Ten ready-to-run agent templates for financial services work, available as Cowork plugins, Claude Code plugins, and Managed Agents cookbooks.
financial services teams putting Claude on real workflows like pitchbooks, KYC screening, and month-end close
a recurring finance task that has a clear template Anthropic has already built, instead of assembling agents from scratch
investment bankers, equity analysts, financial controllers, and insurance teams who want a reference architecture they can adapt to firm standards
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