Claude Cowork Training · Financial Services & Accounting

Fewer Hours on Reports. More Time for Client Relationships.

Train your advisors, CPAs, and analysts to use Claude Cowork for client reporting, research synthesis, compliance documentation, and communication - without compromising precision.

60–70%

of financial report prep is automatable with Claude

Financial services firms produce enormous volumes of structured, repetitive documentation - client portfolio summaries, performance reports, tax prep checklists, compliance filings, and advisory communications. Claude Cowork can handle the drafting and organization of all of it. Evan trains your team to delegate these workflows with the precision the industry demands.

Trained by Evan Weber

25-year digital marketing veteran, founder of Experience Advertising, and daily Claude Cowork power user. Evan trains your team live on screen share using your actual workflows, not slides or theory.

Built for leadership and the people doing the work

For Leadership & Managers

Directors, VPs, Owners, Partners

Reduce the time your senior advisors spend on report preparation so they can serve more clients at higher capacity
Bring consistency and quality control to client communications across your entire practice
Accelerate onboarding of new clients by automating the intake, summary, and documentation workflows

For Frontline Staff & Specialists

The people who actually do the work every day

Financial advisors can generate personalized client portfolio summaries and quarterly performance narratives in minutes
CPAs can use Claude to organize complex tax situations, draft client explanations, and summarize return details
Analysts can synthesize earnings reports, SEC filings, and research notes into structured investment memos

What your team will be able to do

Real workflows built in real sessions, not theory, not slides.

Client Portfolio Summaries

Describe a client's holdings, performance, and goals. Claude Cowork drafts a clear, personalized quarterly summary letter that your advisor can review and send - no writing from scratch.

Investment Research Synthesis

Feed Claude earnings calls, analyst reports, or SEC filings. Get a structured investment memo - key financials, risks, opportunities, and recommended action - ready for advisor review.

Tax Season Document Processing

Claude can organize incoming client documents, flag missing items, draft checklist summaries, and prepare client communications that keep tax season moving efficiently.

Compliance Documentation

Draft standard compliance documents, policy summaries, and regulatory disclosures faster. Claude handles the structure and language; your compliance team reviews and approves.

Client Onboarding Workflows

Automate the new client onboarding sequence - intake summaries, financial profile organization, welcome communications, and initial planning document drafts.

Financial Plan Narrative Drafting

Turn numbers, projections, and goals into readable, personalized financial plan narratives that clients actually understand and advisors are proud to present.

Free Personalized Report

Get a free Claude Cowork report for your financial services & accounting team

Tell our AI a bit about your team and get a tailored list of financial services & accounting use cases in 30 seconds. Free, no commitment, instant.

Your Biggest Quick Win

Quarterly Client Letter → 10 Minutes

In your first session, we'll build a reusable quarterly client communication workflow. Your advisors will leave able to generate a personalized, professional client performance letter in under 10 minutes from a portfolio data summary.

Ready to get your financial team started?

Two session formats, both built around your real workflows, run on screen share with Evan.

$300

1-Hour Session

Live screen share with Evan
2–3 workflows built in your session
Written playbook you keep

$1,000

4-Hour Deep Dive

Full team or multi-department session
6–8 workflows built end-to-end
MCP integrations to your existing tools

Not sure which is right? Get a free AI report first. Evan's AI will analyze your specific situation and recommend the best fit.

100% Satisfaction Guarantee

If your first hour with Evan isn't worth the price, get a full refund. No questions.

Secure Stripe Checkout

Pay securely by card. Receipt emailed instantly. Your details are never stored on our servers.

Not Ready? Talk to Evan First

Book a free 15-minute intro call to ask questions and see if it's the right fit.

Also available for

Marketing & Advertising Agencies Law Firms & Legal Services Real Estate Teams & Brokerages Healthcare Practices & Medical Offices E-Commerce & Retail Brands Management & Strategy Consulting Firms HR Teams & Recruiting Agencies Insurance Agencies & Brokerages Nonprofit Organizations