claude-for-financial-services

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out

Operational workflows: KYC document parsing and rules-grid evaluation

Comps, precedents, LBO to a branded pitch deck, end to end

Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist

Earnings call and filings to model update to note draft

Briefing pack before every client meeting

DCF, LBO, 3-statement, comps - live in Excel

Finds breaks, traces root cause, routes for sign-off

Parses onboarding docs, runs the rules engine, flags gaps

Ingests GP packages, runs valuation template, stages LP reporting

Accruals, roll-forwards, variance commentary

Audits pre-generated LP statements before distribution

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries

Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.