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.
Real workflows built in real sessions, not theory, not slides.
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.
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.
Claude can organize incoming client documents, flag missing items, draft checklist summaries, and prepare client communications that keep tax season moving efficiently.
Draft standard compliance documents, policy summaries, and regulatory disclosures faster. Claude handles the structure and language; your compliance team reviews and approves.
Automate the new client onboarding sequence - intake summaries, financial profile organization, welcome communications, and initial planning document drafts.
Turn numbers, projections, and goals into readable, personalized financial plan narratives that clients actually understand and advisors are proud to present.
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.
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.
Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.
$300 USD
Standard offer: 1 to 4 people
Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.
$1,000 USD
Standard offer: up to 8 people
Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.
Software subscriptions and usage costs are separate from the session fee.
You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.
Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.