Claude created a Financial Analysis product. The AI tool is plugged into Box, Daloopa and real-time data from Factset, Morningstar, Pitchbook and S&P. A user can prompt an editable DCF Excel model and investment memo in under 30 minutes.
Full keynote of product here: It’s a product that head of Norway’s ~$2T sovereign wealth fund says led to 20% productivity gains:
Bearly AI
Bearly AI18.7.2025
Claude released a Financial Analysis Solution product plugged into real-time data from Factset, Morningstar, Pitchbook, Palantir and S&P. The head of Norway’s ~$2T sovereign wealth fund said it has led to ~20% (or 213,00 work hours) monitoring 9,000 companies they look at.
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