Claude adoption · corporate finance
A regulated finance firm trained every member of staff on Claude. Now 35 of its 45 people use it several times a week.
Key Capital's practical Claude training programme
Key Capital is an Irish corporate finance and investment management firm. Softblues provided consulting and led nine weekly training sessions designed for corporate finance. Every member of staff participated. Softblues also analysed processes and provided a proposal for agents; agent implementation has not started.
Every staff member participated in Claude training by Softblues and all I can say is that it was world-class. 35 of our 45 staff use Claude several times per week, and the rest are finding their feet with it more gradually.
The short version
What happened at Key Capital?#
Key Capital is a corporate finance and investment management firm based in Ireland, serving clients in Ireland and Britain. Softblues supported its AI adoption through consulting and, primarily, training.
Softblues designed and led nine weekly sessions written for corporate finance, pairing demonstrations with individual exercises. Every member of staff participated.
The firm reports that 35 of its 45 staff use Claude several times a week, and staff scored the training 4.3 out of 5. Time savings, cost savings and financial return were not measured.
Softblues also analysed the firm's processes and provided a proposal for agents. Agent implementation has not started.
The starting point
What did the firm need to change?#
Key Capital serves high-value clients in a regulated industry. Its relationships are managed closely and personally, and that is what clients stay for. The firm wanted to grow without giving that up.
Generative AI looked like the way to do both, and internally the question had already moved from whether to adopt it to how. That is the harder half. It means choosing a platform, getting it into an existing tool estate, and getting people to use it once it is there. Key Capital came to Softblues for advice on all three. If you are at the same point, our Claude buyer’s guide covers the licensing and security questions that usually come first.
The platform decision
Why was Claude chosen for this rollout?
Key Capital ran its own comparison before committing to anything. Four considerations decided it. They are this firm’s criteria in this firm’s situation, and they are not a general ranking of AI platforms. Their CFO was convinced by the platform early on, and in April 2026 the firm moved ahead with a full rollout.
Writing in their own voice
Relationship managers write to high net worth clients in a personal style, and keeping each of them writing in their own voice was one of the firm’s selection criteria. Across the platforms they tried, staff were unanimous that Claude held an individual voice best.
How client data is handled
They work in a regulated industry, so they needed to be satisfied that the provider would keep client data safe and would not learn from it. Anthropic’s position on that satisfied them.
Connectors they already had
Funding bespoke integrations was not on the table. They were looking for a platform that already reached the systems and data their workflows depend on, rather than one that would need building out first.
Research and analysis
They wanted research, investment reporting and financial modelling to move faster, so that data turns into a decision quickly when markets are volatile.
The partner decision
Why did Key Capital choose Softblues?
The firm chose Softblues for advice and training on AI adoption. These are the reasons recorded in its approved account.
Experience with regulated data
They read about our work in regulated industries and with health-related data, and that satisfied them we could be trusted with theirs.
Listening before selling
They found our style suited theirs. We did not push our services, and we listened to what they needed before we answered.
Someone who had done it before
Our Ireland lead had led a global rollout of generative AI to business teams at Google Cloud, and knew how to enable staff and land AI-related change in an organisation.
Consulting and training
What did Softblues deliver?#
Softblues advised the firm on AI adoption and designed and delivered its training programme. Our role was consulting and, primarily, training; technical setup is not attributed to Softblues.
We also analysed the firm's processes and provided an agent proposal. The proposal is separate from the training delivered, and agent implementation has not started.
Enablement
How were staff supported?#
Two organisations did this part.
Key Capital
Key Capital wrote its own acceptable-use policy. The firm explained why it was making the change and set out what it expected of its teams. That came from the client rather than from us.
Softblues
Softblues designed and led the upskilling programme. The content was written for their industry instead of lifted from a general curriculum, and each session paired demonstrations with individual exercises, so the format was practice rather than theory. Nine weekly sessions in total. Every member of staff took part, and staff scored the training 4.3 out of 5.
We run our own company on Claude as well, written up in the Softblues Claude operating system.
Adoption of AI was a huge deal for us and Softblues made it easy with their technical know-how and their ability to convey how AI could be applied in our business.
What changed after the training?#
Took part in the training
Use Claude several times a week
Staff score for the training
Where the figures come from
Reported by Key Capital and approved by the firm for publication in September 2026. Usage counts staff who use Claude several times a week.
What is not measured
This case does not report measured time savings, cost savings or financial return.
The next phase
What comes next for Key Capital?#
Softblues has analysed the firm's processes and provided a proposal for agents. Agent implementation has not started.
What this is evidence of
What does this case demonstrate?#
The case records consulting and a practical training programme. After nine weekly sessions built around corporate finance work, the firm reports 35 of 45 staff using Claude several times a week.
The wider approach to AI adoption connects learning to the work people need to do.
We run the same kind of programme for other firms in the UK and Ireland, described in Claude training for teams. For financial services firms specifically, see Claude training for financial services.
Delivered
Consulting, nine weekly training sessions and process analysis. An agent proposal has been provided; implementation has not started.
Reported by the client
35 of 45 staff using Claude several times a week and a 4.3 out of 5 training score.
Not measured
Time saved, cost saved or financial return. A figure worth printing needs a baseline, a defined period, a named owner inside the client and a source anyone can re-run. We set out how we build that case in the method behind our AI ROI calculator.
Questions about the training
Claude, across the firm, on an Enterprise licence. The rollout went live in April 2026 and covered the company rather than a single team or a pilot group.
Softblues provided consulting and, primarily, training: nine weekly sessions designed for corporate finance, with demonstrations and individual exercises. We also analysed processes and provided an agent proposal. Agent implementation has not started.
Softblues designed and led nine weekly sessions, written for corporate finance and run as demonstrations plus hands-on exercises. Key Capital set its own acceptable-use policy, explained why it was making the change and set expectations for its teams.
Key Capital reports that 35 of its 45 staff use Claude several times a week, and staff scored the Softblues training 4.3 out of 5. Before the training, only a small proportion of staff used generative AI for work. The case does not report measured time savings, cost savings or financial return.
Softblues has analysed the firm's processes and provided a proposal for agents. Agent implementation has not started; the proposal is not delivered automation.
Book a discovery call with Softblues. We look at your regulatory position, the tools you already run and how your people work, then set out what an adoption programme would involve. Our Claude buyer’s guide covers the licensing and security questions most firms ask first.
Thinking about the same move?
Bring us the regulatory position you have to work inside and the tools your people already open every morning. We will tell you what an adoption programme would actually take. We run our own company on Claude, so you can see a working system before you commit to one.
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