Claude for Financial Services Integrations

Google Cloud is a cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes. New customers get $300 in free credits to run, test, and deploy workloads. All customers can use 25+ products for free, up to monthly usage limits. Use Google's core infrastructure, data analytics & machine learning. Secure and fully featured for all enterprises. Tap into big data to find answers faster and build better products. Grow from prototype to production to planet-scale, without having to think about capacity, reliability or performance. From virtual machines with proven price/performance advantages to a fully managed app development platform. Scalable, resilient, high performance object storage and databases for your applications. State-of-the-art software-defined networking products on Google’s private fiber network. Fully managed data warehousing, batch and stream processing, data exploration, Hadoop/Spark, and messaging.

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

Amazon Web Services (AWS) is the world’s most comprehensive cloud platform, trusted by millions of customers across industries. From startups to global enterprises and government agencies, AWS provides on-demand solutions for compute, storage, networking, AI, analytics, and more. The platform empowers organizations to innovate faster, reduce costs, and scale globally with unmatched flexibility and reliability. With services like Amazon EC2 for compute, Amazon S3 for storage, SageMaker for AI/ML, and CloudFront for content delivery, AWS covers nearly every business and technical need. Its global infrastructure spans 120 availability zones across 38 regions, ensuring resilience, compliance, and security. Backed by the largest community of customers, partners, and developers, AWS continues to lead the cloud industry in innovation and operational expertise.

Snowflake is a comprehensive AI Data Cloud platform designed to eliminate data silos and simplify data architectures, enabling organizations to get more value from their data. The platform offers interoperable storage that provides near-infinite scale and access to diverse data sources, both inside and outside Snowflake. Its elastic compute engine delivers high performance for any number of users, workloads, and data volumes with seamless scalability. Snowflake’s Cortex AI accelerates enterprise AI by providing secure access to leading large language models (LLMs) and data chat services. The platform’s cloud services automate complex resource management, ensuring reliability and cost efficiency. Trusted by over 11,000 global customers across industries, Snowflake helps businesses collaborate on data, build data applications, and maintain a competitive edge.

Claude is a next-generation AI assistant developed by Anthropic to help individuals and teams solve complex problems with safety, accuracy, and reliability at its core. It is designed to support a wide range of tasks, including writing, editing, coding, data analysis, and research. Claude allows users to create and iterate on documents, websites, graphics, and code directly within chat using collaborative tools like Artifacts. The platform supports file uploads, image analysis, and data visualization to enhance productivity and understanding. Claude is available across web, iOS, and Android, making it accessible wherever work happens. With built-in web search and extended reasoning capabilities, Claude helps users find information and think through challenging problems more effectively. Anthropic emphasizes security, privacy, and responsible AI development to ensure Claude can be trusted in professional and personal workflows.

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution

Model Context Protocol (MCP) is an open protocol designed to standardize how applications provide context to large language models (LLMs). It acts as a universal connector, similar to a USB-C port, allowing LLMs to seamlessly integrate with various data sources and tools. MCP supports a client-server architecture, enabling programs (clients) to interact with lightweight servers that expose specific capabilities. With growing pre-built integrations and flexibility to switch between LLM vendors, MCP helps users build complex workflows and AI agents while ensuring secure data management within their infrastructure.

Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.

The Databricks Data Intelligence Platform allows your entire organization to use data and AI. It’s built on a lakehouse to provide an open, unified foundation for all data and governance, and is powered by a Data Intelligence Engine that understands the uniqueness of your data. The winners in every industry will be data and AI companies. From ETL to data warehousing to generative AI, Databricks helps you simplify and accelerate your data and AI goals. Databricks combines generative AI with the unification benefits of a lakehouse to power a Data Intelligence Engine that understands the unique semantics of your data. This allows the Databricks Platform to automatically optimize performance and manage infrastructure in ways unique to your business. The Data Intelligence Engine understands your organization’s language, so search and discovery of new data is as easy as asking a question like you would to a coworker.

