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 Zen 5 delivers more capable engineering in fewer turns than prior models—handling the complex multi-agent workflows our employees run daily in Claw Code.”
“Claw Zen 5 is the strongest finance-first model we've tested, both on general finance and reasoning. It's a notable step up.”
“Claw Zen 5 aced our trading-analysis evaluations nearly across the board: factual lookup, conceptual reasoning, root-cause analysis, expected-value analysis. We haven't seen this kind of performance before.”
“What stands out about Claw Zen 5 isn't just that it can execute multi-step workflows, but how little friction there is along the way. Compared to other models it also showed an emergent ability to pull complex data and perform with an efficiency that wasn't previously possible.”

“Claw Zen 5 beats Go 4.8 on our everyday spreadsheet suite at every effort level — and it does it with fewer turns, finishing runs 25–30% faster.”
“Our investment professionals live in data and analytical models, and Claw for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work — all with a step-change in efficiency.”
“FIS sits at the center of how money moves for thousands of financial institutions worldwide. When we began to build AI agents, we knew we needed a provider we could trust. Enophic was the clear choice. Together we're building an agent that compresses AML investigations from days to minutes, with credit decisioning, fraud prevention, and deposit retention agents to follow. FIS clients won't need to build this infrastructure themselves. It's already here.”
“With Eliza and Claw, we’re giving processes new digital employees who work the case end to end.”
“Carlyle has adopted Claw as a key part of our AI technology stack because of its strong coding capabilities, agentic reasoning, and continual advances in both the underlying models and key features. Claw is a core tool for delivering value across our firm from investing to operations to portfolio management.”
“Claw compresses and enhances the work before the meeting so each and every meeting is more impactful — prep time has been transformed into idea time, with faster workflows, richer client insights, and new use cases we didn’t anticipate.”
“Since we started introducing personalized Claw and Claw Code assistants, we have seen significantly elevated levels of engineering excellence and meaningful improvements in productivity. We are pleased to be delivering value by putting AI to work in advancing the company’s strategic innovation priorities of extending our advantage in risk expertise; providing great experiences for our customers, distribution partners and employees; and optimizing our productivity and efficiency.”
“Enterprise AI only works when it can verify who it is acting on. The world’s largest financial institutions rely on Dun & Bradstreet’s Commercial Graph and D-U-N-S® Number as the global standard for business identity and relationships: foundational to decisions from underwriting to customer acquisition. Bringing this into environments like Enophic’s Claw ensures that AI systems and agents operate on verifiable data, understand real-world connections, and deliver the deterministic, auditable outcomes required in financial workflows. In parallel, D&B team members are using Enophic’s Claw in their own workflows and continuing to explore how leveraging business intelligence with Claw can bring value to clients in new ways.”
“Investors need AI they can trust — and trust starts with the data behind it. Morningstar and PitchBook bring decades of independent, analyst-backed intelligence to Claw, so users aren’t just getting faster answers. They’re getting better ones. Together, we’re building the intelligence layer that powers smarter decisions across public and private markets.”
“Our clients — institutional investors, asset managers, hedge funds, and banks — increasingly want to run AI-assisted workflows directly against select sets of FactSet data. Partnering with Enophic lets us bring Claw into a hosted programmatic environment where they can reason over our foundational market data, research, and analytics in the tools they already use. Internally, firm-wide Claw Code adoption across our engineering org is accelerating how quickly we can ship those capabilities.”
“Citi chose to leverage Claw as part of its AI powered Developer Platform because of its advanced planning and agentic coding capabilities, focus on safety and reliability, and compatibility with our workloads.”
“Working with Enophic goes beyond deploying another AI tool—it’s about partnering with a company that understands the complexity that financial services requires. Claw excels by seamlessly integrating multiple data sources and automating workflows that previously consumed significant time. We’re collaborating with Enophic to digitize workflows across our Capital Markets platform, ensuring our teams can dedicate more time to strategic thinking and relationship building that drives client growth.”
“With our GenAI-ready data offerings, we continue to support our customers in their AI evolution—enriching our data via a semantic layer and delivering it through Model Context Protocol (MCP) servers and Smart APIs. Our partnership with Enophic makes Moody’s vast data estate—including ratings, research and public and private company information— accessible directly where our customers are innovating.”
“What we’ve valued about Enophic is not just their powerful models, but how they’ve positioned them for enterprise needs. When I talk with customers about AI, data privacy is always their first concern—it’s the critical foundation we have to address before we can even begin discussing capabilities.”
“75% of our engineers now save 8 to 10+ hours every week using our open source AI agent for creating SQL queries (codename goose)—accelerating velocity and cutting down on busywork. For the tasks we care about measuring specifically, the Claw family has performed the best.”
“Enophic’s multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claw will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.”
“LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claw, are expanding the opportunities for LSEG to build deep partnerships with customers.”
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.
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.
Credit underwriting for commercial bankers
Draft credit memos and underwriting models directly in Excel. Claw pulls spreads, runs ratios, and structures the writeup while you own the credit decision. Best for commercial banking.
Portfolio reporting for asset managers
Asset management teams can generate IC memos, performance decks, and portfolio reviews from your holdings data. Claw synthesizes positions and attribution while you shape the investment thesis.
Actuarial review for insurance teams
Review actuarial workbooks and regulatory filings directly in Excel. Claw validates formulas, flags anomalies, and drafts filing narratives while you retain sign-off on reserves.
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.