Anthropic just unleashed 10 new AI agents on the financial world. These templates come with specialized connectors and skills built in, designed to take over high-frequency tasks like writing pitch books, conducting valuation reviews, and managing compliance workflows.
Deployment is turnkey: companies can install these templates as plugins into Claude Cowork and Claude Code, or deploy them as managed agents in production — with full source traceability on all generated data. To make the agents truly useful, Claude is now deeply integrated into Excel, PowerPoint, and Outlook, and it taps directly into data from Dun & Bradstreet and Moody's. On top of that, Anthropic is forming a joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs to speed up on-premise deployments.
The announcement sent shockwaves through traditional financial information providers. FactSet's stock cratered 8.1%, Thomson Reuters fell more than 5.1%, and Morningstar, S&P Global, and Moody's all saw heavy selling. Back in February, when Anthropic rolled out similar automation tools, it wiped $285 billion in market value from related software and financial services stocks.