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Latest stories covering financial-services, with summaries and links to related coverage.
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Agents for financial services and insurance
tool
9 min read
Ten ready-to-run agent templates have been released for financial services tasks such as building pitchbooks, screening KYC files, and closing month-end books. These templates are available as plugins in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, enabling teams to implement AI solutions quickly across Microsoft Excel, PowerPoint, Word, and Outlook.