Everything a Financial Professional Must Know in Claude

 

Claude has 4 models, 4 work modes, 4 effort levels,
connectors, skills, projects, artifacts, and memory.

Most finance professionals use one model in one chat
and wonder why the output feels generic.

I organized the entire tool into 6 decisions:

01 Where you open it
claude.ai, Desktop, Mobile, or Excel.
Each one gives you access to different things.

02 Which model you pick
Haiku for simple tasks.
Sonnet for everyday work.
Opus for hard thinking.
Fable for full delegation.

03 How hard it thinks
Low effort for cleanup.
High effort for analysis.
More thinking is not always more correct.

04 How you work
Chat for quick questions.
Cowork for real file output.
Projects for ongoing context.
Skills for repeatable workflows.

05 What you get back
Artifacts you can edit.
Real Excel, Word, and PDF files you can download.

06 What it's plugged into
Google Drive. Gmail. Slack. Memory. Skills.
Connect once. Stop re-explaining yourself.

6 decisions. That's the whole tool.

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