The original purpose for this Blog was to learn about AI and figure out how to leverage it to be a better financial professional. This past week, I found myself using AI a lot, so I decided to make a list. I’ve been using Claude as my primary AI assistant and this is what I’ve used it for:
- Asked for a summary of 5 different SaaS agreements, each identified and summarized separately
- Compare the agreements to other similar SaaS companies agreements and summarize the differences
- Took a list of names and descriptions in the body of an email and had Claude build a spreadsheet with separate columns for names and descriptions and add 3 more columns.to
- Search Slack and Outlook for specific communications about out of office procedures
- I asked Claude to analyze the Blog homepage to improve appearance for more readers.
All were handled quickly. The first two are a little more sensitive in that they were very generalized and were hard to check for accuracy, however they gave me a good understanding of the general content and saved time to read a whole document to find a specific item that I might need to dig into further.
The other tasks were executed efficiently thus saving me time but for a sentence or two.
Claude seems to be the most intuitive of the three that I use (ChatGPT, Copilot and Claude). It is quickly becoming my preference for this reason as well as it’s ability to connect to other applications like Microsoft 365, Slack and Box.
Analyst To AI 