Financial services | Claude by Anthropic

“Our investment professionals live in data and analytical models, and Claude for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work — all with a step-change in efficiency.”

Atte Lahtiranta, Head of Core Engineering

“FIS sits at the center of how money moves for thousands of financial institutions worldwide. When we began to build AI agents, we knew we needed a provider we could trust. Anthropic was the clear choice. Together we're building an agent that compresses AML investigations from days to minutes, with credit decisioning, fraud prevention, and deposit retention agents to follow. FIS clients won't need to build this infrastructure themselves. It's already here.”

Stephanie Ferris, CEO and President

“With Eliza and Claude, we’re giving processes new digital employees who work the case end to end.”

Leigh-Ann Russell, CIO & Global Head of Engineering

“Carlyle has adopted Claude as a key part of our AI technology stack because of its strong coding capabilities, agentic reasoning, and continual advances in both the underlying models and key features. Claude is a core tool for delivering value across our firm from investing to operations to portfolio management.”

Matt Anderson, Chief Digital Officer

“Claude compresses and enhances the work before the meeting so each and every meeting is more impactful — prep time has been transformed into idea time, with faster workflows, richer client insights, and new use cases we didn’t anticipate.”

Patrick Suehnholz, Managing Director & Banking COO

“Since we started introducing personalized Claude and Claude Code assistants, we have seen significantly elevated levels of engineering excellence and meaningful improvements in productivity. We are pleased to be delivering value by putting AI to work in advancing the company’s strategic innovation priorities of extending our advantage in risk expertise; providing great experiences for our customers, distribution partners and employees; and optimizing our productivity and efficiency.”

Mojgan Lefebvre, Executive Vice President and Chief Technology & Operations Officer

“Claude for Excel powered by Claude Opus 4.6 represents a significant leap forward. From due diligence to financial modeling, it’s proving to be a remarkably powerful tool for our team - taking unstructured data and intelligently working with minimal prompting to meaningfully automate complex analysis. It’s an excellent example of AI augmenting investment professionals’ capabilities in tangible, time-saving ways.”

Lloyd Hilton, Head of Hg Catalyst

“Enterprise AI only works when it can verify who it is acting on. The world’s largest financial institutions rely on Dun & Bradstreet’s Commercial Graph and D-U-N-S® Number as the global standard for business identity and relationships: foundational to decisions from underwriting to customer acquisition. Bringing this into environments like Anthropic’s Claude ensures that AI systems and agents operate on verifiable data, understand real-world connections, and deliver the deterministic, auditable outcomes required in financial workflows. In parallel, D&B team members are using Anthropic’s Claude in their own workflows and continuing to explore how leveraging business intelligence with Claude can bring value to clients in new ways.”

Gary Kotovets, Chief Data and Analytics Officer

“Investors need AI they can trust — and trust starts with the data behind it. Morningstar and PitchBook bring decades of independent, analyst-backed intelligence to Claude, so users aren’t just getting faster answers. They’re getting better ones. Together, we’re building the intelligence layer that powers smarter decisions across public and private markets.”

Adam Wheat, Chief Technology Officer and Head of Data & Research Solutions

“Our clients — institutional investors, asset managers, hedge funds, and banks — increasingly want to run AI-assisted workflows directly against select sets of FactSet data. Partnering with Anthropic lets us bring Claude into a hosted programmatic environment where they can reason over our foundational market data, research, and analytics in the tools they already use. Internally, firm-wide Claude Code adoption across our engineering org is accelerating how quickly we can ship those capabilities.”

Kate Stepp, Chief AI Officer

“Working with Anthropic goes beyond deploying another AI tool—it’s about partnering with a company that understands the complexity that financial services requires. Claude excels by seamlessly integrating multiple data sources and automating workflows that previously consumed significant time. We’re collaborating with Anthropic to digitize workflows across our Capital Markets platform, ensuring our teams can dedicate more time to strategic thinking and relationship building that drives client growth.”

Bobby Grubert, Head of AI and Digital Innovation

“With our GenAI-ready data offerings, we continue to support our customers in their AI evolution—enriching our data via a semantic layer and delivering it through Model Context Protocol (MCP) servers and Smart APIs. Our partnership with Anthropic makes Moody’s vast data estate—including ratings, research and public and private company information— accessible directly where our customers are innovating.”

Cristina Pieretti, Head of Digital Content and Innovation

“75% of our engineers now save 8 to 10+ hours every week using our open source AI agent for creating SQL queries (codename goose)—accelerating velocity and cutting down on busywork. For the tasks we care about measuring specifically, the Claude family has performed the best.”

Bradley Axen, Principal Data and Machine Learning Engineer

“Anthropic’s multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claude will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.”

Varsha Mahadevan, Senior Engineering Manager

“LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claude, are expanding the opportunities for LSEG to build deep partnerships with customers.”

Ron Lefferts, Co-head, Data and Analytics

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