Proposed work · Financial services

Anthropic Advisor Desktop

We are exploring work around the Anthropic Advisor Desktop: helping financial-services firms consider how AI could support an advisor's working day, from preparation and knowledge access to service workflows and follow-up. The focus is on useful, governed capabilities within the firm's own operating environment.

Product and partnership details · Pending verification

The product's scope, availability and capabilities still need verification. This page describes proposed advisory and delivery work, not a confirmed Anthropic partnership, a completed implementation or a packaged product.

Where we help

Strategy and target state.: Identify the advisor-desktop use case, the business outcomes it should serve and how it would fit the firm's technology and operating model.
Data and infrastructure readiness.: Assess the knowledge, data access, identity, integration and runtime foundation the use case requires; scope gaps with internal owners and delivery partners.
Advisor-facing skills, agents and workflows.: Design capabilities around real advisor work, with clear boundaries for human judgment, client communication and the systems each workflow needs.
Governance and clearance.: Establish ownership, permitted data and actions, review requirements and evidence before capabilities are made available to advisors.
Pilot, measurement and adoption.: Define a scoped pilot with advisor and control owners, measure usefulness and quality against a baseline, and prepare the adoption approach.
Implementation and ongoing support.: Build and integrate the agreed capabilities, establish ownership and handoff, and scope monitoring, support and improvement around the firm's needs.

Phases

Begin with an advisor-desktop assessment or include the use case in a broader program. Continue into delivery only when the scope, foundation and owners are agreed.

Program
Build
Install
Maintain

Discuss an advisor-desktop use case or an assessment.

Discuss an advisor-desktop use case