Anthropic adds new features for financial institutions to Claude, including market research and monthly closing

Anthropic expanded Claude for financial services with 10 new finance-specific agent templates.

The templates cover research, pitch creation, model building, valuation checks, reconciliations, monthly close, audit review, and KYC.

Claude can now operate through Cowork, Code, managed agents, and Microsoft Office add-ins.

New connectors link Claude to major financial and business data providers, including FactSet, S&P Capital IQ, MSCI, PitchBook, and others.