Claude Workshop for Financial Services - New York City
About
Financial services has moved from piloting AI to running it. The firms pulling ahead aren’t the ones with the most pilots. They’re the ones whose people know how to direct agents and judge what comes back.
Claude Workshop for Financial Services is a half-day, in-person product session for leaders at banks, asset and wealth managers, and insurers. It’s for people who live in models, memos, decks and their inboxes, and who run high-scrutiny work across the front, middle and back office.
You’ll watch a live “Day in the Life” demo that follows a financial services leader through a real workday with Claude:
a morning brief pulled from Outlook, overnight market moves and the deal pipeline
the variance commentary the CFO needed by noon
the pitch deck that built itself from the model in Excel
the reconciliation queue an agent cleared before close
the internal tool Engineering said they couldn’t get to this quarter
Then you’ll open your own laptop and build something real for your role, with the Anthropic and [partner] teams in the room to help.
The focus is the product, the people who build it, and the work you do every week.
Why attend
See Claude handle a financial services workday. You’ll see Claude in Excel, PowerPoint and Outlook, and Claude Cowork. You’ll also see connectors to the data your teams already rely on, such as FactSet, S&P Capital IQ, Moody’s, PitchBook and Morningstar, plus your internal systems. It’s shown as one continuous story, not a feature tour.
See the pre-built finance agents at work. Front to back office: pitch associate, credit analyst, KYC screening, month-end close and reconciliation. They come ready to deploy, and your firm can extend them with its own skills and standards.
Build something real in 75 minutes. A hands-on Cowork session with a starter project tailored to your role and sub-sector. Anthropic and partner teams will be on the floor to help.
Hear how firms get from pilot to production. A candid conversation on governance, controls and team readiness for deploying AI in the most regulated industry there is.
Leave with a plan, not a pile of notes. Every attendee leaves with a personalized “Your First Week with Claude” guide saved in Cowork, ready to open Monday morning.
Who should attend
Claude Workshop for Financial Services is built for Director and VP-level leaders across banking and capital markets, asset and wealth management, and insurance. Their teams own the document-heavy, high-scrutiny work that runs every week.
VP / Director, Finance, FP&A & Office of the CFO
VP / Director, Investment Research & Portfolio Management
VP / Director, Credit, Underwriting & Risk
VP / Director, Operations (Fund Accounting, Reconciliation, KYC & Onboarding)
VP / Director, Compliance
VP / Director, Client Service & Relationship Management
Agenda
1:00 – 1:45 PM: Check-in, laptop setup and tech support, demo stations, refreshments
1:45 – 2:30 PM: Main stage: “A Day in the Life of a Financial Services Leader” live demo
2:30 – 2:50 PM: Fireside chat: From pilot to production in a regulated industry
2:50 – 4:05 PM: Build session: hands-on with Cowork
4:05 – 4:30 PM: Show & Tell
4:30 – 5:00 PM: Closing remarks and networking reception
What to bring
Your laptop. The build session is hands-on, and you’ll leave with something saved in Cowork.
A workflow you’d love to hand off. The monthly variance pack, the credit memo, the client review deck, the reconciliation that eats your Mondays. Bring the one you’d hand off first.
The fine print
The event is free to attend, and refreshments will be provided.
Space is limited.
Registration is required, is subject to approval, and isn’t transferable.
Director-level and above at financial services organizations. We may reach out to confirm your role.