Claude for Financial Services Integrations

Google Cloud serves as an online platform where users can develop anything from basic websites to intricate business applications, catering to organizations of all sizes. New users are welcomed with a generous offer of $300 in credits, enabling them to experiment, deploy, and manage their workloads effectively, while also gaining access to over 25 products at no cost. Leveraging Google's foundational data analytics and machine learning capabilities, this service is accessible to all types of enterprises and emphasizes security and comprehensive features. By harnessing big data, businesses can enhance their products and accelerate their decision-making processes. The platform supports a seamless transition from initial prototypes to fully operational products, even scaling to accommodate global demands without concerns about reliability, capacity, or performance issues. With virtual machines that boast a strong performance-to-cost ratio and a fully-managed application development environment, users can also take advantage of high-performance, scalable, and resilient storage and database solutions. Furthermore, Google's private fiber network provides cutting-edge software-defined networking options, along with fully managed data warehousing, data exploration tools, and support for Hadoop/Spark as well as messaging services, making it an all-encompassing solution for modern digital needs.

Amazon Web Services (AWS) is a global leader in cloud computing, providing the broadest and deepest set of cloud capabilities on the market. From compute and storage to advanced analytics, AI, and agentic automation, AWS enables organizations to build, scale, and transform their businesses. Enterprises rely on AWS for secure, compliant infrastructure while startups leverage it to launch quickly and innovate without heavy upfront costs. The platform’s extensive service catalog includes solutions for machine learning (Amazon SageMaker), serverless computing (AWS Lambda), global content delivery (Amazon CloudFront), and managed databases (Amazon DynamoDB). With the launch of Amazon Q Developer and AWS Transform, AWS is also pioneering the next wave of agentic AI and modernization technologies. Its infrastructure spans 120 availability zones in 38 regions, with expansion plans into Saudi Arabia, Chile, and Europe’s Sovereign Cloud, guaranteeing unmatched global reach. Customers benefit from real-time scalability, security trusted by the world’s largest enterprises, and automation that streamlines complex operations. AWS is also home to the largest global partner network, marketplace, and developer community, making adoption easier and more collaborative. Training, certifications, and digital courses further support workforce upskilling in cloud and AI. Backed by years of operational expertise and constant innovation, AWS continues to redefine how the world builds and runs technology in the cloud era.

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

Snowflake is a leading AI Data Cloud platform designed to help organizations harness the full potential of their data by breaking down silos and streamlining data management with unmatched scale and simplicity. The platform’s interoperable storage capability offers near-infinite access to data across multiple clouds and regions, enabling seamless collaboration and analytics. Snowflake’s elastic compute engine ensures top-tier performance for diverse workloads, automatically scaling to meet demand and optimize costs. Cortex AI, Snowflake’s integrated AI service, provides enterprises secure access to industry-leading large language models and conversational AI capabilities to accelerate data-driven decision making. Snowflake’s comprehensive cloud services automate infrastructure management, helping businesses reduce operational complexity and improve reliability. Snowgrid extends data and app connectivity globally across regions and clouds with consistent security and governance. The Horizon Catalog is a powerful governance tool that ensures compliance, privacy, and controlled access to data assets. Snowflake Marketplace facilitates easy discovery and collaboration by connecting customers to vital data and applications within the AI Data Cloud ecosystem. Trusted by more than 11,000 customers globally, including leading brands across healthcare, finance, retail, and media, Snowflake drives innovation and competitive advantage. Their extensive developer resources, training, and community support empower organizations to build, deploy, and scale AI and data applications securely and efficiently.

Claude exemplifies an advanced AI language model designed to comprehend and generate text that closely mirrors human communication. Anthropic is an institution focused on the safety and research of artificial intelligence, striving to create AI systems that are reliable, understandable, and controllable. Although modern large-scale AI systems bring significant benefits, they also introduce challenges like unpredictability and opacity; therefore, our aim is to address these issues head-on. At present, our main focus is on progressing research to effectively confront these challenges; however, we foresee a wealth of opportunities in the future where our initiatives could provide both commercial success and societal improvements. As we forge ahead, we remain dedicated to enhancing the safety, functionality, and overall user experience of AI technologies, ensuring they serve humanity's best interests.

We provide tailored data solutions that optimize your workflow, powerful analytics that drive exceptional performance, and insights that grant important perspectives. FactSet serves over 6,000 organizations within the financial sector, assisting them in addressing critical challenges such as minimizing technology costs, creating efficient workflows, mitigating risks, and implementing robust data governance throughout their operations. With a network of more than 160,000 investment professionals depending on our comprehensive data feeds, desktop analytics, web and mobile tools, as well as dedicated client support, we transform the way they discover, assess, and capitalize on market opportunities. Our unwavering commitment to quality ensures that clients are consistently prepared to maneuver through the intricate dynamics of their respective industries, ultimately fostering a proactive approach to their strategic initiatives. Additionally, our innovative solutions adapt to the evolving demands of the market, reinforcing our position as a leader in financial analytics.

