Claude Workshop for Financial Services - New York City
About Financial services has moved from piloting AI to running it. The firms pulling ahead aren’t the ones with the most pilots. They’re the ones whose people know how to direct agents and judge what…
photo: LumaThe evntally Club
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When and where
- Date and time
- Ends EST — local New York time
- Location
- Financial DistrictNew York
About this event
About
Financial services has moved from piloting AI to running it. The firms pulling ahead aren’t the ones with the most pilots. They’re the ones whose people know how to direct agents and judge what comes back.
Claude Workshop for Financial Services is an afternoon in-person product session for leaders at banks, asset and wealth managers, and insurers. It’s built for people who run high-scrutiny work across the front, middle and back office, from client coverage and investment decisions to underwriting, risk, operations and finance.
Workshop program
Claude overview. A 45-minute walkthrough of Claude as a coworker, not a chat window. You’ll see:
how Claude moves from answering questions to doing the work: you set the goal, and it plans, executes, verifies and delivers, pushing back when something looks wrong
how to choose the right model and effort level for the task, from quick triage to credit committee analysis
connectors to the data and systems you already use, including Outlo
Official details
- Price:
- Free
- Organizer:
- Stride Support
- Listing source:
- Luma
Last verified · This event is free to attend.
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