Anthropic 推出金融顾问专属版 Claude，集成 Charles Schwab 等金融平台
源：https://t.co/kCiZg38gs6
Anthropic 推出金融顾问专属版 Claude，集成 Charles Schwab 等金融平台，提供会议准备、笔记、再平衡审查、合规文档等技能。该功能不是新模型，而是通过 Cowork 插件实现，人类仍需审核受监管内容。
Anthropic 推出金融顾问专属版 Claude，集成 Charles Schwab、BlackRock 等金融平台，提供会议准备、笔记、再平衡审查、合规文档等技能。该功能不是新模型，而是通过 Cowork 插件实现，人类仍需审核受监管内容。
源：https://t.co/kCiZg38gs6
源： x.com/minchoi/status… Min Choi @minchoi Anthropic just made Claude stupidly useful for financial advisors. Claude for Financial Advisors = a Cowork plugin with real connectors: • Charles Schwab • BlackRock Advisor Center • Addepar • Envestnet / Tamarac • Orion, Wealthbox, iCapital, more Plus skills for meeting prep, notes, rebalance review, compliance docs. Not a new model. Not ChatGPT’s financial product. Not unsupervised advice — human still approves the regulated stuff. Available today (Enterprise path for RIAs). This is agents + workflows where the money actually is. Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 151 ⚡
