- 10 new finance-specific AI agents have been launched by Anthropic
- You can also use Claude directly in Excel and other Office apps
- Claude Opus 4.7 outperforms GPT-5.5 and Gemini 3.1 Pro
Anthropic has launched 10 pre-built AI agents designed for banks, insurance companies and other financial institutions to help speed up some of the most time-consuming tasks in the industry.
Available through a number of the company’s offerings, including Claude Cowork, Claude Code and Claude Managed Agents, these custom-built agents are designed to be deployed in “days rather than months.”
The Claude creator also used the message to remind financial staff that Claude is now available directly in Microsoft Excel and other Office apps.
The article continues below
Anthropic launches purpose-built financial 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 requested by the main agent for specific subtasks such as selection of comparable products or methodological checks.”
However, with the financial industry being as regulated as it is, companies can also choose to tweak and refine these agents to suit their own needs.
Accessible through the marketplace, five are intended to work across research and customer coverage, and the other five are for finance and operations. Some highlights include a pitch builder agent, a market research agent and a valuation auditor agent.
Anthropic also described Claude Opus 4.7, the model that powers the new agents and Excel connections, as “state-of-the-art on financial tasks.” It scored 64.37% on Vals AI’s Finance Agent benchmark, well ahead of GPT-5.5 (59.96%) and Gemini 3.1 Pro (59.72%).
As for the data that Anthropic’s new financial 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 firms’ internal systems” accessed via real-time data connectors.
The new Claude agents are available across all paid plans for Claude Cowork and Claude Code – but are 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 opinions in your feeds.