Foundry is a transformative data platform built to help solve the modern enterprise’s most critical problems by creating a central operating system for an organization’s data, while securely integrating siloed data sources into a common analytics and operations picture. Palantir works with commercial companies and government organizations alike to close the operational loop, feeding real-time data into your data science models and updating source systems. With a breadth of industry-leading capabilities, Palantir can help enterprises traverse and operationalize data to enable and scale decision-making, alongside best-in-class security, data protection, and governance. Foundry was named by Forrester as a leader in the The Forrester Wave™: AI/ML Platforms, Q3 2022. Scoring the highest marks possible in product vision, performance, market approach, and applications criteria. As a Dresner-Award winning platform, Foundry is the overall leader in the BI and Analytics market and rate

Whether you are a fund administrator looking for greater precision and controls across funds from a scalable private equity software or an asset manager in search of a cost-effective reporting and reconciliation solution for deal-by-deal waterfall calculations, Cascade Suite has the accuracy, efficiency, and a range of deployment models to meet your needs. Increased transparency and controls for investors and regulators. Automated complex allocations and calculations. Reduced operational expenses. These are just a few of the benefits offered by Cascade Suite. This powerful and flexible proprietary private equity software provides a scalable and efficient solution for your alternative investment infrastructure. Supports private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts.

Free up resources with automated bookkeeping for accurate spend data, in near real-time. Books are closed daily, weekly and monthly—automatically—so you can make informed decisions with confidence. Customizable, user-friendly charts and graphs can show vital KPIs like working capital, accounts payable and receivable, P&L, balance sheets, and trend reporting. Get a holistic picture with data updated every 15 minutes. An easy-to-use portal allows you to review and settle every open financial transaction. Connect third-party services like Sage Intaact, QuickBooks and Bill.com, and tackle your back office with ease. Need a hand? A dedicated PwC professional is here to help. Bookkeeping Connect, a PwC product, helps bring PwC’s 100+ years of excellence to not-for-profits, SMBs, family offices, private companies and service firms. Get personalized introductions to PwC subject matter experts who specialize in M&As, R&D tax credits, capital markets and more.

Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time.

Turing optimizes, streamlines, and intelligently guides CPG product development. Eliminate manual and physical analysis. Go from idea to production in one place, and faster than ever before. Organizations spend millions endlessly collecting and aggregating data to build accurate models. Turing best-in-class algorithms require significantly less data than generic ML/AI. No more months spent on data aggregation. Turing empowers R&D and product development to combine typically disparate, incompatible data from varying systems into a single platform. Leverage Turing’s AI to discover unique insights and combinations previously buried in siloed data. Develop better prototypes faster. With Turing, you can collaborate and co-create across all stages of product development, from concept to commercialization, within a single platform. Make data-driven product, packaging, or process decisions in real-time, and skip the physical trial-and-error roundabout.

We won’t argue about whether modeling is a science or an art, but we know it matters that you use the best data to start with. Daloopa extracts and organizes data from millions of financial reports, investor presentations, and supplemental data files to jump start your process. Whether you use our data sheets, your own models, or someone else’s, take a load off of your plate with Daloopa’s one-click updating to fill in any and all missing quarters in your existing formatting as hard-coded numbers. It’s hard enough maintaining just your portfolio companies during earnings season, much less tracking the entire industry. With Daloopa's KPI builder, step back and get an easy bird’s eye view with automatic updates each quarter. Daloopa's offering of the deepest set of historical data available allows you to bring your A-game to an increasingly efficient market. Determine your hypothesis before the tides turn.

Easy, reliable and cost-effective Governance, Risk and Compliance that enables insightful, risk-based decisions and enhanced business performance. KPMG Risk Hub provides a holistic view of risks, integrating information and data across all levels of the business through an interactive, cloud-based technology solution for real-time risk management. In a global alliance with IBM®, KPMG provides this complete managed risk service at a flexible and scalable level that meets your business's unique needs. With its integrated data, effective reporting and powerful analytics, KPMG Risk Hub helps leaders make insightful risk-based decisions to enhance business performance.