Advancing Claude for Financial Services
Anthropic NewsAnthropic 正在把 Claude 推向金融服务场景，新增了一个 Excel 插件、可接入实时市场与组合分析的数据连接器，以及若干预置的 Agent Skills ，例如构建 discounted cash flow models 和发起覆盖报告等功能。
这些更新建立在 Sonnet 4.5 在金融任务上领先表现的基础上——在 Vals AI 的 Finance Agent benchmark 上达到 55.3% 的准确率。新功能把 Claude 的智能能力直接嵌入行业常用工具，以处理那些既耗时又关键的金融工作。
Claude for Excel 方面，Anthropic 以研究预览形式推出了 Claude for Excel 的公测版本。用户可以在 Microsoft Excel 侧边栏中直接与 Claude 交互，允许它读取、分析、修改并创建工作簿；同时 Claude 会全程记录并解释其所做的改动，用户可直接跳转到其解释中引用的单元格查看细节。它既能在不破坏表格结构与公式依赖关系的情况下修改文档，也能排查修复公式、用新数据填充模板，或从头构建新的电子表格。
这一插件补充了 Claude 与 Microsoft 生态的既有整合：在 Claude 应用中， Claude 还能创建和编辑文件（包括电子表格与幻灯片），并连接到 Microsoft 365 来搜索文件、邮件与 Teams 对话。部分 Claude 模型也已在 Microsoft Copilot Studio 与 Researcher agent 中可用。当前 Claude for Excel 以研究预览的形式向 Max 、 Enterprise 和 Teams 用户开放，Anthropic 将先从 1,000 名初始用户处收集真实使用反馈，再决定更大规模的推广计划。
在实时信息接入方面，Anthropic 正扩展一系列连接器（ connectors ），此前已添加了 S&P Capital IQ 、 Daloopa 、 Morningstar 和 Pitchbook 。新加入的连接器包括：
- Aiera ，提供实时的财报电话会议记录与投资者活动摘要；
- Aiera 所接入的 Third Bridge 数据流，带来专家访谈、公司情报与行业分析；
- Chronograph，为私募投资者提供组合监控和尽职调查所需的运营与财务数据（如业绩指标、估值与基金层面数据）；
- Egnyte ，在受控权限下让 Claude 安全检索内部数据室、投资文档和获批的财务模型；
- LSEG ，连接实时市场数据，包括固收定价、股票、外汇、宏观指标及分析师对关键财务指标的预估；
- Moody's ，提供专有信用评级、研究与公司数据（覆盖数以亿计的公私营企业的所有权、财务与新闻），支持合规、信用分析与业务拓展；
- MT Newswires ，提供覆盖全球的多资产类别市场与经济新闻。
关于 MCP （ Model Context Protocol ） 连接器的设置与提示指南，可参考官方文档以发挥每个连接器的最大效用。
为提升 Claude 在金融服务的适用性，Anthropic 还在 Agent Skills 架构下新增了六项财务技能（ skills ）：可比公司分析（含估值倍数与运营指标，并可便捷刷新数据）、 discounted cash flow models （包含完整自由现金流预测、 WACC 计算、情景切换与敏感度表）、尽职调查数据包（将数据室文档处理成含财务信息、客户清单与合同条款的 Excel 表格）、公司简介与 teasers（用于推介资料和买方名单）、财报分析（从季度电话会议和财报中提取关键指标、指引变化与管理层评论），以及发起覆盖报告（包括行业分析、公司深度研究与估值框架）。这些技能同样以预览形式向 Max 、 Enterprise 和 Teams 用户开放，团队或机构可报名体验。
在金融业的实际应用中， Claude 已被多家银行、资产管理机构、保险公司与金融科技企业采用，覆盖前台的客户体验、中台的承保、风险与合规，以及后台的代码现代化与遗留流程自动化。Anthropic 表示，随着专门面向金融服务的模型与产品持续迭代， Claude 在这些岗位上的表现有望进一步提升。多家客户也对 Claude 的能力与企业适配性给予了正面评价，包括来自 Citi 、 RBC Capital Markets 、 Brex 、 Block 、 Coinbase 、 British Columbia Investment Management Corporation （BCI）、 Visa 、 Jump Trading 、 Francisco Partners 、 Chronograph 、 Moody's 与 LSEG 等机构的高层认可，他们强调了 Claude 在规划、数据整合、工作流自动化、合规与安全等方面带来的效率与可靠性提升。
关于产品策略与研究方向，负责金融服务应用的相关领导，包括 Alexander Bricken （Applied AI Lead for Financial Services）与 Nicholas Lin （Head of Product for Financial Services），在文中对 Anthropic 在金融领域的研究与产品路线做了阐述，并分享了客户案例。
想了解如何使用 Claude for Financial Services ，可访问官方解决方案页或联系销售团队；若希望观看新品演示并听取金融业领袖的现场分享，也可以注册 Anthropic 的发布网络研讨会。
We're expanding Claude for Financial Services with an Excel add-in, additional connectors to real-time market data and portfolio analytics, and new pre-built Agent Skills, like building discounted cash flow models and initiating coverage reports.
