Stifel Working with Anthropic to Reimagine Its Dashboard Platform with Claude
Stifel Financial (NYSE: SF) is working with Anthropic to update its Dashboard platform, which financial advisors use to manage their practices.
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Stifel Financial (NYSE: SF) is working with Anthropic to update its Dashboard platform, which financial advisors use to manage their practices.
Stifel plans to combine its knowledge of advisor workflows with Anthropic’s artificial intelligence capabilities while preserving Dashboard’s existing functionality and familiarity. The firm also uses Claude, Claude Code, and Claude Design across its business. The collaboration was announced at Blueprint 2026, Stifel’s annual innovation conference for financial advisors.
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Integration of Advanced AI Tools to Elevate Advisor Experience
ST. LOUIS, Mo. and LAS VEGAS, Nov. 10, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that it is working with Anthropic to reimagine and enhance the company’s Dashboard platform. The widely used system has long played a critical role in how Stifel financial advisors manage their practices and serve clients. The announcement was made today at Blueprint 2026, Stifel’s annual innovation conference for its financial advisors.
In addition to using Claude, Claude Code, and Claude Design across the firm, the collaboration represents a major step forward in the future of the advisor workspace. Stifel will apply its understanding of advisor workflows with Anthropic’s innovative technology and AI capabilities to modernize the Dashboard experience while preserving the functionality and familiarity that have made it intuitive and popular.
“Our financial advisors are at the center of everything we do,” said Ronald J. Kruszewski, Chairman and Chief Executive Officer of Stifel Financial Corp. “Providing them with exceptional technology is an important part of helping them deliver outstanding service to their clients. Dashboard is a platform our advisors know, value, and have told us they want to see evolve. We are excited to work with Anthropic and leverage its innovation and capabilities to reimagine this important platform for the future. This collaboration reflects our commitment to listening to our advisors, investing in the tools they rely on, and continually improving the technology experience across Stifel.”
“We are working with Stifel to bring the power of Claude to its advisor platform,” said Peter Nolan, Head of Asset and Wealth Management at Anthropic. “This work advances Stifel’s vision of using AI to complement human judgment and helps advisors deliver even greater value to clients.”
Stifel serves clients from more than 400 offices across the U.S. with approximately
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with individual and institutional clients, aiming to transform opportunities into achievement.
To learn more about Stifel, please visit the Company’s website at Stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
Media Contacts
Neil Shapiro, +1 (212) 271-3447, shapiron@stifel.com
Evan Roesen, +1 (212) 271-3610, roesene@stifel.com
Investor Relations Contact
Joel Jeffrey, +1 (212) 271-3610, investorrelations@stifel.com
