Working with Claude
Get better results from Claude with Working with Claude, a practical guide built for wealth management professionals who want to use Claude effectively and efficiently.
- Youā€™ll learn the three decisions behind every Claude session:
Which model fits the task, from the fast Haiku and everyday Sonnet to Opus for complex, multi-step work - How much effort Claude should spend, and why keeping thinking turned on gives you traceability
- Whether you need a back-and-forth conversation in Chat or a finished task completed by Cowork
- How Projects give Claude a memory so you never have to start from zero
The module also covers how to give Cowork access to your files safely, two ready-to-use prompts you can start with tomorrow, and how to review Claudeā€™s output so you remain the human in the loop.