These updates build on Sonnet 4.5’s state of the art performance on financial tasks, topping the Finance Agent benchmark from Vals AI at 55.3% accuracy. They augment Claude’s intelligence with solutions for time-consuming but critical financial work, built into preferred industry tools.
Claude for Excel
We’re releasing Claude for Excel in beta as a research preview. This allows users to work directly with Claude in a sidebar in Microsoft Excel, where Claude can read, analyze, modify, and create new Excel workbooks. Claude provides full transparency about the actions it takes: it tracks and explains its changes and lets users navigate directly to the cells it references in its explanations.
This means that Claude can discuss how a spreadsheet works, modify it while preserving its structure and formula dependencies, debug and fix cell formulas, populate templates with new data and assumptions, or build new spreadsheets entirely from scratch.
Claude for Excel adds to our existing integrations with Microsoft’s applications. In the Claude apps, Claude can also create and edit files, including Excel spreadsheets and PowerPoint slides, and connect to Microsoft 365 to search for files, emails, and Teams conversations. Select Claude models are also available in Microsoft Copilot Studio and Researcher agent.
Claude for Excel is now in beta as a research preview for Max, Enterprise, and Teams users. We’ll collect real-world feedback from 1,000 initial users before rolling the feature out more broadly. To join the waitlist, click here.
Connecting Claude to live information
Connectors provide Claude with direct access to external tools and platforms. In July, we added connectors for S&P Capital IQ, Daloopa, Morningstar, and Pitchbook. We’re adding new connectors that give Claude immediate access to more information in real time:
- Aiera provides Claude with real-time earnings call transcripts and summaries of investor events, like shareholder meetings, presentations, and conferences;
- Aiera’s connector also enables a data feed from Third Bridge, which gives Claude access to a library of insights interviews, company intelligence, and industry analysis from experts and former executives;
- Chronograph gives private equity investors operational and financial information for portfolio monitoring and conducting due diligence, including performance metrics, valuations, and fund-level data;
- Egnyte enables Claude to securely search permitted data for internal data rooms, investment documents, and approved financial models, while maintaining governed access controls;
- LSEG connects Claude to live market data, including fixed income pricing, equities, foreign exchange rates, macroeconomic indicators, and analysts’ estimates of other important financial metrics;
- Moody’s provides access to proprietary credit ratings, research, and company data – including ownership, financials and news on more than 600 million public and private companies – supporting work and research in compliance, credit analysis, and business development;
- MT Newswires provides Claude with access to the latest global multi-asset class news on financial markets and economies.
For details on MCP connector setup and prompting guidance to maximize the benefit of each connector, see our documentation here.
New Agent Skills for finance tasks
Earlier this month, we introduced Agent Skills. Skills are folders that include instructions, scripts, and resources that Claude can use to perform given tasks. Skills work across all Claude apps, including Claude.ai, Claude Code, and our API. To make Claude better at financial services tasks, we’ve added 6 new skills:
- Comparable company analysis, with valuation multiples and operating metrics, which can be easily refreshed with updated data;
- Discounted cash flow models, including full free cash flow projections, WACC calculations, scenario toggles, and sensitivity tables;
- Due diligence data packs, processing data room documents into Excel spreadsheets with financial information, customer lists, and contract terms;
- Company teasers and profiles, condensed company overviews for pitch books and buyer lists;
- Earnings analyses, which research quarterly transcripts and financials to extract important metrics, guidance changes, and management commentary;
- Initiating coverage reports with industry analysis, company deep-dives, and valuation frameworks.
As with Claude for Excel, these new skills are being rolled out in preview for Max, Enterprise, and Teams users. You can sign up on behalf of your team or organization here.
