According to Foresight News , Anthropic has released 10 new AI agent templates designed to handle a wider range of financial services tasks, such as writing client meeting presentations, reviewing financial statements, conducting market research, valuation reviews, auditing financial statements, screening KYC documents, and month-end closing. Each agent is released as a plugin for Claude Cowork and Claude Code, and also as a cookbook for Claude Managed Agents.
Claude can now also be used in Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) via the Claude add-in for Microsoft 365.
