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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dun & Bradstreet’s ChatD&B offers a powerful, AI-driven chat interface that simplifies how organizations research and assess companies. Instead of traditional complex filtering, users interact naturally by asking questions in their own words to receive tailored insights such as company financials, risk scores, and market data. The platform taps into the vast Dun & Bradstreet Data Cloud to deliver real-time, reliable information that supports smarter, faster business decisions. Enhanced features include visibility into the data sources behind results, chat history for audit trails, and quick answers to product-related queries. ChatD&B is designed to optimize workflows across sales, finance, and risk management by providing instant access to trusted company data. It helps teams discover new opportunities, evaluate customers, and make confident decisions all through easy chat conversations. The platform also enables better compliance and verification by allowing users to track and reference past interactions. With ChatD&B, organizations can accelerate growth and reduce operational friction.

Description

Claude for Financial Services revolutionizes the realm of institutional finance by integrating cutting-edge AI with robust financial data infrastructure and top-tier security into a cohesive intelligence framework. This Financial Analysis Solution seamlessly links key data sources, including S&P Global, Daloopa, and various internal systems within a single interface, ensuring that each data point is directly traceable to its original source for immediate verification and complete transparency. Designed with privacy at its core, it guarantees that your inputs and outputs will not contribute to the training of the underlying models by default. The platform also features guided onboarding and MCP-based connectors, facilitating smooth deployment in diverse environments such as banking, insurance, asset management, and fintech. With its native workflows and intelligent search functions, teams can efficiently handle intricate financial tasks on a large scale, quickly verifying information across numerous sources to minimize errors and conduct detailed analyses in mere minutes instead of hours. This innovative approach not only enhances productivity but also empowers financial professionals to make more informed decisions rapidly.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Box No 
Claude No 
Daloopa No 
Databricks No 
Deloitte Cascade Suite No 
FactSet No 
Google Cloud Platform No 
KPMG Risk Hub No 
Model Context Protocol (MCP) No 
Morningstar No 
Palantir Foundry No 
PitchBook No 
PwC Bookkeeping Connect No 
S&P Capital IQ Desktop No 
Snowflake No 
Turing No 

Integrations

Amazon Web Services (AWS) Yes 
Box Yes 
Claude Yes 
Daloopa Yes 
Databricks Yes 
Deloitte Cascade Suite Yes 
FactSet Yes 
Google Cloud Platform Yes 
KPMG Risk Hub Yes 
Model Context Protocol (MCP) Yes 
Morningstar Yes 
Palantir Foundry Yes 
PitchBook Yes 
PwC Bookkeeping Connect Yes 
S&P Capital IQ Desktop Yes 
Snowflake Yes 
Turing Yes 

Pricing Details

Contact vendor for pricing
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dun & Bradstreet

Founded

1841

Country

United States

Website

www.dnb.com/en-us/products/chatdnb.html

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

www.anthropic.com/solutions/financial-services

Product Features

Market Research

Benchmarking No 
Compensation Management No 
Data Management No 
Email / Online No 
Face-to-Face No 
Panel Management No 
Paper-Based No 
Phone-Based No 
Sample Management No 
Statistical Analysis No 
Survey Management No 

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

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