Established in 2007 and later acquired by Morningstar in 2016, PitchBook offers extensive data on both private and public markets to assist professionals in identifying and capitalizing on prime opportunities. Users can access PitchBook's rich data and insights through its acclaimed software, the PitchBook Platform, along with a variety of integrated tools, industry updates, and detailed reports. As a wholly-owned subsidiary of Morningstar, PitchBook operates from its headquarters in Seattle, London, and Singapore, while also maintaining offices in New York, San Francisco, and Hong Kong. With PitchBook, you can engage in activities like: - Analyzing private market intelligence - Fundraising initiatives - Investment sourcing - Conducting due diligence - Developing business strategies - Expanding your network - Executing deals The clientele that PitchBook serves includes: - Venture capital firms - Corporate development teams - Investment banks - Private equity firms - Limited partners - Legal practices - Accounting firms - Lenders - Commercial real estate companies - Executive recruitment agencies Discover the impact that comprehensive private market data can have on your operations by requesting a free trial today, and unlock new growth avenues for your business. Don't miss out on the opportunity to enhance your investment strategies with PitchBook's advanced resources.

The Model Context Protocol (MCP) serves as a versatile and open-source framework designed to enhance the interaction between artificial intelligence models and various external data sources. By facilitating the creation of intricate workflows, it allows developers to connect large language models (LLMs) with databases, files, and web services, thereby providing a standardized methodology for AI application development. With its client-server architecture, MCP guarantees smooth integration, and its continually expanding array of integrations simplifies the process of linking to different LLM providers. This protocol is particularly advantageous for developers aiming to construct scalable AI agents while prioritizing robust data security measures. Additionally, MCP's flexibility caters to a wide range of use cases across different industries, making it a valuable tool in the evolving landscape of AI technologies.

Discover new opportunities, navigate the ups and downs of the market, and deliver exceptional client experiences by harnessing the power of Morningstar's tools. Elevate client engagement through access to a leading source of in-depth investment analysis. Enable thoughtful investment assessments and communicate your insights effectively with adaptable technology enriched by Morningstar’s investment expertise. Cater to the unique needs of investors with tailored portfolios and indices that reflect a forward-thinking approach. In a time when shifting consumer demands and enhanced service experiences are pivotal to business models, Morningstar equips you to deliver personalized solutions at scale. Explore innovative tactics to grow your practice by attracting new clients, fostering deeper connections with existing ones, and maximizing customer lifetime value. By leveraging Morningstar, you can gain a competitive advantage, crafting investments, analytical tools, and persuasive narratives based on high-quality investment data. Utilizing these assets not only strengthens client relationships but also paves the way for sustained growth in your practice, ensuring that you remain at the forefront of the industry. In this dynamic landscape, the ability to adapt and respond to changing market conditions is more crucial than ever.

The Databricks Data Intelligence Platform empowers every individual within your organization to effectively utilize data and artificial intelligence. Built on a lakehouse architecture, it creates a unified and transparent foundation for comprehensive data management and governance, further enhanced by a Data Intelligence Engine that identifies the unique attributes of your data. Organizations that thrive across various industries will be those that effectively harness the potential of data and AI. Spanning a wide range of functions from ETL processes to data warehousing and generative AI, Databricks simplifies and accelerates the achievement of your data and AI aspirations. By integrating generative AI with the synergistic benefits of a lakehouse, Databricks energizes a Data Intelligence Engine that understands the specific semantics of your data. This capability allows the platform to automatically optimize performance and manage infrastructure in a way that is customized to the requirements of your organization. Moreover, the Data Intelligence Engine is designed to recognize the unique terminology of your business, making the search and exploration of new data as easy as asking a question to a peer, thereby enhancing collaboration and efficiency. This progressive approach not only reshapes how organizations engage with their data but also cultivates a culture of informed decision-making and deeper insights, ultimately leading to sustained competitive advantages.

Foundry is an innovative data platform designed to address the most significant challenges faced by modern enterprises by establishing a unified operating system for organizational data and seamlessly integrating isolated data sources into a cohesive framework for analytics and operations. Palantir collaborates with both commercial enterprises and governmental entities to enhance operational efficiency by providing real-time data to inform data science models and refreshing source systems accordingly. With a wide array of top-tier capabilities, Palantir empowers organizations to navigate and utilize data effectively, enhancing decision-making processes while ensuring robust security, data protection, and governance measures are in place. Recognized as a leader in The Forrester Wave™: AI/ML Platforms, Q3 2022, Foundry received the highest possible ratings for its product vision, performance, market strategy, and application criteria. Furthermore, as a recipient of the Dresner Award, Foundry stands out as the top platform in the Business Intelligence and Analytics sector, achieving a perfect customer satisfaction score of 5 out of 5. This combination of accolades underscores Foundry’s commitment to excellence and its pivotal role in shaping the future of data-driven decision-making for organizations across various industries.

Cascade Suite is crafted to meet the needs of fund administrators who require improved accuracy and oversight across multiple funds through a scalable private equity software solution, while also providing asset managers with a cost-effective tool for reporting and reconciling deal-by-deal waterfall calculations. It promotes greater transparency and ensures compliance for both regulators and investors, automates complex allocations and calculations, and significantly reduces operational expenses. These benefits are merely a glimpse into the capabilities of Cascade Suite. This powerful and flexible proprietary software serves as an exceptionally effective resource for your alternative investment structures, efficiently supporting industries such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With a variety of deployment options available, Cascade Suite is ready to revolutionize your investment management workflows, enhancing overall efficiency and productivity in the process.

