Anthropic, the company behind the range of large language models (LLMs) named Claude, has released ten ready-to-run agent templates for the financial services industry, the company said earlier this month.

These templates aim to allow firms to deploy sophisticated AI tools in an easy and swift manner, bringing automation to some of the most time-consumer work in the space.

These agent templates, which cover tasks like building pitchbooks, screening know-your-customer (KYC) files, and closing the books at month-end, comprise:

• The “Pitch Builder”, which creates target lists, runs comparables, and drafts pitchbooks for client meetings;
• The “Meeting Preparer”, which assembles client and counterparty briefs ahead of calls;
• The “Earnings Reviewer”, which reads transcripts and filings, updates models, and flags thesis-relevant changes;
• The “Model Builder”, which creates and maintains financial models from filings, data feeds, and analyst inputs;
• The “Market Researcher”, which tracks sector and issuer developments, synthesizes news, filings, and broker research, and flags items for credit and risk review;
• The “Valuation Reviewer”, which checks valuations against comparables, methodology, and the firm’s review standards;
• The “General Ledger”, which reconciler reconciles general ledger accounts and runs net asset value calculations against the books of record;
• The “Month-End Closer”, which runs the close checklist, prepares journal entries, and produces close reports;
• The “Statement Auditor”, which reviews financial statements for consistency, completeness, and audit-readiness; and
• The “KYC Screener”, which assembles entity files, reviews source documents, and packages escalations for compliance review.

Each of these templates is a reference architecture that packages three elements: skills (instructions and domain knowledge for the task), connectors (governed access to the data the task runs on), and subagents (additional Claude models that are called upon by the main agent, for specific sub-tasks). Firms can adapt any of these templates to their own modeling conventions, risk policies, and approval flows.

The agent templates ship as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents. They can be deployed for real financial world in just days rather than months, drastically reducing time-to-market and offering agility.

As a plugin in Claude Cowork or Claude Code, the template runs alongside the analyst, using the software already on the user’s local computer. In this setup, the user provides a specific target and the system generates individual outputs.

As a Claude Managed Agent, the template runs autonomously on the cloud-based Claude Platform rather than on a local desktop. This version is designed for large-scale operations, and comes equipped with enterprise-grade infrastructure, including long-running sessions, per-tool permissions, managed credential vaults, and a full audit log in the Claude Console.

Claude’s integration with Microsoft 365

In addition to these new agent templates, Anthropic also announced that Claude now works across Microsoft Excel, PowerPoint, Word, and Outlook through the Claude add-ins for Microsoft 365.

In Outlook, the AI assistant can act as a chief of staff that triages inboxes, arranges meetings, and drafts responses. In Excel, it can build financial models from filings and data feeds, audit formulas, and run sensitivity analyses. In PowerPoint, it can draft decks that update automatically when the underlying numbers change, and in Word, it can edit credit memos against a firm’s own templates.

For financial services professionals, the appeal lies in the ability to execute complex, multi-step workflows across the entire Microsoft Office ecosystem without leaving their native environment. This significantly automates routine administrative tasks, reduces manual data transfer errors, and accelerates turnaround times for time-sensitive market decisions.

Broadening the ecosystem for financial services

Finally, Anthropic said it was working on expanding its partner ecosystem, building connections to many different financial data sources to improve its ability to help with financial analysis and research.

Claude is already connected to dozens of market data providers, research platforms, and financial companies’ internal systems, including established names like FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, LSEG, and Daloopa, as well as organizations’ own data warehouses, research repositories, and customer relationship management systems.

The platform is now adding new partners to its network, providing direct, real-time access to market and research data. These partners include:

• Dun & Bradstreet, which provides the global standard for verified business identity and helps enterprises connect systems of record and scale AI-enabled workflows;
• Fiscal AI, which extends real-time fundamentals coverage across public equities for deeper research and benchmarking;
• Financial Modeling Prep, which provides real-time quotes, fundamentals, statements, filings, and transcripts across equities, ETFs, crypto, forex, and commodities;
• Guidepoint, which searches more than 100,000 compliance-reviewed expert interview transcripts and provides verbatim excerpts linked to source;
• IBISWorld, which tracks industry-level revenue, financial ratios, risk scores, cost structures, and forecasts across thousands of sectors;
• SS&C Intralinks, which gives Claude access to DealCenter AI data rooms for document search, diligence Q&A, and deal-activity tracking;
• Third Bridge, which gives Claude access to primary-source expert interviews on companies, sectors, and value chains; and
• Verisk, which provides property, casualty, and specialty insurance data for underwriting, claims, and risk analysis.

How the industry is using Claude

Claude is already used by a number of banks, asset managers, and insurers to support various tasks across front, middle, and back offices.

For example, FIS, a fintech company serving financial institutions, businesses and developers, is using Claude to build an agent that compresses AML investigations from days to minutes.

Carlyle, an investment management firm, uses Claude as part of its AI technology stack, leveraging the system’s strong coding capabilities, and agentic reasoning, in particular.

Finally, Citadel, a major hedge fund and financial services company, uses Claude to build and update coverage models, filter out noise to find key signals, and pressure-test investment professionals’ work, all with a step-change in efficiency.

AI adoption in the financial services industry

The release of Anthropic’s agent templates for the financial services industry comes as professionals in the sector are embracing AI rapidly. A new study by the Cambridge Centre for Alternative Finance (CCAF) at Cambridge Judge Business School, found that AI adoption has evolved into a mainstream standard, with 81% of industry players now adopting AI at some level and 40% reporting advanced AI adoption, including “Scaling” or “Transforming”.

While adoption of agentic AI remains nascent, it is growing rapidly. According to a 2025 study by Wolters Kluwer, only 6% of finance leaders were employing agentic AI. However, 38% intended to adopt agentic AI in the next 12 months. With 44% of finance teams set to be using agentic AI in 2026, this represents an increase of over 600%.

For financial services firms, AI is already generating measurable improvements. The CCAF study found the strongest gains in technology, data, and product functions, where 79% of respondents reported positive outcomes. Back office and operations followed closely at 75% overall.

Featured image: Edited by Fintech News Switzerland, based on image by freepik via Magnific