Anthropic built Claude to do real work inside a financial services practice. It reads your spreadsheets, edits your decks, drafts the client review, distills the research, and source-attributes every number it produces. The next step, configuring it for how your firm actually runs and the way you serve your clients, is implementation. That gap is what we close.
In a small advisory practice the same handful of tasks pull at every team we talk to. Different books of business, same shape: deadline-driven, judgment-heavy client work that scales by adding hours, not by getting smarter. And underneath all of it, the gap between an advisor who knows Claude could help and an advisor who has the time to figure out how.
Anthropic built Claude to do real work in financial services. It works inside Excel and PowerPoint where the practice already lives, synthesizes documents and research, and source-attributes its outputs so the numbers are traceable. We are squarely behind the product.
What a small advisory practice needs on top of that is implementation: the same capability, configured for how your firm actually serves its clients. The way the quarterly review reads for the kind of client you work with. The meeting-prep rhythm your team already uses. The plan deliverable in your firm's format and voice. The follow-up note that fits both the file and the client. That is the layer where capability becomes daily practice, and it is the layer we build.
Claude does the assembly. The advisor owns every recommendation, every number, every word that goes to a client. Outputs are source-attributed, so any figure in a review deck or a plan can be traced back to the underlying data before the meeting. That is not a limitation, that is the design, and it is the right one for advisory work.
Specific workflows, configured for the way your practice already serves its clients. Not generic capability lists.
Shannon Advisory is built around one job: getting Claude actually working inside small and midsize organizations. For an advisory practice, that means the quarterly review deck is ready when you walk into the meeting, the follow-up email is in the client's inbox the same afternoon, and every number in the plan can be traced back to its source before it lands in front of the client.
We are building the firm around formal Claude certification, with our team pursuing Anthropic's Claude Certified Architect credential.
For most practices, the right first step is a scoped engagement: one high-leverage workflow, fully configured, with a fixed timeline and a money-back guarantee. If the practice needs ongoing implementation capacity, the fractional Head of AI retainer takes over from there.
One high-leverage workflow, fully implemented. Four to six weeks from kickoff to handoff. From $7,500. If the workflow does not work as scoped, you pay nothing.
See the engagement pageNot sure where to start? The call is the right next step. See the fractional Head of AI retainer for ongoing capacity.
Yes. This page is for the independent practice: the RIA, the wealth manager, the financial planner running a book of business with a small team. The work the page covers, portfolio reviews, meeting prep, planning deliverables, client reporting and follow-up, is the work that pulls at a small advisory practice. We configure Claude for how your firm actually does that work and how your clients expect to hear from you.
Anthropic operates the infrastructure that handles enterprise security and compliance for Claude. Our work is the configuration layer on top. For an advisory practice, that means we map data flow before writing a prompt: where client information lives, what stays inside the firm, what gets sent to Claude, and which deployment posture matches your obligations. We do not make compliance claims on our own behalf. We design the workflow around the posture your practice needs.
Source attribution is part of the configuration, not an afterthought. Every number Claude produces is traceable back to the underlying data: a cell in the spreadsheet, a line in the statement, a row in the report. The advisor verifies the numbers before anything goes to a client; that is the design, and it is the right one for advisory work. We build the workflow so verification is a five-minute review, not a rebuild.
The work between client meetings. The quarterly review deck assembled in your firm's format, ready for you to walk in. The pre-meeting brief on the client's situation, recent activity, and outstanding items. The follow-up note and the file documentation drafted from the meeting. The planning deliverable built in your template, customized to the client. The market or product research distilled for what is relevant to this client, not a generic monthly memo. The advisor still owns the recommendation. Claude does the assembly.
An honest conversation about your practice, the work that is eating your week, and whether we can help.
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