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ReadIndustries · Financial services
Claude for the work around your client meetings.
Anthropic built Claude for Financial Advisors to prepare the briefs, notes and drafts around your client meetings, connected to the custodians, CRMs and planning tools your practice already uses. Shannon Advisory trains your team on your firm's own client work and sets the plugin up in your firm with your IT provider.
Where we fit
Anthropic built Claude for Financial Advisors. We train your team on it and set it up in your firm.
The plugin connects Claude to the custodians, portfolio platforms, CRMs and planning tools a practice depends on, and it works alongside Claude in Excel and PowerPoint. Anthropic recommends its Enterprise plan for registered investment advisers, because it includes the audit logs that support recordkeeping. Anthropic's launch post is the place to start.
Setting it up in your firm is the work we do. We train your team on your own clients' work, set up the workspace and its admin settings with your IT provider, turn on the connectors your firm uses with the right permissions, write skills with your team in your review format, and hold weekly office hours.
The plugin stages client emails and CRM changes for your approval, Claude's figures cite their source so you can check them before the meeting, and you own every recommendation and every word that goes out.
Workflows
What Claude prepares for financial advisors.
A typical advisory practice spends only a sixth of its time in client meetings, according to Kitces research Anthropic cites. Here's where the rest goes, and what Claude prepares for your review once the advisor plugin is set up in your firm.
- Client portfolio reviewsHoldings, performance and allocations pulled into a review deck before every meeting. Claude drafts the review in your firm's format, with the talking points for this client and the source for every figure.
- Meeting prepGetting back up to speed on the client's situation, recent activity and open items before every call. Claude builds the brief from your CRM and custodian records, with the questions to be ready for.
- Follow-up and the file noteThe file note compliance expects and the email the client expects, the same afternoon. Left alone, it gets pushed, then rebuilt from memory. Claude drafts both from your meeting notes and stages the CRM update for your approval.
- Rebalance reviewWhich households have drifted from their target allocation this quarter. Claude checks allocations across accounts and drafts the review, and the trade decision stays with you.
- Plans and briefsThe plan, the proposal, the estate and tax brief: the work clients judge you on. Claude drafts it in your template, tailored to the client, with the assumptions called out. You own the recommendation.
- Marketing review and your AI policyClient-facing language checked against the SEC Marketing Rule, and a written policy for the firm's use of AI, which the SEC's 2026 examination priorities say examiners will assess. Claude flags potential issues and walks the firm through documenting its AI use, and your compliance officer decides.
Proof
Why us, specifically
Claude for Financial Advisors is new. Our case studies come from other industries.
The people on our client engagements hold Anthropic's Claude certifications.
Shannon Advisory is a Select partner in the Claude Partner Network Services Track.
How we work
Fitted to how your firm serves its clients.
Claude for Financial Advisors is set up in your workspace where your plan supports it. If a system your firm depends on has no Claude connector, we can build one.
What we do
Adopt
Training on your own work, setup with your IT team, connecting the systems Claude connects to, weekly office hours, and skills written with your team.
See AdoptBuild
Custom connectors for systems Claude doesn't connect to yet, and apps that replace a manual routine.
See BuildA first engagement runs about three months. Most clients keep us on after that, by the quarter or the year. Pricing by proposal.
FAQ
Questions advisors ask before the first call.
We're a small advisory practice. Is this built for us?
Yes. Shannon Advisory works with the independent practice: the RIA, the wealth manager, the planner running a book of business with a small team. We configure Claude for how your firm works and how your clients expect to hear from you.
We have Claude for Financial Advisors. What does an implementation partner add?
Use the plugin. Anthropic built it for this work. Setting it up in your firm is a separate job: training on your own clients' work, the workspace and admin settings with your IT provider, the connectors to your custodian, CRM and planning tools with the right permissions, skills written in your review format, and weekly office hours after the training.
Can Claude work with our client data and reporting securely?
Anthropic recommends its Enterprise plan for registered investment advisers, because it includes the audit logs that support recordkeeping, and Claude for Financial Advisors stages client communications and CRM changes for the advisor's approval. Before we set anything up, we map where client information lives, what stays inside the firm, what goes to Claude, and which deployment option matches your obligations. Your compliance officer decides what's retained and how the firm describes its AI use. We don't make compliance claims ourselves.
Does Anthropic train Claude on our clients' data?
Not by default on its commercial products. Anthropic's privacy center says: "By default, we will not use your inputs or outputs from our commercial products (e.g. Claude for Work, Anthropic API, Claude Gov, etc.) to train our models." The exception is data you choose to share, such as feedback through the thumbs up or down button. Our post Why AI Companies Don't Train on Enterprise Data covers what that promise does and doesn't include.
How does Claude handle accuracy on client-facing numbers?
Claude cites its sources. In Excel, its answers come with cell-level citations, and Anthropic's financial services tools attribute each output to its source so you can verify the work before you act. You check the numbers before anything goes to a client. Anthropic's own guidance is that AI-generated financial analysis should be reviewed by qualified professionals.
Where does Claude actually help an advisor day to day?
Mostly between meetings: the review deck in your format, the pre-meeting brief, the follow-up note and file documentation, the plan in your template, the research distilled to this client. You own the recommendation.
How long does it take to roll Claude out at a small advisory firm?
A first engagement runs about three months. Most clients keep us on after that, by the quarter or the year. Pricing by proposal, and your proposal sets the timeline.
Bring your next client review. We'll start there.
Tell us which meetings take the most prep and what your compliance officer needs to see. We'll tell you whether Claude fits.