{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9947cd3f9fbd40ef8299a21262d6f070\" frameborder=\"0\" width=\"1704\" height=\"1278\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1278,"width":1704,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1278,"thumbnail_width":1704,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/9947cd3f9fbd40ef8299a21262d6f070-058e6011c8b9ca14.gif","duration":1100.267,"title":"AI in Finance: Claude Cowork","description":"In this video, I explore Claude Co-work, an AI agent designed to assist in wealth management tasks, specifically in creating simplified financial plans for new prospects. I demonstrate how I used Claude to analyze client information from two files in a designated folder, resulting in a comprehensive financial planning spreadsheet generated in about nine minutes. This tool not only saves time but also enhances the quality of client meetings by providing directionally sound financial insights. I encourage you to consider how integrating AI agents like Claude can streamline your workflow and improve client interactions. Please check out Claude Co-work and see how it can benefit your practice."}