Optimize your financial processes with automated bookkeeping that provides accurate spending analytics almost instantly. By automating the closure of daily, weekly, and monthly books, you can confidently make well-informed decisions. The platform features easy-to-use and customizable visuals that highlight key performance indicators including working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. You’ll receive a complete overview with data updates every 15 minutes, along with an intuitive portal for reviewing and reconciling all pending financial transactions. Furthermore, seamless integration with third-party applications such as Sage Intacct, QuickBooks, and Bill.com streamlines your back office operations. Should you require assistance, a dedicated expert from PwC is always on hand to offer support. PwC's Bookkeeping Connect leverages over a century of experience to assist not-for-profits, small and medium-sized enterprises, family offices, private companies, and service providers. Additionally, you will be personally connected with PwC specialists in areas like mergers and acquisitions, R&D tax credits, and capital markets, ensuring access to top-tier resources tailored to your unique circumstances. This customized approach not only boosts operational efficiency but also equips your organization to flourish in a competitive landscape while fostering long-term success.

In today's fast-moving market environment, investors expect instant access to news, financial information, and various insights. As a result, it's essential for your investor relations (IR) program to quickly adjust to these evolving demands. The S&P Capital IQ desktop provides IR specialists with crucial market intelligence, enabling them to assess analyst opinions, track shareholder movements, and benchmark their performance against rivals. Start your day with immediate access to key market insights that facilitate your success in this role. Our newly designed investor relations dashboard includes analytics specifically tailored for the IR workflow, featuring a customizable peer watch list, detailed ownership analysis of your company, market charts, significant industry updates, and the latest headlines. You can also smoothly access broker research, financial models, and industry reports in real-time. Furthermore, you will gain an understanding of why certain analysts may not be included in consensus estimates and can monitor individual analysts while linking their forecasts back to the original research. Utilizing our historical data allows you to track revisions and consensus trends over time, giving you a comprehensive perspective on market movements. This all-encompassing tool not only equips you with the resources needed to thrive but also ensures you remain proactive in a constantly changing financial landscape. By embracing these advanced features, you can elevate your IR strategy and strengthen your connections with stakeholders.

Turing streamlines and optimizes the creation of consumer packaged goods (CPG) by providing intelligent guidance, eliminating the need for cumbersome manual analyses. This allows teams to transition rapidly from concept to production using one cohesive platform. Many companies squander substantial resources on the relentless gathering and integration of data to formulate accurate models. In contrast, Turing's sophisticated algorithms require significantly less data than conventional machine learning or AI approaches. As a result, teams no longer face the lengthy process of data aggregation. Turing empowers research and development teams to combine data from various systems that typically do not work together, creating a unified platform. By leveraging Turing’s AI, organizations can discover insights and connections that were previously locked away in separate data silos, facilitating the rapid development of high-quality prototypes. With Turing, collaboration becomes effortless across all stages of product development, from the initial idea to the market launch, all within one integrated system. Real-time, data-driven decisions regarding products, packaging, or processes can be made, circumventing the slow and inefficient cycles of physical experimentation. This revolutionary method of product development enhances efficiency and saves time, leading to quicker market entry and superior results. As a result, Turing not only transforms the product development landscape but also positions businesses for greater success in a competitive marketplace.

While the debate over whether modeling is more of a science or an art is not our focus, it's clear that having high-quality data is essential. Daloopa enhances your workflow by efficiently extracting and organizing data from a wide range of financial statements, investor presentations, and additional documentation, enabling you to initiate your projects with ease. Regardless of whether you are working with our data sheets, your own models, or third-party sources, Daloopa’s one-click update feature significantly reduces your workload by automatically populating any missing quarters with validated figures. Managing only your portfolio companies during the earnings season can be daunting, and monitoring the entire industry adds another layer of complexity. With Daloopa's KPI builder at your disposal, you can step back for a holistic view, benefitting from automatic updates each quarter that keep your insights fresh. The comprehensive historical data available through Daloopa empowers you to thrive in a landscape where efficiency is paramount. By defining your hypothesis ahead of time, you position yourself to remain agile as market conditions evolve. This forward-thinking strategy ensures you are consistently ready to pivot in response to emerging data and insights, ultimately enhancing your decision-making capabilities.

Governance Risk and Compliance can be simple, dependable, and affordable, allowing for decision-making that is grounded in risk assessment while improving overall business outcomes. The KPMG Risk Hub is an innovative, cloud-driven technology platform that delivers an up-to-the-minute perspective on various risks. In collaboration with IBM®, KPMG provides this managed risk service in a way that is adaptable and scalable, addressing the specific requirements of each organization. With its comprehensive data integration, insightful reporting, and robust analytics, KPMG Risk Hub empowers organizational leaders to make well-informed, risk-focused business choices, ultimately driving performance and resilience. By leveraging these tools, businesses can navigate uncertainties with greater confidence.