Anthropic Launches 10 AI Agents to Automate Wall Street's Most Time-Consuming Tasks

Anthropic rolls out a host of new AI agents to target 'the most time-consuming work in financial services'

* 10 new finance-specific AI agents have been launched by Anthropic * You can also use Claude directly within Excel and other Office apps * Claude Opus 4.7 performs better than GPT-5.5 and Gemini 3.1 Pro Anthropic has launched 10 prebuilt AI agents designed for banks, insurers and other financial institutions to help speed up some of the most time-consuming tasks within the industry. Available through a number of the company's offerings, including Claude Cowork, Claude Code and Claude Managed Agents, these purpose-built agents are designed to be deployed in "days rather than months." The Claude maker also used the announcement to remind finance workers that Claude is now available directly within Microsoft Excel and other Office apps. Anthropic launches purpose-built finance agents Each of the 10 agents is made up of three separate elements: skills (a set of instructions), connectors and subagents, which Anthropic describes as "additional Claude models that are called upon by the main agent, for specific sub-tasks such as comparables selection or methodology checks." However, with the finance industry being as regulated as it is, companies can also choose to tweak and refine these agents to suit their own needs. Available through the marketplace, five are destined to work across research and client coverage, and the other five are for finance and operations. Some highlights include a pitch builder agent, a market researcher agent and a valuation reviewer agent. Anthropic also described Claude Opus 4.7, the model that powers the new agents and Excel connectors, as "state-of-the-art on financial tasks." It scored 64.37% on Vals AI's Finance Agent benchmark, far ahead of GPT-5.5 (59.96%) and Gemini 3.1 Pro (59.72%). As for the data Anthropic's new finance agents can access, FactSet, S&P Capital IQ, MSCI, PitchBook, Morningstar, Chronograph, LSEG and Daloopa are just some of the "dozens of market data, research platforms, and financial companies' internal systems" that are accessed via connectors for real-time data. The new Claude agents are available across all paid plans for Claude Cowork and Claude Code - but they're still in public beta as Managed Agents for programmatic use. Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews, and opinion in your feeds.

Anthropic Deploys AI Agents to Tackle Wall Street's Most Tedious Work - Decrypt

The launch coincides with growing concerns over AI-driven cybersecurity risks and automation-fueled layoffs. Anthropic on Tuesday unveiled a suite of AI tools aimed squarely at the financial industry, releasing 10 pre-built agent templates designed to automate some of the most labor-intensive work in banking, asset management, and insurance. The templates -- available as plugins in Claude Cowork and Claude Code, and as cookbooks for Claude Managed Agents -- target work that has long consumed hours of analyst time, including building pitchbooks, screening know-your-customer files, and running month-end close processes. The company says firms can have Claude working on real financial tasks within days rather than months. The agents are organized around two broad categories. On the research and client coverage side, templates include a pitch builder that creates target lists and drafts pitchbooks, a meeting preparer that assembles client briefs, and an earnings reviewer that reads transcripts and flags thesis-relevant changes. A separate set of finance and operations agents handles tasks like general ledger reconciliation, month-end close checklists, financial statement audits, and KYC compliance screening. Each template packages three components: skills, which encode domain knowledge for the task; connectors, which provide governed access to relevant data; and subagents, or additional Claude models called upon for specific sub-tasks such as comparables selection or methodology checks. The announcement also extends Claude's reach deeper into Microsoft's productivity suite. Claude can now work directly across Excel, PowerPoint, Word, and Outlook -- with context carrying automatically between applications, so an analyst who begins a financial model in Excel doesn't need to re-explain it when the work moves to PowerPoint. Anthropic is also expanding its data partner ecosystem, adding new connectors from Dun & Bradstreet, Fiscal AI, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge, and Verisk, as well as an MCP app from Moody's that provides proprietary credit ratings and data on more than 600 million public and private companies. The new capabilities are paired with Claude Opus 4.7, which Anthropic said leads the industry on Vals AI's Finance Agent benchmark with a score of 64.37%. Anthropic further noted that users remain in the loop throughout, reviewing and approving Claude's work before it reaches clients or gets filed. Anthropic has recently drawn attention for its Claude Mythos model, which marks a turning point in the ability for AI to discover and potentially exploit vulnerabilities in software. The firm has only made it available to select tech companies and agencies thus far, with Mozilla saying that it found and patched hundreds of vulnerabilities in its Firefox web browser thanks to the tool. On Tuesday, Anthropic co-founder and CEO Dario Amodei warned about this being a "moment of danger" that the tech and AI industries must adequately prepare for and approach with care, lest attackers get their hands on AI powerful enough to disrupt major software and systems.