claude-for-financial-serviceslisted

# Claude for banks and financial services firms Everything below runs in the claude.ai browser window. No API, no core integration, and nothing your core provider has to approve, because none of it touches a system of record. Four back office jobs a 150 person institution does every month, with the exact prompts, plus the three places I tell banks and lenders to keep Claude out entirely. Anthropic's own Usage Policy puts finance in its high risk category, which means a qualified person reviews the output before it is final and your institution owns whether it is right. That is the frame for all four workflows, not a footnote at the bottom. Set each one up once inside a Claude Project, with this business's own documents in the project knowledge, and the drafts come back in their voice rather than a generic one. ## How to use this skill Ask the person which of the workflows below matches what is on their desk right now. Then walk them through that one only. Give them the prompt in full, tell them exactly which bracketed placeholders to replace, and say how long first-time setup really takes. Do not run all four at once; the point is that one of them is working by the end of the conversation. Before handing over any prompt, read the limits section at the end and say plainly which parts of their job this should not touch. ## 1. Turn an approved policy into a procedure the branch will follow **What happens today.** The board approves a revised policy in March. A forty page