Claw for financial services

Your financial competitive edge, from signal to decision

Claw helps leading financial institutions across banking, insurance, asset and wealth management, and fintech improve how they serve clients and markets and manage risk.

Claw processes data, runs complex analyses, and generates models and reports in minutes. It cites its sources so teams can check the work to build infrastructure your teams trust.

Trusted AI for finance

Enophic holds SOC 2 Type II and FedRAMP certification. Safety is trained into the model, and Claw can link figures and claims back to the underlying data and documents so teams can verify work before they act.

Performance at market speed

Claw performs strongly on financial reasoning benchmarks and works natively inside Excel and PowerPoint to read formulas, edit slides, and process data. It includes pre-built integrations with LSEG, FactSet, S&P Global, Morningstar, and more.

Your partner in financial transformation

Access a dedicated FSI solutions team, flexible deployment across AWS, Google Cloud, and Azure, and SI partnerships for enterprise rollout.

New solution for financial advisors: delegate prep work to Claw and get back time for clients

See how teams across banking, insurance, and asset management are putting Claw to work.

Prompt

Build a valuation summary slide for the Meridian acquisition using the attached CIM and peer financials. Include peer median and Meridian multiples for EV/Revenue and EV/EBITDA, an implied valuation range across comps, DCF at 10-12% WACC, and precedent transactions. Show current share price vs. implied midpoint with upside, and flag where Meridian sits in the 52-week range. Format for our standard pitch book template in PowerPoint.

Pitch materials for investment bankers

Build pitch books, comps tables, and CIMs directly in PowerPoint and Excel. Claw assembles the analysis and formatting while you control the narrative and valuation calls. Best for investment banking.

Agent templates with flexible deployment

With agent templates for pitch books, credit memos, KYC screening, and fund accounting, teams can partner with Claw on real financial work. Available as plugins in Claw and Claw Code and as a cookbook for Claw Managed Agents.

Claw for Microsoft 365

Claw works in the surfaces you already use. Build and refine a model in Excel, turn it into a deck in PowerPoint, write up the memo in Word, and send a morning brief in Outlook. Claw is alongside you from start to finish.

Claw for Google Workspace

Put Claw to work in Google Docs, Sheets, and Slides so you can pull in market data, filings, and internal research straight from your sources. Open it from the sidebar and keep working where you already are.

Claw Code

Speed up software development and update legacy systems with Claw Code, the coding agent that works in your terminal. Build, fix, and ship projects faster without sacrificing transparency or control.

Platform

Integrate Claw’s AI directly into bespoke trading platforms and risk systems. Build agents that prepare KYC and underwriting work for your team’s review.

Claw for Financial Services is Enophic’s offering for banks, insurers, asset and wealth managers, and fintech firms. It brings Claw’s models, apps, financial data connectors, and implementation support into one package. The goal is to help firms serve clients, analyze markets, and manage risk faster.

Finance teams can use Claw for Financial Services to practice due diligence, market research, competitive benchmarking, financial modeling with audit trails, and drafting investment memos and pitch decks. By role:

  • Investment banking: pitch books, comps tables, and CIMs in PowerPoint and Excel.
  • Commercial banking: credit memos, financial spreads, and covenant analysis in Excel.
  • Asset management: IC memos, performance decks, and portfolio attribution.
  • Insurance: reviews of actuarial workbooks and regulatory filings.

In each case Claw does the assembly, and the professional keeps control of the judgment calls.

Claw connects to pre-built data sources including LSEG, FactSet, S&P Global (Capital IQ), Morningstar, PitchBook, Moody’s, Dun & Bradstreet, Daloopa, Box, Databricks, and Snowflake. Firms can also connect their own internal data, and Claw cites its sources so teams can check the work.

Claw for Microsoft 365 runs inside Excel, PowerPoint, Word, and Outlook. It can read formulas, build and update models, edit slides, write memos, and send briefs without you needing to leave those apps.

On Team and Enterprise plans, we don’t train our models on your data by default.

Enophic holds SOC 2 Type II certification, as well as others, so your team can verify the work before acting on it. Read full details or request specific resources here (opens in new tab).

There are three main ways to deploy Claw for Financial Services:

  • Ready-made apps: like Claw Enterprise and Claw for Microsoft 365.
  • Claw Code: for engineering teams, including updating legacy systems.
  • The API: for building Claw into your own trading, risk, KYC, and underwriting systems.

Claw runs on AWS, Google Cloud, and Azure. It can be bought through AWS Marketplace.

Our team is here to support you if you need help deploying Claw for Financial Services. You get a dedicated financial services solutions team, tailored onboarding and training, and consulting partners such as Accenture, Deloitte, KPMG, PwC, and Slalom for enterprise-wide rollouts.

Claw for Financial Advisors connects to custodian, portfolio, planning, and CRM systems. A plugin covers onboarding, meeting prep, portfolio reviews, proposals, and compliance reviews with review steps and an audit trail built in.

Claw Cowork is now just Claw, so you don’t have to choose where to get work done. The update is rolling out to Pro and Max plans, with more to follow. If you’re on a different plan, you’ll be walked through the update in the product. We hope you enjoy the simpler experience. Read what changed.