Anthropic deepens push into Wall Street with new AI agents, full Microsoft 365 integration, Moodys data partnership | Fortune
Summary
Anthropic unveiled a library of roughly 10 pre-built AI agents for core banking and finance workflows and introduced Claude Opus 4.7 as its most capable finance-focused model. The company launched full Microsoft 365 integration (Excel, PowerPoint, Word, Outlook) and expanded data connectors, including a native Moody's app. Anthropic also outlined a $1.5 billion private-equity-backed joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs to embed Claude into mid-market companies and PE portfolios. Major institutions such as JPMorgan, Goldman Sachs, Citi, AIG, and Visa are already running Claude in production, and Anthropic positions these agents to handle tasks from pitchbooks and underwriting to KYC and claims.
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Anthropic
$10M to $25M