Anthropic Deploys Claude to Automate Financial Adviser Prep Work

Anthropic released a suite of connectors and workflow skills designed to enable financial advisers to save time on prep and paperwork so they can spend more time with clients, the company said in a Monday (Sept. The new Claude for Financial Advisors enables Claude to be connected to the custodians, portfolio platforms, customer relationship management (CRM) systems and planning tools used by financial advisers, according to the post. Claude for Financial Advisors also features new