In the research and client coverage category, the lineup includes a "Pitch builder" that creates target company lists and drafts pitchbooks, a "Meeting preparer" for briefings, an "Earnings reviewer" for analyzing financial reports, and a "Model builder" for financial models. For credit, risk, and compliance, there is a "Market researcher" and a "KYC screener" that prepares compliance escalations. In the finance and operations space, agents handle valuation review, general ledger reconciliation, month-end close, and financial report auditing.

The templates can be used either as plugins within Claude Cowork and Claude Code directly at the point of work, or run autonomously as "Claude Managed Agents" on Anthropic's platform — for example, for multi-hour deal closings with a full audit log. Each template combines skills, data connections, and specialized subagents, according to Anthropic.

Anthropic is also expanding its partner ecosystem with connectors to Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C IntraLinks, Third Bridge, and Verisk. Moody's is contributing an MCP app with credit data covering more than 600 million companies.

Racing OpenAI for Enterprise Clients

The release is part of a broader offensive to win new customers, including in the financial sector. Anthropic already counts Goldman Sachs, Citadel, Citi, and AIG among its clients. Jonathan Pelosi, Anthropic's head of financial services, describes the goal of the new tools as an effort to "close the gap" between the pace of AI development and actual deployment readiness at financial firms.

Both Anthropic and OpenAI are heading toward IPOs that could happen before the end of this year. To get there, both need to demonstrate revenue growth and enterprise adoption at firms that are still in the early stages of deploying AI agents at scale. OpenAI, for its part, is already working with banks including BNY and BBVA.

New joint ventures are also part of the strategy: Anthropic recently announced a $1.5 billion company with Blackstone, Hellman & Friedman, and Goldman Sachs aimed at rolling out AI tools across private equity portfolio companies. Shortly before that, it emerged that OpenAI is pursuing a comparable joint venture through The Deployment Company.