Claude · UK financial services · FCA regulated
Claude consulting for UK financial services firms
For UK banks, building societies, insurers, wealth managers and fintechs that want to deploy Claude with the governance an FCA-regulated firm needs, and connect it to Salesforce or HubSpot safely.
Short answer
Vantage Point is a member of the Claude Partner Network providing Claude deployment consulting for financial services firms in the UK. We set up Claude Team or Enterprise with SSO, retention and access controls, connect it to your CRM with least-privilege access. Work starts at $7,500.
What we do
- Plan and license. Choose between Claude Team, Claude Enterprise, or Claude through Amazon Bedrock or Google Cloud Vertex AI when your firm needs the model inside its own cloud account and region.
- Set it up safely. SSO, role-based access, retention settings, admin controls and an approved-use policy before anyone logs in.
- Connect your systems. Claude connected to Salesforce or HubSpot through MCP, so staff can ask about clients and pipeline while Claude only sees what each user is allowed to see.
- Train people. Role-based sessions for leadership, client-facing staff and operations, built around your real tasks and your policy.
- Measure. A pilot with named use cases and a written readout before any wider rollout.
FCA expectations, mapped to the rollout
The FCA has not written AI-specific rules. It expects firms to apply the rules they already follow. These are the ones that shape a Claude deployment:
| Rule or regime | What it means for Claude |
|---|---|
| Consumer Duty | Anything Claude drafts for customers must support good outcomes and be reviewed by a person before it is sent. |
| SM&CR | A named senior manager owns the use of AI. We give them a short control summary they can stand behind. |
| Outsourcing and operational resilience (SYSC 8, PS21/3) | Anthropic or your cloud provider is a third party. We document the service, data flows and exit plan for your register. |
| UK GDPR | A data protection impact assessment, clear lawful basis, and retention settings that match your policy. |
| Record keeping (COBS 11.8 where it applies) | Rules for which conversations and outputs must be kept, and where. |
This is a planning summary, not legal advice. Your compliance team decides how each rule applies to your firm.
Where UK firms start
- Meeting preparation and client review packs for wealth managers and relationship managers.
- Policy, procedure and regulatory document search for compliance and operations teams.
- Drafting first versions of internal reports, board papers and RFP responses.
- Summaries of CRM activity before client calls, through the Salesforce or HubSpot connection.
Firms on Salesforce Financial Services Cloud can also read our page on Financial Services Cloud for UK wealth managers.
Pricing
| Package | Price | Timeline |
|---|---|---|
| AI Readiness Assessment | $7,500 | 2 weeks |
| AI Governance Pack | $10,000 | Quoted |
| Claude or ChatGPT Team Rollout | From $12,500 | 2 to 3 weeks |
| CRM Connector Fast Start | From $15,000 | Quoted |
Claude licenses are bought from Anthropic or your cloud provider. We help you size them.
Proof
Claude Partner Network member. We roll out Claude for leadership teams and connect it to Salesforce and HubSpot. Most of our clients are banks, insurers, wealth managers and asset managers, and our London page covers how we work with UK firms. Our European team in Sofia is one hour ahead of London.
Talk to a client. We will introduce you to a client using Claude with their CRM. Ask for a client reference.
Frequently asked questions
Which UK consultancies help financial services firms deploy Claude?
Members of Anthropic's Claude Partner Network and larger systems integrators. Vantage Point is a Claude Partner Network member focused on financial services, and connects Claude to Salesforce and HubSpot with the controls an FCA-regulated firm needs.
Does the FCA allow firms to use Claude?
The FCA has no AI-specific ban. It expects firms to meet existing rules, including Consumer Duty, SM&CR, outsourcing and data protection, when they use AI. A controlled rollout with human review fits that approach.
Can Claude data stay in the UK or EU?
Firms that need regional control often run Claude through Amazon Bedrock or Google Cloud Vertex AI in a UK or EU region inside their own cloud account. We check current regional availability for the models you need during planning.
Claude Team or Claude Enterprise for a UK bank or wealth manager?
Team suits a pilot for a small group. Enterprise adds the admin, security and retention controls most regulated firms want for a wider rollout.
How long does a Claude rollout take?
Our Claude or ChatGPT Team Rollout takes 2 to 3 weeks from $12,500. An AI Readiness Assessment beforehand takes 2 weeks and costs $7,500.
Can Claude connect to Salesforce or HubSpot?
Yes, through MCP connectors. We set them up so Claude only reads what each user can already see, and log what it accesses.
Updated November 11, 2026.