Anthropic targets financial advisers with new Claude tool

AI lab Anthropic on Monday ​launched a set ​of tools for financial advisers, connecting ​its Claude chatbot to investment analytics and wealth-management software from firms including BlackRock, Charles Schwab and Addepar.

The ‌product, ⁠called Claude ⁠for Financial Advisors, is designed to help ​financial services firms prepare for client meetings, review portfolios ​and handle follow-up work.

The launch comes days after rival OpenAI introduced a version ​of ChatGPT for the ⁠industry, targeting ‌investment bankers and equity researchers ​with ​tools for financial research, modeling ⁠and client materials.