What you'll accomplish
After setup, you'll have a Claude Project loaded with your branch's product information, fee schedules, and regulation summaries. Ask plain-language questions and get instant, accurate answers instead of hunting through manuals or interrupting your manager during a transaction.
What you'll need
- A Claude account (free at claude.ai, but the Projects feature requires Claude Pro at $20/month)
- Access to your bank's product brochures, fee schedules, and any rate sheets (ask your manager for copies; these are usually public-facing documents)
- Time needed: 30–45 minutes to set up; 2 minutes per query after that
- Cost: $20/month (Claude Pro). This is a personal subscription you use on your own device outside work
Build a Personal Banking Knowledge Base
Step 1: Sign Up for Claude Pro
Go to claude.ai on your phone or computer. If you don't have an account, click Sign Up and create one with your personal email. Once you have an account, click your profile icon (bottom-left on desktop, menu icon on mobile) → Upgrade to Pro → complete the $20/month payment.
What you should see: After upgrading, your interface will look the same, but you'll have access to the Projects feature in the left sidebar.
Troubleshooting: If you're on mobile and don't see Projects, switch to the browser version at claude.ai. Projects works best on desktop initially.