According to @LexSokolin, Claude for Financial Services is now available and runs directly inside Excel, positioning the tool where many financial workflows already operate, which targets Wall Street’s biggest time sink as described by the author, source: @LexSokolin on X, Nov 8, 2025. According to @LexSokolin, the release supports pulling real-time data within Excel, removing manual data refresh steps that slow trading and research processes, source: @LexSokolin on X, Nov 8, 2025. According to @LexSokolin, it also executes workflows via autonomous Agent Skills, enabling end-to-end process execution directly from spreadsheets for financial services teams, source: @LexSokolin on X, Nov 8, 2025. According to @LexSokolin, the combination of Excel-native deployment, real-time data access, and agent-driven workflow execution is aimed at automating repetitive operational tasks in financial services, providing immediate applicability to trading and analytics processes that reside in Excel, source: @LexSokolin on X, Nov 8, 2025.

According to @AnthropicAI, the company is expanding Claude for Financial Services with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills. Source: Anthropic (@AnthropicAI) on X https://twitter.com/AnthropicAI/status/1982842909235040731 According to @AnthropicAI, the pre-built Agent Skills include cash flow models and initiating coverage reports. Source: Anthropic (@AnthropicAI) on X https://twitter.com/AnthropicAI/status/1982842909235040731