Claude Workshop for Financial Services

About

Financial services has moved from piloting AI to running it. The firms pulling ahead aren’t the ones with the most pilots. They’re the ones whose people know how to direct agents and judge what comes back.

Claude Workshop for Financial Services is an afternoon in-person product session for leaders at banks, asset and wealth managers, and insurers. It’s built for people who run high-scrutiny work across the front, middle and back office, from client coverage and investment decisions to underwriting, risk, operations and finance.

Workshop program

Claude overview. A 45-minute walkthrough of Claude as a coworker, not a chat window. You’ll see:

• how Claude moves from answering questions to doing the work: you set the goal, and it plans, executes, verifies and delivers, pushing back when something looks wrong
• how to choose the right model and effort level for the task, from quick triage to credit committee analysis
• connectors to the data and systems you already use, including Outlook, SharePoint, Teams, Slack, plus your own internal systems
• how skills capture your expertise, scheduled tasks run on their own, and plugins package it all, starting with Anthropic’s official finance plugins

Build session. Open your own laptop and step into the role of head of capital planning at a fictional $180 billion bank. A new capital rule landed overnight, and the number that goes to the board is yours. You will:

• have Claude read the rule against the bank’s loans, trading positions, models and research
• run five function skills: credit impact, desk tests, model impact, coverage scan and position triage
• assemble a one-pager for the chief risk officer with the number, drivers and assumptions
• verify the answer against the source documents before it goes to the board
• save two reusable skills in your own Claude environment, ready for the next rule

Why attend

See Claude work as a coworker. Watch it plan, do the work and check itself, connected to your market data and internal systems, with Anthropic’s official finance plugins as a starting point for your own skills and standards.

Work a real regulatory change. In 90 minutes, take a new capital rule from overnight publication to a board-ready answer, then check it against the source documents. Learning to judge what comes back is what separates running AI from piloting it.

Hear how firms get from pilot to production. A candid conversation on governance, controls and team readiness for deploying AI in the most regulated industry there is.

Leave with skills you can reuse. You’ll keep a one-pager skill and a verification skill, saved in your own Claude environment, ready for the next rule.

Meet the people working with Claude. Stay for the networking reception with the Anthropic and Provectus teams and your peers from across the industry.

Who should attend

Claude Workshop for Financial Services is built for Director and VP-level leaders across banking and capital markets, asset and wealth management, and insurance. Their teams own the document-heavy, high-scrutiny work that runs every week.

• VP / Director, Finance, FP&A & Office of the CFO
• VP / Director, Investment Research & Portfolio Management
• VP / Director, Credit, Underwriting & Risk
• VP / Director, Operations (Fund Accounting, Reconciliation, KYC & Onboarding)
• VP / Director, Compliance
• VP / Director, Client Service & Relationship Management

Schedule

• 12:30 PM – 1:30 PM: Check-in & Claude setup support
• 1:30 PM – 1:45 PM: Welcome, agenda & goal setting
• 1:45 PM – 2:30 PM: Claude overview
• 2:30 PM – 2:45 PM: Snack break
• 2:45 PM – 4:15 PM: Live demo & build session: Hands-on with Claude
• 4:15 PM – 4:30 PM: Closing remarks
• 4:30 PM – 5:30 PM: Networking reception

What to bring

Your laptop. The build session is hands-on, and you’ll leave with something saved in Cowork.
A workflow you’d love to hand off. The monthly variance pack, the credit memo, the client review deck, the reconciliation that eats your Mondays. Bring the one you’d hand off first.

The fine print

• The event is free to attend, and refreshments will be provided.
• Space is limited.
• Registration is required, subject to approval, and non-transferable.
• Attendance is limited to director-level professionals and above at financial services organizations. We may contact you to verify your role.