Anthropic launches 10 pre-built financial agents

Summary

Anthropic released 10 pre-built AI agents targeting banking, insurance, and asset management workflows: pitchbooks, earnings analysis, credit memos, underwriting, KYC, month-end close, statement audits, and insurance claims. Announced at an invite-only financial services briefing in NYC alongside Jamie Dimon. Ships as a Claude Cowork/Claude Code plugin and as a Managed Agents cookbook. Claude add-ins for Microsoft 365 (Excel, PowerPoint, Word, Outlook) carry context across applications.

Implications

• First vendor-shipped vertical agent suite for a specific industry — moves from “platform for building agents” to “agents that do the work”
• The Microsoft 365 integration closes the loop: Claude reads the spreadsheet, writes the memo, sends via Outlook. Single-vendor workflow
• Feeds the enterprise deployment thread: the $1.5B services JV provides the people, the financial agents provide the product, the M365 integration provides the surface
• Announced same week as Claude Security — Anthropic is targeting the two highest-margin enterprise verticals (financial services and cybersecurity) simultaneously