New Claude for Investment Banking is INSANE

New Claude for Investment Banking is INSANE

New Claude for Investment Banking features including skills, agents, etc. 📈 Take our Complete Finance & Valuation Course: https://www.careerprinciples.com/cour... 🆓 DOWNLOAD the Free Prompt Templates for this video: https://careerprinciples.myflodesk.co... From building extensive market research reports, to creating valuation models, and even designing interactive pitch decks, Claude just released a set of super impressive features that can automate workflows in industries such as investment banking, private equity, wealth management, or equity research. these include Claude Agents for Financial Services, Claude Plugins for Investment Banking, and much more. First, we'll go over how to set this up, including cloud co-work and the relevant plugins. Then we'll go over real-world investment banking scenarios where you're first asked to prepare a one-pager for Chipotle. Then we'll go over creating an extensive market research report to investigate Chipotle and some of its competitors. Thirdly, we'll create a comparable companies analysis using Claude Skills. Fourth, we'll go over how to create an investment Banking style pitch deck with Claude. In the last scenario, we'll go over how to make a pitch deck interactive using the Claude design tool. Finally, we'll go over the key limitations of cloud and AI tools in general. LEARN: 👉 Excel for Business & Finance Course: https://www.careerprinciples.com/cour... 🔥 Power BI for Business Analytics: https://www.careerprinciples.com/cour... 🚀 All our courses: https://www.careerprinciples.com/all-... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Chapters: 0:00​ -​ Installing and setting up the investment banking plugins 4:07​ - Creating a company profile 5:25​ - Market research report 7:05​ - Claude dispatch feature 7:30​ - Company Valuation 10:10​ - Pitch deck 11:35​ - Making it interactive 13:35 - Claude Limitations