Claude for Financial Analysis

Hi everyone,

This week, we're diving into how Claude is making waves in financial analysis. It's amazing to see AI taking on complex challenges.

We'll also explore some awesome Featured Notebooks on NotebookLM. They're definitely worth checking out for any productivity enthusiast.

Also, check out our partners today: Section and InFlow.

Let's get right into it.

In this issue:

• 🤝 In Partnership: Free event with Section

• 🤿Deep Dive: Claude tackles financial analysis

• 🖼️AI Art: Examples of great and trending AI art

• 🤝 Supported by: Track everything effortlessly

• 🤿Deep Dive: Featured Notebooks now on NotebookLM

• ⚒️Tool Snapshots: Tools for AI, no-code, and productivity

• 📰Top News: News on AI, no-code, and productivity

🤝IN PARTNERSHIP WITH SECTION

Free event – July 30:
Join Baris Gultekin, Head of AI at Snowflake, for a conversation around what should actually concern you when it comes to AI and your data

Section found that 60% of knowledge workers limit AI usage because they’re worried about data privacy. So they’ve invited Snowflake’s Head of AI, Baris Gultekin, to join them in a conversation on July 30 around which AI data fears are myths and which hold water.

They’ll address questions like:

• Are we saying goodbye to privacy and data control by using AI?

• What are the most important data hygiene practices everyone should be using with AI?

• How should leaders approach data governance with AI to keep company information safe?

There’s no charge to attend, but registration is required. Join us on July 30 from 12 - 1pm ET for this insight-filled event.

🤿 DEEP DIVE

Anthropic Introduces Claude-Powered AI Solution to Transform Financial Analysis

Intelligence: Anthropic has launched an integrated Financial Analysis Solution using its advanced Claude AI to streamline how finance professionals access market data, conduct research, and make investment decisions, combining security, transparency, and efficiency.

• The platform unifies external market feeds and internal data from systems like Databricks and Snowflake, allowing users to access all relevant financial information through a single interface with direct links to source materials for easy verification.

• Claude 4 models have outperformed other AI systems in financial analysis benchmarks, notably passing 5 of 7 levels in the Financial Modeling World Cup and scoring 83% accuracy on advanced Excel tasks.

• The solution supports large-scale, demanding workloads, enabling tasks like compliance automation, Monte Carlo simulations, and proprietary model development, with expanded usage limits.

• Integration partners include top data providers such as FactSet, S&P Global, Morningstar, Databricks, Palantir, PitchBook, and Snowflake. These integrations provide real-time access to a comprehensive set of financial data, including equity prices and fundamentals, as well as private capital market intelligence.

• Major consulting firms (including Deloitte, KPMG, PwC, Slalom, TribeAI, and Turing) are offering tailored adoption support, helping firms modernize code, automate compliance, improve research workflows, and drive large-scale AI adoption.

• Use cases include automating due diligence, streamlining portfolio analysis and benchmarking, supporting risk modeling, generating investment memos and pitch decks, and accelerating monitoring and reporting.

🖼️ AI ART

Examples of great and trending AI art

🤝SUPPORTED BY INFLOW

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🤿 DEEP DIVE

Google’s NotebookLM Launches Featured Notebooks

Intelligence: Google has introduced a new feature for its AI-powered research tool, NotebookLM, offering curated "featured notebooks" created with prominent authors, journalists, and organizations to help users explore diverse topics with high-quality, trusted sources.

• NotebookLM now features collections curated with respected partners, including authors such as Eric Topol, Arthur C. Brooks, psychology professor Jacqueline Nesi, and publications like The Economist and The Atlantic.

• The initial lineup of featured notebooks covers a wide array of interests, such as longevity, predictions for 2025, science-focused travel guides, trends in human well-being from Our World In Data, evidence-based parenting advice, Shakespeare’s complete works, and Q1 earnings summaries for major public companies.

• Users can interact with these notebooks using NotebookLM’s core features. Reading sources, asking questions with citations, listening to audio overviews, and visually exploring themes via Mind Maps.

• Partners voiced enthusiasm for the collaboration, highlighting the innovative use of AI to make expert knowledge interactive and accessible. The Economist noted this as its first AI partnership.

• Featured notebooks are rolling out to desktop users, enabling wider access to curated and public knowledge collections.

⚒️ TOOL SNAPSHOTS

Futuristic tools within AI, no-code, and productivity

• 📊 MCP for Google Sheets - Transform Sheets into a CRM powerhouse. Free option available.

• 💡 PPT.AI - Automates creation of stunning presentations effortlessly. Free option available.

• 📧 ELMA - Instant, high-converting, automated email campaigns in your brand tone. Free to try.

• 🔗 Directory by Claude - Seamless integration with tools, enhancing project management. Free option available.

ℹ️ ABOUT US

The Intelligent Worker helps you to be more productive at work with AI, automation, no-code, and other technologies.

We like real, practical, and tangible use-cases and hate hand-wavy, theoretical, and abstract concepts that don’t drive real-world outcomes.

Our mission is to empower individuals, boost their productivity, and future-proof their careers.

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