Claude’s impact in financial services
Claude is already widely used by leading banking, asset management, insurance, and financial technology companies. It supports front office tasks like client experience, middle office tasks in underwriting, risk and compliance, and back office tasks like code modernization and legacy processes. With ongoing updates to our models and products specific to financial services, we expect Claude to become even better in roles like these.
“
Citi chose to leverage Claude as part of its AI powered Developer Platform because of its advanced planning and agentic coding capabilities, focus on safety and reliability, and compatibility with our workloads.
David Griffiths
CTO, Citi
“
Working with Anthropic goes beyond deploying another AI tool—it's about partnering with a company that understands the complexity that financial services requires. Claude excels by seamlessly integrating multiple data sources and automating workflows that previously consumed significant time.
Bobby Griffiths
Head of AI and Digital Innovation, RBC Capital Markets
“
What we've valued about Anthropic is not just their powerful models, but how they've positioned them for enterprise needs. When I talk with customers about AI, data privacy is always their first concern—it's the critical foundation we have to address before we can even begin discussing capabilities.
David Horn
AI Lead, Brex
“
75% of our engineers now save 8 to 10+ hours every week using our open source AI agent for creating SQL queries (codename goose) — accelerating velocity and cutting down on busywork. For the tasks we care about measuring specifically, the Claude family has performed the best.
Bradley Axen
Principal Data and Machine Learning Engineer, Block
“
Anthropic's multi-cloud solution stands out for its scale, performance and security, aligning with our operational needs and customer expectations. It exceeded our performance benchmarks and met all our security requirements, making it the ideal solution. We think Claude will help Coinbase build solutions for different customer segments and bring a billion customers to the crypto economy.
Varsha Mahadevan
Senior Engineering Manager, Coinbase
“
As one of Canada’s largest institutional investors, BCI is driven to experiment, build, and innovate. Claude has accelerated our ability to get up-to-speed on investments and the underlying portfolio’s progress, making us more effective. As we push boundaries on what’s possible, we’re excited by the opportunities.
Christian Grunt
Senior Principal, Private Equity, British Columbia Investment Management Corporation
“
We see AI agents as the next evolution of commerce—autonomous systems that can predict, suggest, and find the products and services consumers need. This is only possible with a secure foundation at the base built on consent, privacy, transparency, and security. Anthropic is a key partner of Visa to make this dream a reality and shares our values and principles around responsible data usage.
President, Technology
Rajat Taneja, Visa
“
Claude serves as a remarkable reasoning-powered companion. Its ability to shift smoothly between quick execution and deep analysis, with fine-grained control over both, is exactly what's been missing in AI systems. Anthropic is a go-to technology & partner for AI workloads that require reliable intelligence at scale.
Lucas Baker
Quantitative Research Lead, Jump Trading
“
Through our training program with Anthropic, we've seen portfolio companies adopt Claude Code with remarkable results. Development teams are completing complex tasks in hours instead of days, and we're hearing from previously skeptical engineers that they can't imagine working without it.
Mike Barry
Managing Operating Partner, Product & Technology, Francisco Partners
“
Chronograph’s connection to Claude will fundamentally change what is possible for our clients – much like how Claude for Enterprise has transformed our internal operations. The partnership between Chronograph and Claude enables our clients to uncover new insights, save significant time, and achieve superior returns using their private capital portfolio data within Claude’s powerful toolset.
Charlie Tafoya
Co-Founder and CEO, Chronograph
“
With our GenAI-ready data offerings, we continue to support our customers in their AI evolution—enriching our data via a semantic layer and delivering it through Model Context Protocol (MCP) servers and Smart APIs. Our partnership with Anthropic makes Moody’s vast data estate accessible directly where our customers are innovating.
Cristina Pieretti
Head of Digital Content and Innovation, Moody's
“
LSEG has a long-established reputation for our open, partnership approach and meeting our customers wherever their workflows are taking place. Secure, enterprise grade AI applications, such as Claude, are expanding the opportunities for LSEG to build deep partnerships with customers.
Ron Lefferts
Co-head, Data & Analytics, London Stock Exchange Group (LSEG)
Below, Alexander Bricken, Applied AI Lead for Financial Services, and Nicholas Lin, Head of Product for Financial Services, discuss Anthropic’s research and product strategy within financial services, as well as customer examples.
Getting started
To learn more about using Claude for Financial Services, see here or contact our sales team. And to see the new features in action and hear directly from financial services leaders, you can also register here for our launch webinar.
Generated by RSStT. The copyright belongs to the original author.