Anthropic's new Claude tool is here to help financial advisors — add AI to your spreadsheets, portfolios, CRMs, and more

Five-sixths of a financial advisor's time is spent doing prep and adminClaude for Financial Advisors is an assistant that sits on top of existing toolsAnthropic is offering a one-time usage credit to new Enterprise customersJust days after rival company OpenAI announced its own upgrades targeting the financial services, Anthropic has lifted the...