How AI-driven Skills can automate core financial research workflows
Claude for Financial Services introduces a set of specialized Skills designed to support professionals in investment research, equity analysis, corporate finance, and transaction advisory.
These Skills provide Claude with targeted capabilities to perform valuation modeling, peer benchmarking, research documentation, and earnings analysis, all using standardized, finance-grade structures.
They are currently in research preview and available exclusively to users who join the Claude for Financial Services waitlist.
Enterprise clients can contact their account manager for early access.
Each Skill represents a ready-to-use workflow built for analysts and finance teams. Claude automatically invokes the relevant Skill when your task matches its function.
Purpose:
Generate benchmarking tables comparing a target company with public and private peers, including valuation multiples and operating metrics.
What it does:
Creates a peer analysis using both listed companies (for example, NSE/BSE peers in India or NYSE/NASDAQ abroad) and private players to benchmark valuations.
Typical Use Case:
“Generate a comps table for Infosys vs. TCS, HCLTech, and Accenture.”
Data Sources: