A Head Start with Claude, Part 2: Make It Yours

​You got Claude to help once, but you still retype the same context every time. The next step is making it repeatable.

​This is a 45-minute working session that builds on Part 1. Part 1 helps, but it is not required, and we will recap the basics.

​What we will do: take one task you do every week, write down the steps in plain language, and save it as a reusable skill, or a Claude Project with set instructions, that you can run again next week without starting from scratch.

​Who it is for: everyone in investment and wealth management, every role. Newer to AI is welcome.

​You will leave with one workflow saved as a reusable Claude setup you can use right away.

​Bring one task you repeat weekly, and a non-confidential example to build on. Please use sample data, not real client information.

ABOUT THE HOST:

Yvonne Newlands is Co-Founder and Managing Partner of Trekka, where she helps companies, teams, and individuals adopt AI through education, strategy, and implementation, so it fits the way they actually work. She is the inaugural AI instructor for 100 Women in Finance's AI Academy. Earlier, she led more than 30 enterprise transformations at Accenture and EY, ran supply chain operations at Apple, and shipped AI agents to production at venture-backed AI startups.