Claude agents for financial services now enable teams to automate pitchbook creation, KYC screening, and month-end closing through ten ready-to-run agent templates. Available as plugins in Claude Cowork and Claude Code or as cookbooks for Managed Agents, these tools let firms deploy Claude on financial workflows in days, not months. Integration with Microsoft 365 add-ins ensures seamless context sharing across Excel, PowerPoint, Word, and Outlook, letting analysts start models in spreadsheets and refine decks without re-explaining details.

The updates expand Claude’s ecosystem with connectors to Dun & Bradstreet, Moody’s, and Financial Modeling Prep, granting governed access to market data and compliance-reviewed transcripts. The MCP app from Moody’s embeds credit ratings directly into Claude, while new partners like Fiscal AI and Guidepoint enhance research capabilities. These tools work alongside Claude Opus 4.7, which leads the industry on financial benchmarks at 64.37% accuracy.

Each template combines skills, connectors, and subagents for tasks like comparables analysis, earnings reviews, and valuation checks. Firms can customize workflows to align with internal policies, with audit logs in the Claude Console ensuring compliance. Plugins run alongside analysts in desktop apps, while Managed Agents handle bulk tasks autonomously—ideal for nightly closes or multi-deal workflows.

Leading banks and asset managers already use Claude for front-, middle-, and back-office tasks. FIS, a global financial infrastructure provider, partners with Anthropic to streamline AML investigations and credit decisioning. By compressing workflows from days to minutes, Claude addresses efficiency gaps while maintaining human oversight. Anthropic and FIS emphasize that the tech isn’t a replacement but a force multiplier for analysts.