Notion Capital survey shows 79% of portfolio finance teams use Claude for AI tasks

• Notion Capital Managers LLP survey of 34 portfolio finance leaders found near-universal AI adoption, with 33 teams using at least one tool.
• Claude led usage at 79%, ahead of Gemini at 24% and ChatGPT at 21%; about one-third used AI embedded in finance software.
• 97% planned to increase AI use over the next 12 months; nine teams that quantified impact reported about 1 FTE saved per company.
• Current use centered on reporting and analytics at 76%, modelling and forecasting at 50%, FP&A at 41%; transactional use remained low.
• Key constraints were tool limitations, security and compliance, internal bandwidth; lack of trust in outputs was not a major issue.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Notion Capital Managers LLP published the original content used to generate this news brief on July 23, 2026, and is solely responsible for the information contained therein.