Getting the Basics of Claude Setup Right

If your firm uses Claude, someone has to decide how it’s set up. This session is for that person, as well as anyone else that wants to learn more about the basics of Claude’s settings.

We’ll walk through the settings that matter for an RIA: first the Team admin settings that apply to everyone at your firm, then the personal settings each of your people should get right. You’ll leave with a short checklist you can run through the same day.

We’ll cover:

• Training and your client data — what’s on by default on Team plans, and why anyone at your firm using a personal Pro account is a different story
• Telling Claude about your firm so every answer starts from your services, your clients and your compliance posture
• Telling Claude about yourself so it writes like you and doesn’t over-explain the basics
• Memory — what Claude remembers between conversations, and the settings to get right before it remembers the wrong things
• Claude in Chrome — it can click, type and act on any site you’re logged into. That’s powerful. On Team plans it’s on for everyone by default, and most admins don’t know it.

It’s built for owners and whoever runs Claude at your firm, but anyone who uses Claude every day will get something out of it.

We’ll leave 15-30 minutes at the end for your questions.

This is the first session in our AI for RIAs webinar series.

Registration

Register directly on Zoom’s site here

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