Demo blueprint
A Claude for financial services demo should feel like a reviewer workflow
The demo that converts is the one where a qualified reviewer can see inputs, assumptions, draft output, unresolved questions, and the approval boundary.
Use this page to prepare a demo that buyers can trust, not just a model answering finance questions.
Demo flow that works
Start with a familiar packet: filings, a transcript, a CIM excerpt, a general ledger export, or a KYC document set. Then show the agent producing a draft artifact and the review trail behind it.
The best demo moment is not a dramatic answer. It is the moment a reviewer can quickly decide whether the work is usable, what needs checking, and what the agent refused to do.
- Input: a realistic but sanitized source pack.
- Agent task: one named workflow from the reference project.
- Output: a memo, model update, deck section, reconciliation narrative, or KYC exception list.
- Review: assumptions, citations, formulas, gaps, and approval status.
Demo scenarios by audience
For investment banking, show comps and deck QC. For equity research, show earnings call and model refresh. For fund administration, show valuation review or statement audit. For operations, show KYC gap flagging.
Executive audiences care about cycle time and risk boundaries. Practitioner audiences care about whether the output looks like work they can actually edit.
What not to demo
Do not demo trade execution, final investment recommendations, ledger posting, or automated onboarding approval. Those create trust problems and do not match the reference project’s supervised design.
Keep the demo grounded in draft work product and human sign-off.
Common questions
How long should the demo be?
A 20-minute workflow demo is usually enough: five minutes of context, ten minutes of agent work, and five minutes of reviewer inspection.
What makes the demo credible?
Credibility comes from realistic source documents, a recognizable output, visible assumptions, and a clear point where the human reviewer takes responsibility.