Anthropic announced a major expansion of its financial services offerings with the release of 10 ready-to-run AI agent templates designed for banking, asset management, insurance, and financial operations teams. The company also introduced new Microsoft 365 integrations and expanded its partner ecosystem with additional data connectors and an MCP app for financial workflows.
The new agent templates are built for high-volume financial workflows such as creating pitchbooks, screening KYC files, reviewing valuations, maintaining financial models, and handling month-end close operations. Anthropic said the templates are available as plugins in Claude Cowork and Claude Code, as well as cookbooks for Claude Managed Agents, enabling firms to deploy AI-powered workflows more quickly.
Anthropic explained that each agent template combines three core elements: domain-specific skills and instructions, governed connectors to financial data sources, and specialized subagents that handle targeted tasks such as comparables analysis or methodology checks.
The company introduced five templates focused on research and client coverage:
- Pitch Builder
- Meeting Preparer
- Earnings Reviewer
- Model Builder
- Market Researcher
And five templates focused on finance and operations:
- Valuation Reviewer
- General Ledger Reconciler
- Month-End Closer
- Statement Auditor
- KYC Screener
Anthropic also expanded Claude’s integration with Microsoft 365 applications, enabling Claude to work directly across Excel, PowerPoint, Word, and Outlook. The integrations allow users to carry context between applications automatically, reducing the need to re-enter instructions while moving between workflows.
Within Excel, Claude can build and maintain financial models, audit formulas, and conduct sensitivity analyses. In PowerPoint, it can generate presentations linked to underlying financial data. In Word, it can edit documents such as credit memos using firm-specific templates. Outlook support, which is coming soon, will enable inbox triage, meeting scheduling, and email drafting capabilities.
Anthropic also highlighted Dispatch within Claude Cowork, which allows users to assign tasks to Claude through text or voice commands while the AI continues working on local files in the background.
The company said it is continuing to expand its financial data ecosystem through integrations with providers such as FactSet, S&P Global Capital IQ, MSCI, PitchBook, Morningstar, LSEG, and additional providers including Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge, and Verisk.
In addition, Moody’s launched a new MCP app that gives Claude access to proprietary credit ratings and data covering more than 600 million public and private companies.
Anthropic noted that the updates are designed to work alongside Claude Opus 4.7, which the company said leads the Vals AI Finance Agent benchmark with a score of 64.37%.
The company also shared customer commentary from firms including Citadel, FIS, BNY, Carlyle, Mizuho Financial Group, Travelers, Walleye Capital, Hg, and Dun & Bradstreet regarding the use of Claude across investment research, compliance, underwriting, engineering, and operational workflows.
KEY QUOTES:
“Our investment professionals live in data and analytical models, and Claude for Excel meets them there. Analysts are using it to build and update coverage models, separate signal from noise, and pressure-test their work, all with a step-change in efficiency.”
Atte Lahtiranta, Head of Core Engineering, Citadel
“FIS sits at the center of how money moves for thousands of financial institutions worldwide. When we began to build AI agents, we knew we needed a provider we could trust. Anthropic was the clear choice. Together we’re building an agent that compresses AML investigations from days to minutes, with credit decisioning, fraud prevention, and deposit retention agents to follow. FIS clients won’t need to build this infrastructure themselves. It’s already here.”
Stephanie Ferris, CEO and President, FIS
“With Eliza and Claude, we’re giving processes new digital employees who work the case end to end.”
Leigh-Ann Russell, CIO & Global Head of Engineering, BNY
“Carlyle has adopted Claude as a key part of our AI technology stack because of its strong coding capabilities, agentic reasoning, and continual advances in both the underlying models and key features. Claude is a core tool for delivering value across our firm from investing to operations to portfolio management.”
Matt Anderson, Chief Digital Officer, Carlyle
“Claude compresses and enhances the work before the meeting so each and every meeting is more impactful, prep time has been transformed into idea time, with faster workflows, richer client insights, and new use cases we didn’t anticipate.”
Patrick Suehholz, Managing Director & Banking COO, Mizuho
“Since we started introducing personalized Claude and Claude Code assistants, we have seen significantly elevated levels of engineering excellence and meaningful improvements in productivity. We are pleased to be delivering value by putting AI to work in advancing the company’s strategic innovation priorities of extending our advantage in risk expertise; providing great experiences for our customers, distribution partners and employees; and optimizing our productivity and efficiency.”
Mojgan Lefebvre, Executive Vice President and Chief Technology & Operations Officer, Travelers
“100% of employees at Walleye Capital use Claude Code. This level of adoption across our 400-person hedge fund reflects our AI-first mindset: we expect everyone to constantly rethink how they work, always asking ‘How can AI help me do this?’—whether or not they’re in a traditionally technical role.”
Will England, CEO, Walleye
“Claude for Excel powered by Claude Opus 4.6 represents a significant leap forward. From due diligence to financial modeling, it’s proving to be a remarkably powerful tool for our team, taking unstructured data and intelligently working with minimal prompting to meaningfully automate complex analysis. It’s an excellent example of AI augmenting investment professionals’ capabilities in tangible, time-saving ways.”
Lloyd Hilton, Head of Hg Catalyst, Hg
“Agents in risk workflows must understand who they’re dealing with. Bringing Dun & Bradstreet’s Commercial Graph and D-U-N-S® Number, the global standard for business identity, into Claude ensures AI agents operate on verified data and deliver the deterministic, auditable outcomes financial workflows require.”
Gary Koveats, Chief Data and Analytics Officer, Dun & Bradstreet
“Investors need AI they can trust — and trust starts with the data behind it. Morningstar and PitchBook bring decades of independent, analyst-backed intelligence to Claude, so users aren’t just getting faster answers. They’re getting better ones. Together, we’re building the intelligence layer that powers smarter decisions across public and private markets.”
Adam Wheat, Chief Technology Officer and Head of Data & Research Solutions, Morningstar
“Our clients — institutional investors, asset managers, hedge funds, and banks — increasingly want to run AI-assisted workflows directly against select sets of FactSet data. Partnering with Anthropic lets us bring Claude into a hosted programmatic environment where they can reason over our foundational market data, research, and analytics in the tools they already use. Internally, firm-wide Claude Code adoption across our engineering org is accelerating how quickly we can ship those capabilities.”
Kate Stepp, Chief AI Officer, FactSet
