Smug little shits on Wall St to use Claude's new tools?

Picture some entitled freshly minted MBA, right out of Harvard, carrying a loaded Claude in his holster and asking to get punched in the face.

Anthropic is launching 10 AI agents targeting Wall Street banks and insurers

The Claude maker says the tools can handle pitchbooks, credit memos, KYC screening, and month-end close tasks out of the box

By Cris Tolomia, Quartz Media

Published 19 hours ago

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Anthropic released 10 AI agent templates for financial services firms on Tuesday, targeting tasks such as building pitchbooks, drafting credit memos, screening KYC files, and auditing financial statements.

Deployment options include integration within Claude Cowork and Claude Code, where the agents assist human analysts in real time, or via Claude Managed Agents, a hosted model in which Anthropic provides the underlying production infrastructure for more autonomous operation. Each template is designed to be customized around a firm's internal standards, including how it structures models, manages risk, and routes decisions for approval, Anthropic said.

The full set of agents covers research and client coverage — including a pitch builder, meeting preparer, earnings reviewer, and financial model builder — as well as credit, risk, and compliance work through a market researcher and KYC screener, and finance and operations tasks through a valuation reviewer, general ledger reconciler, month-end closer, and statement auditor.

Anthropic also announced that its Claude AI model can now work across Microsoft Excel, PowerPoint, and Word through add-ins that became available Tuesday, with Outlook support coming later. Because the integrations maintain a shared context across applications, a task begun in Excel can flow directly into a PowerPoint deck without requiring users to re-enter data. The agents are built on Claude Opus 4.7, which Anthropic says has reached the top of Vals AI's Finance Agent benchmark at 64.37%.

The launch also includes new data connectors from Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge, and Verisk. Moody's has launched a separate app that gives Claude users access to credit ratings and data on more than 600 million public and private companies.

The announcements were made at an invite-only Anthropic event in New York, where CEO Dario Amodei appeared on stage with JPMorgan Chase CEO Jamie Dimon, according to Fortune. Executives from Goldman Sachs JPMorgan Chase, and AIG also participated in panels at the event.

Anthropic said Goldman Sachs, Citi, Visa , AIG, and others have adopted Claude. In remarks to Reuters, Nicholas Lin, Anthropic's head of product for financial services, credited a combination of improved models, direct client engagement, and tighter software integrations for the momentum the company has seen in the sector. "I've honestly seen a dramatic change, especially in the past six months," Lin said.

The Tuesday event came just after Anthropic disclosed a $1.5 billion joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs, a deal announced the prior day that is intended to bring Claude into the day-to-day operations of mid-market companies. Bloomberg reported that a comparable structure is in place at OpenAI.

Anthropic has emerged as a disruptive force in enterprise software after its Claude Code tool accelerated software development timelines and triggered market concern about legacy vendors. The company's share of U.S. enterprise AI spending climbed to 40% by early 2026, while OpenAI's fell from 50% to 27% over the same period.

The new financial services agents are available today through Anthropic's financial services marketplace on all paid plans.