Claude for Financial Services Skills

Claude for Financial Services Skills are specialized tools designed to help financial services professionals with key workflows. These Skills provide Claude with targeted capabilities for common financial analysis, research, and document creation tasks, helping you work more efficiently and consistently.

These Skills are in research preview and available exclusively to Claude for Financial Services users who sign up on our waitlist. We will periodically review this list and grant interested users access to this feature. If you have an Enterprise plan, you should contact your account manager to receive priority access.

This article provides an overview of eleven specialized Skills designed for financial services workflows. If you're looking for information about Skills in general, see What are Skills?

For Enterprise plans: Owners must first enable both Code execution and file creation and Skills in Admin settings > Capabilities. Once enabled, individual members can toggle on example skills and upload their own in Settings > Capabilities.

How to enable Skills

Read more about using Skills in Claude.

This Skill builds integrated three-statement financial models (income statement, balance sheet, and cash flow statement) by populating templates with data from sellside models, SEC filings, or other sources.

What it does: Analyzes existing sellside Excel models or company filings, extracts historical financial data and forecast drivers, and populates a three-statement template with proper linkages across all statements. Includes scenario analysis, valuation modules, and sensitivity tables.

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This Skill generates peer benchmarking tables with valuation multiples and operating metrics that auto-refresh with live data.

What it does: Creates comprehensive comparative analysis between a target company and selected peers using both public and private company data.

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This Skill creates structured competitive landscape assessments with market positioning, competitive dynamics analysis, and strategic recommendations.

What it does: Identifies direct and indirect competitors across a target company's market segments, maps competitive positioning using frameworks like 2x2 matrices, and generates strategic recommendations for differentiation.

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This Skill builds discounted cash flow models with proper WACC calculations, scenario toggles, and sensitivity tables.

What it does: Constructs comprehensive DCF valuation models with detailed cash flow projections and scenario analysis.

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This Skill processes data room documents into structured Excel data packs with financials, customer lists, and contract terms.

What it does: Extracts and organizes key information from CIMs, offering memorandums, and other due diligence materials into standardized formats.

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This Skill creates professional equity research earnings update reports analyzing quarterly results for companies already under coverage.

What it does: Creates fast-turnaround earnings analysis focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Generates an 8-12 page document (3,000-5,000 words) including summary tables and charts.

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This Skill helps conduct comprehensive company research for initiating coverage, including business model analysis, competitive positioning, and financial performance review.

What it does: Produces thorough research reports with investment recommendations, financial models, and valuation analysis for new coverage initiations.

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This Skill populates investment banking pitch deck templates with data from source files like Excel spreadsheets and CSVs.

What it does: Takes a user-provided PowerPoint template and source data files, then maps financials and company information to the appropriate slides while maintaining the template's formatting and layout standards.

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This Skill works differently from the others listed here. Rather than producing a financial deliverable, it creates a reusable custom skill from your firm's existing PowerPoint template—so that future presentations generated by Claude match your firm's branding, layouts, and formatting standards.

How it works: You provide a PowerPoint template (.pptx or .potx) and the Skill analyzes its layouts, placeholder positions, dimensions, and formatting conventions. It then packages these into a custom skill you can enable in your settings. Once enabled, that custom skill generates presentations matching your template whenever relevant.

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This Skill performs comprehensive quality control on investment banking presentations across four key dimensions before client delivery.

What it does: Reviews pitch decks and client-ready presentations for number consistency across slides, data-narrative alignment, language polish to meet IB standards, and formatting QC. Issues are categorized by severity (critical, important, minor).

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This Skill creates concise 1-2 page company summaries for pitch books and buyer lists with key metrics and investment highlights.

What it does: Generates professional company profiles with executive summaries, business overviews, financial summaries, and supporting appendices.

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Claude for Financial Services Skills work automatically when relevant to your task. You don’t need to explicitly invoke them—Claude determines when each Skill is needed based on your request.

For example, if you ask Claude to “Create a DCF model for Company XYZ,” Claude will automatically use the DCF modeling Skill. Similarly, asking for “comps analysis for ABC Corp” will trigger the comps analysis Skill.

To guarantee Claude uses the skill, you are also welcome to explicitly instruct Claude to use the skill. For example, append “please use DCF skill” to the prompt.