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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Similarix introduces a robust, read-only AI layer that enhances your storage capabilities, allowing for improved searching, sorting, and management of digital assets without making any changes to the original files. You can take advantage of advanced functionalities such as semantic search and deduplication, all while ensuring your files remain safe and unaltered. Setting up your data sources is a breeze with our straightforward configuration process. Once configured, our system automatically implements the AI features, enabling you to efficiently explore and manage your digital assets. You can utilize either our user-friendly interface or a powerful API, both designed to keep your original files intact. This customizable, read-only AI layer empowers you to elevate your data management experience, with seamless access through an intuitive dashboard or a reliable API, making it easier than ever to handle your digital resources.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon S3
Amazon Web Services (AWS)
Box
Claude
Daloopa
Databricks Data Intelligence Platform
Deloitte Cascade Suite
FactSet
Google Cloud Platform
Google Drive
KPMG Risk Hub
Model Context Protocol (MCP)
Morningstar
Palantir Foundry
PitchBook
PwC Bookkeeping Connect
S&P Capital IQ Desktop
Snowflake
Turing

Integrations

Amazon S3
Amazon Web Services (AWS)
Box
Claude
Daloopa
Databricks Data Intelligence Platform
Deloitte Cascade Suite
FactSet
Google Cloud Platform
Google Drive
KPMG Risk Hub
Model Context Protocol (MCP)
Morningstar
Palantir Foundry
PitchBook
PwC Bookkeeping Connect
S&P Capital IQ Desktop
Snowflake
Turing

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

€12 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

www.anthropic.com/solutions/financial-services

Vendor Details

Company Name

Similarix

Website

similarix.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

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Alternatives

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