Market researcher tracks sector and issuer developments, synthesizes news, filings, and broker research, and flags items for credit and risk review. We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, screening KYC files, and closing the books at month-end.
Each one ships as a plugin in Claude Cowork and Claude C…
You can now use Claude directly within Microsoft Excel, PowerPoint, and Word through new add-ins.
Original reportingAgents for financial services and insuranceRead original ↗