newsfilter
← Latest News
GlobeNewswire·

Stifel Working with Anthropic to Reimagine Its Dashboard Platform with Claude

SF
  • Stifel Financial Corp. announced a collaboration with Anthropic to reimagine and enhance its Dashboard platform.
  • The partnership was revealed at Blueprint 2026, Stifel's annual innovation conference for financial advisors.
  • Stifel will integrate Claude, Claude Code, & Claude Design into its advisor workspace to modernize the experience.
  • The initiative aims to preserve the Dashboard's existing functionality & familiarity while applying AI to support advisor workflows.
  • Ronald J. Kruszewski, Chairman & CEO of Stifel, emphasized the firm's commitment to providing exceptional technology to advisors.
  • Peter Nolan of Anthropic stated the work advances Stifel's vision of using AI to complement human judgment.
  • Stifel operates over 400 offices across the U.S. & manages approximately $577 billion in client assets as of September 30, 2026.
Company
Stifel Financial Corporation
Keywords
NYSE:SF, Stifel Financial Corporation