Anthropic Takes Aim at Wall Street with Claude Opus 4.7 and Ten Pre-Built Finance AI Agents

Overview

Anthropic debuted Claude Opus 4.7 and launched ten pre-built financial-services AI agents at an invite-only Wall Street briefing in New York on May 5. The announcement came one day after Anthropic disclosed a joint venture with Blackstone and Goldman Sachs.

Claude Opus 4.7 Benchmark Performance

Claude Opus 4.7 now leads the Vals AI Finance Agent benchmark at 64.4% and tops the GDPval-AA evaluation for economically valuable knowledge work — benchmarks designed to resonate with financial buyers who prioritize domain expertise and accuracy.

Ten Pre-Built Financial Agents

The agents automate the workflows that consume the most analyst hours:

Pitchbooks and earnings analysis

Credit memos and underwriting

KYC/AML compliance

Month-end close and financial statement audits

Insurance claims processing

Full Microsoft 365 Integration

Claude now connects directly with Excel, PowerPoint, and Word, with Outlook support coming soon. Financial models, notes, and presentation context carry across applications automatically.

Expanded Data Ecosystem

Beyond existing integrations with FactSet, PitchBook, Morningstar, MSCI, LSEG, and S&P Capital IQ, Anthropic added Dun & Bradstreet, Verisk, Guidepoint, Third Bridge, and IBISWorld. Moody's launched an MCP application giving Claude access to ratings and intelligence on more than 600 million public and private businesses.

Source: Fortune Full Report