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 an afternoon in-person product session for leaders at banks, asset and wealth managers, and insurers. It’s built for people who run high-scrutiny work across the front, middle and back office, from client coverage and investment decisions to underwriting, risk, operations and finance. Workshop program Claude overview. A 45-minute walkthrough of Claude as a coworker, not a chat window. You’ll see: how Claude moves from answering questions to doing the work: you set the goal, and it plans, executes, verifies and delivers, pushing back when something looks wrong how to choose the right model and effort level for the task, from quick triage to credit committee analysis connectors to the data and systems you already use, including Outlook, SharePoint, Teams, Slack, plus your own internal systems how skills capture your expertise, scheduled tasks run on their own, and plugins package it all, starting with Anthropic’s official finance plugins Build session. Open your own laptop and step into the role of head of capital planning at a fictional $180 billion bank. A new capital rule landed overnight, and the number that goes to the board is yours. You will: have Claude read the rule against the bank’s loans, trading positions, models and research run five function skills: credit impact, desk tests, model impact, coverage scan and position triage assemble a one-pager for the chief risk officer with the number, drivers and assumptions verify the answer against the source documents before it goes to the board save two reusable skills in your own Claude environment, ready for the next rule Why attend See Claude work as a coworker. Watch it plan, do the work and check itself, connected to your market data and internal systems, wit