Claude for Finance: 5-Hour Hands-On Workshop
Goldman Sachs is already running this. Citadel is already running this. Carlyle is already running this. Your firm will be too — the only question is whether you understand it or just hear about it in a meeting.
In May 2026, Anthropic released the most significant update to AI for financial services in its history. The world's largest banks, funds, and asset managers didn't wait. They were already in production.
Finance professionals who understand these tools will do in 20 minutes what used to take a full day. Those who don't will be doing the full day — for people who do.
This is the first workshop in Singapore to cover the full Claude finance stack hands-on.
Who this is for
Investment bankers, credit analysts, and corporate finance professionals
Accountants, controllers, and CFOs
Fund managers, wealth advisors, and finance operations teams
No coding or technical background required. Bring your laptop and a Claude account. A Claude Pro account or above is recommended (from S$28/month), as free accounts do not have access to the tools we cover.
What we cover
The full curriculum and step-by-step breakdown are reserved for registered attendees. Here is the shape of the day:
Part 1 — Context and Setup We cover what actually shipped in May 2026, why it matters, and get every tool installed and working on your machine in the room. You will not leave with a to-do list.
Part 2 — The Tools A deep dive into Claude for Excel and the new finance plugin capabilities. We walk through the tools you are about to use before you use them.
Part 3 — Three Hands-On Exercises This is where most of the day is spent. Three real finance workflows, done by you, with real outputs you take home.
Use Case 1: Investment Memo and Financial Analysis You receive a company brief and financials. You produce a professional investment memo and comparable company analysis. The kind of output that takes a junior analyst a full day.
Use Case 2: Financial Modelling and Scenario Analysis You build and stress-test a financial model with three scenarios, then present it — without leaving your spreadsheet or touching PowerPoint manually.
Use Case 3: Compliance, Audit and Regulatory Document Review You process a regulatory document, run a diligence checklist, and simulate a compliance workflow. The back-office work that keeps ops teams buried — done in a fraction of the time.
Part 4 — What Is Coming Next A brief look at where the firms ahead of you are already heading.
Part 5 — Q&A & Peer Exchange Power-user techniques for chaining use cases together. How to get your team onboard. Open Q&A with Lionel and Freddy. Peer troubleshooting and networking with fellow finance professionals who are building with AI.
The exact tools, slash commands, prompts, and step-by-step methods for each exercise are in the Finance Resource Kit — handed to registered attendees on the day only.
What you will leave with
Every tool installed and working on your laptop
Build three completed real-world finance outputs
The Finance Resource Kit — printed, annotated, yours to keep
A personal AI workflow blueprint with your Week 1 action plan
What to bring
Laptop (Mac or Windows)
Microsoft 365 with Excel
Claude Pro account or above — claude.ai/upgrade
Claude Desktop App installed — claude.ai/download
About the facilitator
Lionel Sim is the founder of The AI Capitol, Singapore's leading AI education and upskilling platform, and the organizer of OpenClaw Singapore, the largest OpenClaw community in the world with 5,000+ members. A former senior leader at Apple, TikTok, and Tencent, Lionel holds credentials from Stanford, Cornell, Harvard, and Wharton. He is an AdAge 40 Under 40 honoree and published author of "The AI Agent Revolution."
Freddy Lim is the founder of Claude Singapore Community, one of the fastest-growing AI communities in Southeast Asia. Freddy is recognised by Tatler Asia as one of 60 Game-Changers SG60 2025 and also the winner of Anthropic's Push to Prod hackthon in Singapore. Freddy runs multiple workshops every month, training audiences as large as 250 per session across enterprise, corporate, and public programmes.