Claude for Finance: Building Your Second Brain 📈💡

Finance professionals are inundated with information—earnings reports, market insights, client notes, and regulatory updates—much of which is read once and then forgotten. Valuable insights that could enhance a career often get lost in the chaos of inboxes and shared drives.

Join us for Claude for Finance, hosted by The AI Capitol in collaboration with MooMoo, an essential workshop dedicated to creating a personal knowledge system tailored for finance work. Imagine having a second brain that not only captures your learnings but also connects them seamlessly across various deals, clients, and markets, making critical information accessible at your fingertips.

In this engaging session, you will witness live demonstrations of finance experts utilizing Claude along with innovative tools like Obsidian and Notion. Learn how to efficiently organize research, synthesize earnings calls, develop client briefs, and transform years of accumulated knowledge into a practical advantage. Expect real-world workflows, candid conversations about effective strategies, and opportunities to exchange ideas with seasoned practitioners in the field.

The audience will include analysts, portfolio managers, wealth advisors, CFO office leaders, and finance professionals from all over Singapore. If you're committed to leveraging the information you consume into a sustainable edge, this is the event for you!

Speaker 🎤

Steve, a Cloud Resilience Architect at Commvault, will lead the workshop. He employs Claude Code daily for both professional and personal projects, designing custom slash commands, sub-agents, and personal knowledge systems. This workshop distills his insights gained from operating real workflows in practical contexts.

About The Co-Hosts 🏢

• The AI Capitol: A Singapore-based AI automation consultancy and educational platform founded by Lionel Sim. It equips individuals and businesses with the tools to utilize AI for smarter workflows and innovative digital products.
• Moomoo Singapore: A cutting-edge digital brokerage and wealth management platform, a subsidiary of Nasdaq-listed Futu Holdings. Licensed by the Monetary Authority of Singapore, Moomoo supports over one million users in Singapore and was awarded Best Retail Broker in Singapore at the SIAS Investors' Choice Awards. The platform delivers global market access across stocks, ETFs, options, futures, bonds, FX, and crypto, complemented by advanced research tools, AI-driven insights, and a dedication to financial literacy.

👉 Grab your ticket here: Event Ticket