Agents for Financial Services and Insurance

Agents for financial services We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, screening KYC files, and closing the books at month-end. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, so a team can put Claude on real financial work in days rather than months. Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the...