Anthropic has launched 10 pre-built AI agent templates for financial services, alongside Microsoft 365 add-ins and new data partnerships.
The templates cover research, client coverage, finance and operations tasks, including pitchbook preparation, model building, valuation review, month-end close, statement checks and know-your-customer screening.
Anthropic is offering the agents through Claude Cowork and Claude Code as desktop plugins, and through Claude Managed Agents on its platform for more autonomous use. Firms can adapt the templates to their own modelling conventions, risk policies and approval processes.
Among the research tools, the pitch builder creates target lists, runs comparables and drafts pitchbooks for client meetings. Other templates include a meeting preparer, earnings reviewer, market researcher and model builder.
For finance and operations teams, Anthropic has introduced tools including a general ledger reconciler, month-end closer, statement auditor, valuation reviewer and KYC screener. Users remain responsible for reviewing and approving output before any work is sent to clients, filed or acted on.
Microsoft tools
Alongside the agents, Claude can now work directly in Microsoft Excel, PowerPoint and Word through add-ins, with Outlook support due later. Context can carry across the applications, allowing work started in one program to continue in another without repeating instructions.
In Excel, Claude is designed to build financial models from filings and data feeds, audit formulas across linked workbooks and run sensitivity analysis. In PowerPoint, you can draft presentations that update when underlying figures change. In Word, it can edit documents against a firm’s own templates.
Claude Cowork users can also assign tasks by text or voice through a feature called Dispatch. This allows Claude to continue working on local files while a user is away from their desk, with results left for later review.
Data access
Anthropic has expanded the number of external data sources and tools Claude can use in financial workflows. The latest additions include connectors for Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge and Verisk.
Moody’s has also launched an MCP app for Claude, bringing credit ratings and company data into the system for tasks such as compliance, credit analysis and business development. Anthropic distinguishes connectors, which provide governed real-time access to data, from MCP apps, which embed a provider’s own tools inside Claude.
Claude already connects with services including FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG and Daloopa, as well as internal data warehouses, research repositories and customer relationship systems.
Customer use
Anthropic used the launch to highlight adoption by large financial institutions and data providers. It cited banks, asset managers, insurers and hedge funds as Claude users across the front-, middle- and back-office.
Citadel described Claude’s use in spreadsheet-based analysis for investment professionals.
“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,” said Atte Lahtiranta, Head of Core Engineering at Citadel.
FIS said it is working with Anthropic on anti-money-laundering investigations and other banking workflows.
“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,” said Stephanie Ferris, CEO and President of FIS.
BNY also described its use of Claude in process automation.
“With Eliza and Claude, we’re giving processes new digital employees who work the case end to end,” said Leigh-Ann Russell, CIO & Global Head of Engineering at BNY.
Carlyle said it had made Claude a central part of its internal AI stack.
“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,” said Matt Anderson, Chief Digital Officer at Carlyle.
Walleye Capital said all employees at the hedge fund use Claude Code.
“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,” said Will England, CEO of Walleye.
Data providers also used the announcement to underline the role of trusted financial information in AI systems. Dun & Bradstreet pointed to the need for verified business identity in risk workflows.
“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,” said Gary Koveats, Chief Data and Analytics Officer at Dun & Bradstreet.