Anthropic is expanding Claude for Financial Services with major new capabilities focused on finance workflows, data access, and automation.
🧮 Claude for Excel (Beta)
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New Excel add-in lets users interact with Claude directly in a sidebar.
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Claude can read, analyze, modify, and build spreadsheets while maintaining formulas and structure.
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It provides transparent change tracking and cell-level explanations.
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Integrates with Microsoft 365 tools and Copilot Studio.
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Now in beta for Max, Enterprise, and Teams users (limited to 1,000 testers).
🔗 New Real-Time Data Connectors
Claude gains access to live financial data and analysis via new integrations:
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Aiera & Third Bridge: Real-time earnings call transcripts, investor events, and expert insights.
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Chronograph: Private equity performance and valuation data.
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Egnyte: Secure search across internal investment data rooms.
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LSEG (London Stock Exchange Group): Live market data-equities, FX, fixed income, macro stats.
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Moody's: Credit ratings, company data, and proprietary research.
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MT Newswires: Global financial market news.
These expand earlier connectors (e.g., Capital IQ, Morningstar, PitchBook) to give Claude real-time market awareness.
🧠New Agent Skills for Finance
Claude now includes six specialized financial "Agent Skills" to automate key analytical tasks:
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Comparable company analysis (valuation multiples, metrics).
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Discounted cash flow (DCF) modeling.
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Due diligence data packs (extracting and structuring deal data).
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Company teasers and profiles for pitch materials.
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Earnings analyses from transcripts and filings.
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Initiating coverage reports (industry and company research).
These skills are also in preview for Max, Enterprise, and Teams users.
💼 Industry Impact
Claude is increasingly embedded across front, middle, and back office functions in financial institutions - from client servicing and underwriting to compliance and legacy code modernization.
The new Excel integration, live connectors, and finance-focused skills make Claude more capable of handling complex, high-value analytical and reporting workflows directly within the tools professionals already use.
In short:
Claude's financial services expansion turns it into a comprehensive AI analyst-integrated with Excel, powered by live market data, and equipped with specialized skills for modelling, valuation, and research.
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Carlos Salas
Portfolio Manager & Freelance Investment Research Consultant
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