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Anthropic Invites Banks to Help Shape New Personal Finance Offerings

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Anthropic Invites Banks to Help Shape New Personal Finance Offerings

Anthropic is rolling out a Personal Finance feature in Claude and is inviting financial services professionals and firms to help shape how it might work alongside them.

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Anthropic announced Personal Finance in a Thursday (Nov. 5) product update, saying that people will soon be able to connect their bank and card accounts to Claude, ask questions about their money in their own words and get answers in everyday language.

Anthropic is rolling out Personal Finance this week to Claude users on the Pro, Max and Ultra plans in the United States, according to the update. The company is rolling out the feature gradually, so users may not see it yet, per a support article.

Personal Finance is read-only; cannot move, manage or invest the user’s money; has no ads or sponsored recommendations; and offers no credit cards, loans or savings accounts of its own, the update said.

When asked questions by users, Personal Finance gives answers based on the user’s balances and transactions and explains any terms that are new to the user, per the update.

” It can also provide a weekly spending chart, a calendar of due dates and a dashboard of numbers chosen by the user. It is not designed to give investment advice.



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