Claude for Financial Services: Putting agents to work

A practitioner’s session on Claude capabilities specifically for financial services. We’ll show Claude taking on the analyst- and operations-grade work that fills your day and walk through how to deploy an agent against common workflows, wired into the data and tools you already use.

Featuring

No items found.

What you’ll learn

A working demo of Claude agents on representative financial services workflows — deal-side and operations — run end to end on the documents and data those workflows actually use
How to scope an agent to a specific role on your team: choosing the first workflow, connecting the right tools and data, and setting where it hands work back to you
What it takes to stand this up in a financial services environment — access, controls, oversight, and the deployment patterns we’ve seen get a first agent into daily use fast

Register now to attend

Register to watch recording

By submitting, you acknowledge the Anthropic Privacy Policy.

Your registration data is processed by Tenex to facilitate your attendance and participation at the webinar, including check-in and event updates. It will also be used for post-event follow-up. See the Tenex Privacy Policy for more on how Tenex processes your data.

Thank you for registering to watch

The recording of this webinar is not available yet.

Thank you for registering to watch

Thank you for registering

We’re excited to have you join us on

May 7, 2026

8:00 am

What’s next:

You'll receive a calendar invite with the webinar link within the next few minutes
A reminder email will be sent 24 hours before the event
All attendees will receive a recording link within 48 hours after the webinar

What’s next:

You'll receive a calendar invite with the webinar link within the next few minutes
A reminder email will be sent 24 hours before the event
All attendees will receive a recording link within 48 hours after the webinar

Have questions? Feel free to contact us at partner-marketing@anthropic.com. We look forward to seeing you there!