Inside Claude for Financial Advisors

Most advisors spend more of their week getting ready for client meetings and following up on them than sitting with clients. One client review can mean pulling from the CRM, the custodian, portfolio reporting, the financial plan and last meeting’s notes, then logging every follow-up by hand.

Claude for Financial Advisors connects Claude to the tools your firm already runs on, with ready-made workflows for meeting prep, follow-ups, CRM updates and compliance checks. Claude does the heavy lifting. You give the advice. Join us for a walkthrough of how it works and how to get your firm started, including a one-time usage credit for advisory firms that set up a new Claude Enterprise plan by September 30.