A recent survey reveals that over half of Gen Z finance employees love Excel, with many spending significant hours using it daily. Despite the rise of automation and AI, these young professionals see Excel as vital for their careers and financial processes. Their attachment to the tool challenges assumptions about generational preferences in finance.

Anthropic is enhancing Claude for Financial Services by introducing a beta version of Claude for Excel, which allows users to interact with the AI within Excel for financial modeling tasks. The updates also include new connectors for real-time market data and additional pre-built Agent Skills aimed at streamlining various financial tasks. These improvements are designed to optimize critical financial work using familiar industry tools.