1
of 5— Create a new Claude Project
What you'll accomplish
You'll create a Claude Project loaded with your firm's wire processing procedures, regulatory requirements, and common scenarios — so you (and new team members) can get instant answers to wire processing questions without hunting for procedure docs or asking a senior colleague.
What you'll need
- A Claude Pro account at claude.ai ($20/month — needed for Projects with file uploads)
- Your firm's wire transfer procedure document (PDF or Word)
- Any regulatory guidance documents on wire transfers (BSA/AML wire transfer rules, Regulation J)
- A list of your firm's common wire processing scenarios (optional but helpful)
- Time needed: 30 minutes to build; 2–3 minutes per Q&A session
- Cost: $20/month (Claude Pro)
How-To Guide: Build a Wire Transfer Processing Q&A Assistant
Step 1: Create a new Claude Project
- Sign in at claude.ai
- In the left sidebar, click Projects → New project
- Name it "Wire Processing Assistant"