial advisors. Our collaboration is rooted in a shared belief that technology should support advisors, not replace them, helping them navigate complexity and more efficiently serve clients while keeping human judgment and discretion at the forefront.”

“The future of advisor technology will be defined by how well firms can connect trusted data, powerful intelligence, and everyday workflows. Our collaboration with Anthropic reflects Schwab's commitment to helping registered investment advisors (RIAs) leverage innovation within the tools they already use, making it easier to serve clients, scale their practices, and grow with confidence.”

“Claude Fable 5 delivers more capable engineering in fewer turns than prior models—handling the complex multi-agent workflows our employees run daily in Claude Code.”

“Claude Fable 5 is the strongest finance-first model we've tested, both on general finance and reasoning. It's a notable step up.”

“Claude Fable 5 aced our trading-analysis evaluations nearly across the board: factual lookup, conceptual reasoning, root-cause analysis, expected-value analysis. We haven't seen this kind of performance before.”

“What stands out about Claude Fable 5 isn't just that it can execute multi-step workflows, but how little friction there is along the way. Compared to other models it also showed an emergent ability to pull complex data and perform with an efficiency that wasn't previously possible.”

“Claude Fable 5 beats Opus 4.8 on our everyday spreadsheet suite at every effort level — and it does it with fewer turns, finishing runs 25–30% faster.”

“Our investment professionals live in data and analytical models, and Claude for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work — all with a step-change in efficiency.”

“FIS sits at the center of how money moves for thousands of financial institutions worldwide. When we began to build AI agents, we knew we needed a provider we could trust. Anthropic was the clear choice. Together we're building an agent that compresses AML investigations from days to minutes, with credit decisioning, fraud prevention, and deposit retention agents to follow. FIS clients won't need to build this infrastructure themselves. It's already here.”

“With Eliza and Claude, we’re giving processes new digital employees who work the case end to end.”

“Carlyle has adopted Claude as a key part of our AI technology stack because of its strong coding capabilities, agentic reasoning, and continual advances in both the underlying models and key features. Claude is a core tool for delivering value across our firm from investing to operations to portfolio management.”

“Claude compresses and enhances the work before the meeting so each and every meeting is more impactful — prep time has been transformed into idea time, with faster workflows, richer client insights, and new use cases we didn’t anticipate.”

“Since we started introducing personalized Claude and Claude Code assistants, we have seen significantly elevated levels of engineering excellence and meaningful improvements in productivity. We are pleased to be delivering value by putting AI to work in advancing the company’s strategic innovation priorities of extending our advantage in risk expertise; providing great experiences for our customers, distribution partners and employees; and optimizing our productivity and efficiency.”

“Enterprise AI only works when it can verify who it is acting on. The world’s largest financial institutions rely on Dun & Bradstreet’s Commercial Graph and D-U-N-S® Number as the global standard for business identity and relationships: foundational to decisions from underwriting to customer acquisition. Bringing this into environments like Anthropic’s Claude ensures that AI systems and agents operate on verifiable data, understand real-world connections, and deliver the deterministic, auditable outcomes required in financial workflows. In parallel, D&B team members are using Anthropic’s Claude in their own workflows and continuing to explore how leveraging business intelligence with Claude can bring value to clients in new ways.”

“Investors need AI they can trust — and trust starts with the data behind it. Morningstar and PitchBook bring decades of independent, analyst-backed intelligence to Claude, so users aren’t just getting faster answers. They’re getting better ones. Together, we’re building the intelligence layer that powers smarter decisions across public and private markets.”

“Our clients — institutional investors, asset managers, hedge funds, and banks — increasingly want to run AI-assisted workflows directly against select sets of FactSet data. Partnering with Anthropic lets us bring Claude into a hosted programmatic environment where they can reason over our foundational market data, research, and analytics in the tools they already use. Internally, firm-wide Claude Code adoption across our engineering org is accelerating how quickly we can ship those capabilities.”

“Citi chose to leverage Claude as part of its AI powered Developer Platform because of its advanced planning and agentic coding capabilities, focus on safety and reliability, and compatibility with our workloads.”

“Working with Anthropic goes beyond deploying another AI tool—it’s about partnering with a company that understands the complexity that financial services requires. Claude excels by seamlessly integrating multiple data sources and automating workflows that previously consumed significant time. We’re collaborating with Anthropic to digitize workflows across our Capital Markets platform, ensuring our teams can dedicate more time to strategic thinking and relationship building that drives client growth.”

“With our GenAI-ready data offerings, we continue to support our customers in their AI evolution—enriching our data via a semantic layer and delivering it through Model Context Protocol (MCP) servers and Smart APIs. Our partnership with Anthropic makes Moody’s vast data estate—including ratings, research and public and private company information— accessible directly where our customers are innovating.”

“What we’ve valued about Anthropic is not just their powerful models, but how they’ve positioned them for enterprise needs. When I talk with customers about AI, data privacy is always their first concern—it’s the critical foundation we have to address before we can even begin discussing capabilities.”

“75% of our engineers now save 8 to 10+ hours every week using our open source AI agent for creating SQL queries (codename goose)—accelerating velocity and cutting down on busywork. For the tasks we care about measuring specifically, the Claude family has performed the best.”

“Anthropic’s multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claude will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.”

“LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claude, are expanding the opportunities for LSEG to build deep partnerships with customers.”

“Advisors are navigating increasingly complex client needs while facing an accelerating pace of change across markets and technology. Our work with Anthropic is an important step in our broader effort to bring BlackRock’s portfolio intelligence and asset allocation expertise to more advisors to help them scale their business and build better portfolios. By making our institutional-quality portfolio analytics more accessible, we are helping more advisors leverage our portfolio intelligence so they can spend more time focused on client relationships.”

“Anthropic builds AI aligned with human values. Mercer Advisors builds family offices aligned with client interests. That shared obsession is core to both firms and anchors our partnership. Claude helps our teams to work seamlessly across clients' financial lives, while judgment and accountability stay with the advisor. That is how AI should work in any profession built on trust.”