Inside Anthropic’s Wall Street Strategy
An interview with Jonathan Pelosi, Head of Financial Services at Anthropic
OpenAI rival Anthropic has focused on selling its models to large enterprise customers. In July, the company launched Claude for Financial Services, a domain specific platform built for regulated finance and run by its frontier language models.
Early users span hedge funds, insurers, and sovereign wealth funds. Bridgewater has used Claude to help researchers query internal documents and data. AIG has applied it to underwriting and risk analysis. Norway’s sovereign wealth fund, NBIM, uses it to work through policy and investment material at scale.
I was happy to speak with Jonathan Pelosi, who leads Anthropic’s financial services effort, about how firms are actually using the product. Here is what readers will learn from the conversation.
How Anthropic is tailoring large language models for regulated financial workflows
What Claude for Financial Services is designed to do in day-to-day finance tasks
How skills and Model Context Protocol connect models to firm-specific workflows and data
Why…
